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)
Are you a licensed financial advisor who enjoys helping clients with their investments and portfolio management? Are you driven to accomplish more within a leadership position? Your role will involve assisting fellow advisors in comprehending the wide array of investment options through in-person training, personalized coaching, and joint work meetings. Compensation includes a base salary coupled with additional earnings from joint work and growth in overall firm AUM production.