Investment Specialist jobs in Texas

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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Investment Specialist
  • Rethink Wealth
  • Fort Worth, TX FULL_TIME
  • Rethink Wealth is looking for financial professionals who want to make a difference, looking for a work community, work-life harmony, mentorship, and personal growth opportunities in a very rewarding field. This person should want more from their company in the way of growth, visibility & culture. This position will allow for flexibility while growing a practice you own.

    In order for you to create a larger impact, Rethink wealth will focus on your unique ability, and take the rest off your plate. Find out more about how we are flipping the script on what it means to be a financial advisor & a leader in our business. Join a team that provides unlimited growth potential, team-based selling -where every opportunity is within your grasp, marketing support to attract new clients, and unparalleled administrative and sales support to build a practice the way you want.

    If this sounds like you, please respond.

    _____________________________________________

    We are looking for a self-starter, who is result orientated, with an entrepreneurial spirit to build something bigger than themselves. They should possess the desire to help others in the pursuit of true financial organized while protecting and securing their clients financial future.

    • Do you desire flexibility with the potential for a high income?
    • Are you a team player, who enjoys a challenge?
    • Do you enjoy building long lasting relationships and networking in your community?

    If you have the desire to help others while taking control of your own future, this is the opportunity for you.

    FINANCIAL ADVISOR - OVERVIEW

    • Rethink Wealth l is seeking a driven individual looking to work in the finance industry as a Financial Advisor with unlimited growth potential.
    • We are a growing network of Financial Advisors who connect consumers and businesses in their communities with financial services and products to help protect the futures they build for themselves and their families.
    • Our vision, resources, fundamental belief in training and the importance of experienced finance professional relationships help our clients understand that we strive to be the leading choice for people who seek an experienced Financial Advisor.
    • We are long-term financial services firm who emphasize guidance, technology and performance to deliver customized finance and investment planning strategies to consumers.
    • We stress teamwork and have a passion for winning.

    FINANCIAL ADVISOR- BENEFITS

    You can’t attract quality people with a second-best compensation package. As a Rethink Wealth Consultant, you’ll be part of a recognized, respected company that offers:

    • High earning potential with generous & extensive performance based compensation models
    • Excellent comprehensive benefits package
    • Training, support and hands-on management
    • Advancement/management opportunities

    Our work environment is fast-paced, energetic and enthusiastic. If you have an entrepreneurial mindset and are not looking for just a job, then this can be the place for you.

    FINANCIAL ADVISOR - JOB DESCRIPTION

    • Analyze financial and investment information obtained from clients to determine strategies, products and services to help clients meet their financial and investment objectives
    • Provide financial planning information/education to clients about the purpose and details of financial products, services and strategies
    • Build and maintain client base, keep client financial and investment plans up-to-date and acquire new clients on an ongoing basis
    • Provide knowledgeable, objective finance & financial planning guidance and customized financial strategies to consumer segments that demand high quality services.

    FINANCIAL ADVISOR - TRAINING PROGRAM ... SUPPORT TO HELP YOU SUCCEED

    • The amount of support we provide for our Financial Advisors is unparalleled in the finance and financial planning industry.
    • We believe in the Advisors that we hire and will work with them constantly to put them on the path to building a personal, professional and monetarily rewarding career in the finance and financial planning industry.
    • As a Rethink Wealth Advisor, you’ll have the operational flexibility while being backed by the vast resources and marketing experience of our financial services organization.
    • You don’t need to have a finance or economics degree to be a successful Financial Advisor.
    • Financial Advisors participate in national and local development programs and joint work opportunities that provide comprehensive knowledge, planning and skill training.
    • We very much encourage and support the pursuit of professional designations that are recognized and respected by clients and others in the industry including Certified Financial Planner (CFP®), Chartered Financial Consultant and Chartered Life Underwriter.

    ***We have remote capabilities, and promote a hybrid in office and work from home culture- but only for Texas residents.

    Job Type: Full-time

    Pay: $50,000.00 - $500,000.00 per year

    Benefits:

    • 401(k)
    • 401(k) matching
    • Dental insurance
    • Flexible schedule
    • Health insurance
    • Vision insurance

    Compensation package:

    • Commission pay

    Weekly schedule:

    • Monday to Friday

    Work setting:

    • Hybrid work

    Experience:

    • Financial concepts: 1 year (Preferred)

    Work Location: Hybrid remote in Fort Worth, TX 76107

  • 3 Days Ago

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Specialist / Sr. Specialist, RFP
  • Resolute Investment Managers
  • Irving, TX FULL_TIME
  • Resolute Investment Managers, Inc. Specialist / Sr. Specialist, RFP Resolute Investment Managers, Inc. ("Resolute") is a diversified, multi-affiliate asset management platform that partners with affil...
  • 27 Days Ago

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Insurance Specialist
  • LAKE CITY INVESTMENT
  • Lewisville, TX FULL_TIME
  • Overview:We are seeking an experienced Insurance Specialist to join our team. As an Insurance Specialist, you will play a crucial role in providing excellent customer service and assisting clients wit...
  • 5 Days Ago

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Real Estate Acquisitions Specialist
  • Landers Investment LLC
  • Keller, TX FULL_TIME
  • Our office is located in Keller and this job is NOT a work from home position. We are a high-performance real estate team on the lookout for a full-time real estate acquisitions specialist. You’ll hun...
  • 12 Days Ago

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Specialist, Systems Engineer
  • Resolute Investment Managers
  • Irving, TX FULL_TIME
  • Resolute Investment Managers, Inc. Specialist, Systems Engineer Information Technology Resolute Investment Managers, Inc. ("Resolute") is a diversified, multi-affiliate asset management platform that ...
  • 16 Days Ago

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Digital Marketing Specialist
  • Directors Investment Group
  • Abilene, TX FULL_TIME
  • Does this describe you?OrganizedAdaptableDisciplinedDetail-OrientedIf so, let’s talk!!We are seeking a self-motivated person to join our team as a DIGITAL MARKETING SPECIALIST. The person selected wil...
  • 2 Months Ago

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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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Associate Financial Advisor
  • Johnson Brunetti Retirement & Investment Specialists
  • Needham, MA
  • Associate Financial Advisor Are you looking to grow and be part of a successful team? Are you driven, self-motivated and...
  • 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

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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...
  • 3/24/2024 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...
  • 3/24/2024 12:00:00 AM

Texas (/ˈtɛksəs/, locally /ˈtɛksɪz/; Spanish: Texas or Tejas Spanish pronunciation: [ˈtexas] (listen)) is the second largest state in the United States by both area and population. Geographically located in the South Central region of the country, Texas shares borders with the U.S. states of Louisiana to the east, Arkansas to the northeast, Oklahoma to the north, New Mexico to the west, and the Mexican states of Chihuahua, Coahuila, Nuevo León, and Tamaulipas to the southwest, while the Gulf of Mexico is to the southeast. Houston is the most populous city in Texas and the fourth largest in the...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Investment Specialist jobs
$104,287 to $176,302

Investment Specialist in Oakland, CA
Job Description Mortgage SpecialistSTRATEGIC ROLEThe Mortgage Specialist position is a member of a.
February 09, 2020
Investment Specialist in Richland, WA
Manages relationship between investment product house and brokers to sell products and provide detailed product information and performance results.
November 29, 2019
Investment Specialist in Anchorage, AK
Job Description Reporting to the Quality Assurance Manager (QAP), the Quality Assurance Specialist is.
December 22, 2019