Investment Specialist jobs in New Jersey
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)
Recently Added Investment Specialist jobs
- Bank of America
-
Pennington, NJ
FULL_TIME
-
Job Description:
The Merrill Lynch Investment Advisory Program (IAP) combines the advice and guidance of an Advisor with investment solutions backed by the research and insights of Merrill Lynch in a single fiduciary program designed to help clients pursue meaningful outcomes.
The Investment Advisory Specialist provides advice and guidance to Financial Advisors, and Advisory Leadership to help identify and construct suitable IAP (strategies) for clients.
Responsibilities include (but are not limited to) the following:
Proactively supporting advisors in their respective markets to drive IAP growth through in person, virtual and phone interactions. They should think independently, develop, and execute strategies to achieve their growth goals for their respective territories. Also, they should partner with local market leadership to develop IAP sales strategies.
Sharing advice and guidance informed by our Chief Investment Office that revolves around portfolio construction, investment/manager selection, asset allocation and best practices for creating a practice centered on investment advisory business.
The role requires one week of travel per month and the remainder of the month will be based in Hopewell, NJ.
Partnership with their coverage team potentially consisting of an internal partner and other specialists with the Investment Solutions Group to collaborate and bring holistic advice and guidance to their advisors.
Specialists are expected to record all their relevant activities in Salesforce.com, a client relationship management tool, in order to provide the data necessary to manage activity from a metrics driven perspective.Required skills:5 years sales experience
Bachelor’s degree required
5 years’ experience in financial services industry preferred
Series 7 and 63/65 or 66 required
Knowledge of professionally managed investment products and/or investment advisory business preferred
Ability to work under pressure, meet deadlines and meet clearly defined measurements
Strong communication, interaction and presentation skills required
Willing to travel on a monthly basis to meet with advisors in person
Self-motivated, adaptive, positive attitude and high energy are a must
Must display a passion for achieving aggressive goals in innovative and highly professional way
Shift:
1st shift (United States of America)Hours Per Week:
40 - 1 Day Ago
- Prudential
-
Newark, NJ
FULL_TIME
- Job Classification:Sales - SalesAre you excited by the environment of a start-up team within the walls of a 140-year company? Are you passionate about sales and advice, while building a customer focus...
- 28 Days Ago
- Golden Meadow Investment LLC
-
Jersey, NJ
CONTRACTOR,FULL_TIME,TEMPORARY,INTERN
- Investment analyst (Sponsor H1B, OPT or CPT, Mandarin required) Job description Job Title: Investment analyst (Sponsor H1B, OPT or CPT) Job Responsibility 1. Assist in evaluating potential investment ...
- 27 Days Ago
- Technology Support Specialist
-
Ridgefield, NJ
FULL_TIME
- Top 3 Skills:Good CommunicationAbility to complete tasks on timeStrong analytics with attention to detail Summary:The main function of a business operations specialist is to maintain vendor relationsh...
- Just Posted
- Specialist Physician Practice
-
Toms River, NJ
FULL_TIME
- Posting charges, payments and claims follow-up Handle and resolve multiple and complex billing issues on a daily basis Demonstrate outstanding work ethic by working cooperatively with all team members...
- Just Posted
- Bank of America
-
Pennington, NJ
FULL_TIME
- Job Description:At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we...
- 15 Days Ago
Investment Specialist jobs at Popular Companies
- The Spaventa Group
-
Jersey City, NJ
- The Spaventa Group (TSG) is a leading investment company located in new New York. We invest across various asset classes...
- 4/25/2024 12:00:00 AM
- The Spaventa Group
-
Ronkonkoma, NY
- The Spaventa Group (TSG) is a leading investment company located in new New York. We invest across various asset classes...
- 4/25/2024 12:00:00 AM
- Social Capital Resources LLC
-
New York, NY
- We are open to considering candidates with the appropriate licenses. Our current work model is hybrid, offering a blend ...
- 4/24/2024 12:00:00 AM
- Acunor
-
- Acunor is seeking a Finance Investment Consultant for one of its premier clients to work in a hybrid capacity in New Jer...
- 4/23/2024 12:00:00 AM
- The Spaventa Group
-
Jersey City, NJ
- The Spaventa Group (“TSG”) is a leading investment company located in new New York. We invest across various asset class...
- 4/23/2024 12:00:00 AM
- Leeds Professional Resources
-
Miami, FL
- We are seeking an investment specialist with their series 7 to join our client's team. This role requires fluency in Eng...
- 4/22/2024 12:00:00 AM
- 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...
- 4/21/2024 12:00:00 AM
- Leeds Professional Resources
-
Miami, FL
- We are seeking an investment specialist with their series 7 to join our client's team. This role requires fluency in Eng...
- 4/21/2024 12:00:00 AM