Investment Specialist jobs in Connecticut

Investment Specialist invests in and sells short-term securities, including commercial paper to meet short-term investment and financing needs. Tracks market rates, sets rates to be paid, and the daily quantity to be sold. Being an Investment Specialist prepares periodic investment reports. Requires a bachelor's degree. Additionally, Investment Specialist typically reports to a manager. Investment Specialist is a specialist on complex technical and business matters. Work is highly independent. May assume a team lead role for the work group. To be an Investment Specialist typically requires 7+ years of related experience. (Copyright 2024 Salary.com)

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Client Service Specialist
  • Prime Capital Investment Advisors
  • Milford, CT FULL_TIME
  • We are seeking a motivated Client Service Specialist to join our rapidly growing wealth management practice in our Milford, CT Market. We are a financial services firm that truly cares about their clients, advisors, and associates. Our firm inspires people to achieve their life’s ambitions and we are looking for people with the drive, enthusiasm, professionalism, and values we hold so important to be a part of the great Milford team!

    Objectives: The CSS plays an important role in serving our clients and successfully operating our market locations under the direction of the Managing Director. Client Service Specialists work independently to organize and manage a wide range of administrative and client support activities. We are looking for associates who have a desire to be the very best and to provide the highest level of service excellence.

    Our Standards: Our overall standard is "service excellence." Our goal is to provide the very best experience in service to our clients and advisors. As such, the CSS must display:

    · Professional Expertise

    · An ability to quickly form and maintain a positive, productive relationship with advisors and their clients

    · Strong technology skills

    · An ability to learn the financial services industry and understand the objectives for the position

    · Tremendous written and oral communication skills

    · Ability to adapt quickly and positively to change in the financial services industry

    · Superior attention to detail and follow through; accuracy is extremely important

    · Excellent organizational and time-management skills; ability to successfully multitask and manage priorities effectively

    · Team player and collaborator

    · High standard of professionalism, ethics, confidentiality, and integrity

    · Willingness to be proactive

    There are several key areas where Office Administrators must demonstrate professional proficiency:

    · Financial industry terminology and account types

    · Salesforce data entry and management

    · Docusign technologies

    · Detailed and accurate data entry and account processing

    · Policy and procedures including FINRA guidelines

    · Google Suite and calendar management

    · Client service

    · Client Engagement program

    Education/Experience

    · High school Diploma required

    · Bachelor's Degree preferred or equivalent financial services industry experience

    · Series 65 preferred

    · Financial Investment Advisory Services Industry experience preferred

    · Google Suite, Salesforce, Microsoft Suite, Adobe skills required

    · Successful completion of industry standard background screening required

    · Former experience working with Schwab, Orion, Salesforce, Docusign is a plus

    Benefits:

    · Health, Dental, Vision, Group Life & Disability, HSA

    · 401(k)

    · Healthjoy

    · Generous PTO

    · 12 Paid Holidays

    · EAP

    Compensation:

    This is a Non-Exempt Full-time position. Salary is determined based on experience.

    Prime Capital Investment Advisors (“PCIA”)

    Prime Capital Investment Advisors provides a client-centric team approach to full-service financial planning, including fee-based asset management and wealth management through its Prime Capital Wealth Management brand. Through its Qualified Plan Advisors brand, the firm also provides retirement plan advisory services, as well as plan participant education. PCIA currently has 50 locations throughout the United States, with over 160 investment advisor representatives and 160 associates serving clients across the nation. Advisory services offered through Prime Capital Investment Advisors, LLC. (“PCIA”) a Registered Investment Adviser. PCIA doing business as Qualified Plan Advisors (“QPA”) and Prime Capital Wealth Management (“PCWM”). For more information, visit www.pciawealth.com

    Job Type: Full-time

    Pay: From $25.00 per hour

    Benefits:

    • 401(k)
    • 401(k) matching
    • Dental insurance
    • Employee assistance program
    • Health insurance
    • Health savings account
    • Life insurance
    • Paid time off
    • Vision insurance

    Schedule:

    • Monday to Friday

    Ability to commute/relocate:

    • Milford, CT 06460: Reliably commute or planning to relocate before starting work (Required)

    Education:

    • High school or equivalent (Required)

    Experience:

    • Financial Services: 3 years (Preferred)
    • Salesforce: 1 year (Preferred)
    • Administrative experience: 3 years (Required)
    • Microsoft Office: 3 years (Required)

    Language:

