The average investment specialist salary in United States is $92,457 or an equivalent hourly rate of $44. In addition, they earn an average bonus of $18,630. Salary estimates based on salary survey data collected directly from employers and anonymous employees in United States.
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Defined Contribution Investment Specialist (DCIO)
access_time Posted 4 days ago
account_balance Fidelity Investments
Premium on investment capabilities and experience in DC Plan investment sales process * CIMA or CFA preferred * FINRA Series 7 & 63 licenses required The Purpose of Your Role This sales position ...
Retirement Planning and Investment Advisor
access_time Posted 20 days ago
account_balance PlanMember Securities
... investment specialist" by keeping up with current product offerings and industry trends to assist Regional Sales Managers to face competition and retain clients Â· Support and train Regional Sales ...
Accounting and Operations Specialist, Public Funds
access_time Posted 17 days ago
account_balance Meeder Investment Management
Assist with achieving profit objectives consistent with the long-term goals and objectives of Meeder Investment Management. * Maintain the books and records for all Meeder Public Fund SMAs. * Prepare ...
Investment Advisory Surveillance Specialist
access_time Posted 3 days ago
account_balance Huntington National Bank
The HFA Investment Advisory Surveillance Specialist will be responsible for: * Ongoing monitoring and surveillance of the investment advisory platform * Detect anomalies or exceptions to the firm ...
access_time Posted 24 days ago
account_balance TRUENOTE INVESTMENT ADVISORS INC
location_on Walnut Creek
The specialist will aggregate data for use within quarterly reports and will assist in building ... Understanding of investments, portfolio construction techniques, and performance measurement
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