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)
The Investment Representative is responsible for providing Western customers with broad financial solutions and contributes to the organization’s ability to be a full financial provider by providing a superior customer experience in accordance with the organization’s vision, core values, and team guidelines. This position is responsible to manage customer investment portfolios and help them prepare for long-term financial success. The Investment Representative will manage existing customer portfolios as well as drive business development through internal departmental relationships and external outreach to create new customers.
Bachelor’s degree in business or finance preferred with 1 years of experience as a financial advisor. Licensure through LPL required.
We are interested in every qualified candidate who is eligible to work in the United States. However, we are not able to provide sponsorship for visa status. In compliance with federal law, all persons hired will be required to verify identity and eligibility to work in the United States and to complete the required employment eligibility verification form upon hire.
Western State Bank is an EEO and Affirmative Action Employer. Member FDIC.