    • English (Required)

    Work Location: In person

  • 22 Days Ago

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Alternative Investment Specialist
  • Mirador
  • Stamford, CT FULL_TIME
  • Company Overview Grounded in Wall Street and enabled by technology, Mirador combines powerful data science and deep financial expertise to provide best-of-breed financial reporting services for U/HNW ...
  • 2 Days Ago

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Private Investment Operations Specialist
  • Mirador
  • Stamford, CT FULL_TIME
  • Company Overview Grounded in Wall Street and enabled by technology, Mirador combines powerful data science and deep financial expertise to provide best-of-breed financial reporting services for U/HNW ...
  • 1 Month Ago

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Real Estate Homebuying Investment Specialist
  • PurchRock
  • Cheshire, CT FULL_TIME
  • PurchRock is a fast-growing real estate investment company that specializes in identifying and acquiring underperforming properties and turning them into profitable investments. We are seeking a highl...
  • 16 Days Ago

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Investment Analyst (IAS - Patel - Glastonbury, CT)
  • 958 - 958-CG Investment Advisor
  • Glastonbury, CT FULL_TIME
  • General Description: The Investment Analyst is responsible for undertaking financial research and report on prospective investment avenues. The Investment Analyst should be able to analyze and interpr...
  • 8 Days Ago

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Dental Assistant
  • Dental Specialist
  • New Haven, CT FULL_TIME
  • specialty dental office in the Greater New Haven area is looking to hire an individual who aspired to join a great dental team caring for patients in an excellent and professional manner. This positio...
  • Just Posted

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Investment Specialist
  • Madison Professional Group- Financial Advisory Recruiters
  • Fort Worth, TX
  • The purpose of your role as described is to work in the Investor Center, where you will focus on developing customized f...
  • 3/29/2024 12:00:00 AM

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Client Relationship Coordinator
  • Johnson Brunetti Retirement & Investment Specialists
  • Wethersfield, CT
  • Client Relationship Coordinator If you are a go-getter who is strong at using persuasive language, asking in-depth quest...
  • 3/29/2024 12:00:00 AM

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Associate Financial Advisor - Connecticut
  • Johnson Brunetti Retirement & Investment Specialists
  • Wethersfield, CT
  • Associate Financial Advisor Are you looking to grow and be part of a successful team? Are you driven, self-motivated and...
  • 3/29/2024 12:00:00 AM

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Investment Specialist
  • Levanti Wealth
  • Job Title: Investment Specialist Location: South Florida (Dade, Broward, Palm Beach). Remote is possible based on experi...
  • 3/28/2024 12:00:00 AM

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Investment Specialist
  • The London Company
  • Richmond, VA
  • Job Description Job Description Investment Specialist - The London Company Founded in 1994, The London Company is a majo...
  • 3/28/2024 12:00:00 AM

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Trust Investment Specialist
  • ACNB BANK
  • Gettysburg, PA
  • Job Description Job Description Come join our team!!!! Founded in 1857 we are a highly successful community bank where c...
  • 3/28/2024 12:00:00 AM

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Investment Specialist
  • The Spaventa Group
  • Ronkonkoma, NY
  • The Spaventa Group (“TSG”) is a leading investment company located in new New York. We invest across various asset class...
  • 3/27/2024 12:00:00 AM

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Senior Investment Specialist (1823103)
  • Tier4 Group
  • Milwaukee, WI
  • Our Fortune 100 client in Franklin is seeking a Senior Investment Operations Specialist to focus on the execution and de...
  • 3/27/2024 12:00:00 AM

Connecticut is bordered on the south by Long Island Sound, on the west by New York, on the north by Massachusetts, and on the east by Rhode Island. The state capital and fourth largest city is Hartford, and other major cities and towns (by population) include Bridgeport, New Haven, Stamford, Waterbury, Norwalk, Danbury, New Britain, Greenwich, and Bristol. Connecticut is slightly larger than the country of Montenegro. There are 169 incorporated towns in Connecticut.The highest peak in Connecticut is Bear Mountain in Salisbury in the northwest corner of the state. The highest point is just east...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Investment Specialist jobs
$114,344 to $193,305

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Investment Specialist in Richland, WA
Manages relationship between investment product house and brokers to sell products and provide detailed product information and performance results.
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Investment Specialist in Anchorage, AK
Job Description Reporting to the Quality Assurance Manager (QAP), the Quality Assurance Specialist is.
December 22, 2019