Investment Specialist Jobs in Florida
PRIMARY PURPOSE OF THE POSITION The Inbound Investment Specialist provides proactive guidance on investment solutions via a needs-based consultative selling approach to both current and prospective clients who have placed an inbound call to T. Rowe Price. In doing so, Inbound Investment Specialists will acquire and retain assets to T. Rowe Price in a manner consistent with the TRP brand and cultur...
Franklin Templeton Investments is a leading global investment management organization due to the efforts of our greatest assets - our employees. We have over 9,000 employees working in 50 offices around the world, servicing investment solutions for our clients in more than 150 countries. We believe in our corporate values of putting clients first, building relationships, achieving quality results,...
Our client, a leading global financial services company, has approximately 200 million customer accounts and does business in more than 140 countries. They provide consumers, corporations, governments and institutions with financial products and services, including consumer banking and credit, corporate and investment banking, securities brokerage, transaction services, and wealth management. Inve...
Johnson & Johnson companies are equal opportunity employers. Clinical Account Specialist - Miami/Naples, FL - Biosense Webster-1459140205 Description Biosense Webster, Inc (BWI), a member of Johnson & Johnson's Family of Companies, is recruiting for a Clinical Account Specialist for the Miami/Naples, FL area. Hi-Tech meets Medical Devices at Biosense Webster! If you want to work with brilliant peo...
Johnson & Johnson companies are equal opportunity employers. Clinical Account Specialist- Tallahassee/Jacksonville, FL - Biosense Webster-4961140225 Description Biosense Webster, Inc (BWI), a member of Johnson & Johnson's Family of Companies, is recruiting for a Clinical Account Specialist for the Tallahassee/Jacksonville, FL area. Hi-Tech meets Medical Devices at Biosense Webster! If you want to...
Project Controls Specialist 12+ month contract!! (multi-year) Crystal River FL A very stable firm in the Crystal River area is looking to add a Project Controls Specialist to lead and direct the set up and reviews of the project controls status (cost, contracts, work breakdown structure (WBS), financial reporting, financial projections, etc.). Responsibilities & Requirements This position will inv...
InvestCloud, Inc. 8800 Wilshire Blvd, Suite 200 Beverly Hills, CA 90212 Tel. (310) 385-7394 Application Support Specialist – Financial Services Tampa, Florida About InvestCloud Are you excited by the opportunity to revolutionize an industry? InvestCloud is a high tech financial services company that is redefining the way that the securities industry uses and interacts with data. InvestCloud is bot...
Major Responsibilities: New Business Development Develop referral sources for new opportunities Cultivate existing relationships for personal planning opportunities Client Service Review plan design and make suggestions for improved operation of plan and tax efficiency. Evaluate and recommend service providers to clients based on plan demographics, desired products and costs. Conduct Trustee / Com...
Company Information: The Transamerica companies offer a wide array of innovative financial services and products with a common purpose: to help individuals, families, and businesses build, protect and preserve their hard-earned assets. With more than a century of experience, we have built a solid reputation on solid management, sound decisions and consumer confidence. Transamerica is a part of AEG...
Position Requirements: Processing of Domestic and Foreign Currencies Securities and fixed income. Resolution of problems and errors to minimize or avoid financial loss. JOB REQUIREMENTS Position Summary: Handles Domestic and Foreign Currencies Securities and Fixed Income: Review, processing, confirmation, settlement, investigations, portfolio reconciliation, funds reconciliation, maintenance of cu...
The specialist, sales & marketing, will assist the marketing team with various tasks such as collateral development, consumer satisfaction analysis, sales programs, product development and service programs. This position delivers and assists with the development of marketing materials in a timely manner as required to support the achievement of brand sales and strategic goals. Primary Responsibili...
About the Opportunity The Western and Southern Life Insurance Company has an opening for a Regional Recruitment Specialist in Charlotte, NC. Summary of Responsibilities The Regional Recruitment Specialist is responsible for recruiting financial representative candidates for assigned Agencies to ensure hiring objectives are met. Duties include: · Coordinating the recruiting and selection process fo...
An investment company in Pinellas County is looking for a Chargeback Customer Service specialist. Your essential responsibilities will include taking inbound calls from cardholders and clients regarding dispute and fraud cases. Open House will be on Tuesday February 11, 2014 from 1-5 The location will be at 9800 4th St. Nth, St. Petersburg, FL 33702 Working hours: Flexible Qualifications High Scho...
An investment company in Pinellas County is looking for a Chargeback Customer Service specialist. Your essential responsibilities will include taking inbound calls from cardholders and clients regarding dispute and fraud cases. Open House will be on Thursday February 6, 2014 from 9-1. The location will be at 9800 4th St. Nth, St. Petersburg, FL 33702 Suite 109 *Please bring in a copy of your resum...
Due Diligence Servicing Reviewer JCIII & Associates, The Mortgage Solutions Company, is one of the fastest growing, independently owned mortgage due-diligence companies in the nation. We are committed to delivering superior results to our clients in every aspect of our suite of mortgage solution services. Our goal is to be a best in class provider and long-term business partner for our clients. We...
Position Description Picture yourself building a successful career at AIG working along side other talented, highly motivated individuals committed to reaching our goal of becoming our industry’s employer of choice. We believe that our success depends on a world class team with diverse and unequaled expertise. If you would like to be a part of a newly re-designed strategic organization where there...
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Answers for Investment Specialist Jobs
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What does a investment specialist do?
Im doing a social studies project and i got a investment specialist job. i have to explain what its is and what it does
Is this the end of Investment Banking? Is the industry still worth getting into?
Hi! I have recently read in an article in The Economist that Investment Banking is on its way out, especially in the West. Here's the article - http://www.economist.com/news/21566442-dinner-party-prob...
Questions about Investment Banker career?
Hi, I'm getting ready to go to college and don't know what to study. I recently have been looking at the Investment banker career field as a choice. I wanted to know from experienced people what the j...
Finance Career Tools
$27,040.00 - $131,100.00
Typical Salary for Investment Specialist in Florida
Source: Monster.com Careerbenchmarking Tool
Education / Training
Some College Coursework Completed
Source: Monster.com Careerbenchmarking Tool
Serves clients by obtaining and evaluating client financial situation; developing, recommending, and managing financial plans, services, and actions; developing and expanding business.
Rate of Growth
Size of Industry in 2006:
Source: Bureau of Labor Statistics, May 2006
Protects client and company interests by complying with federal, state, and foreign regulations; keeping information confidential.
Develops new business by contacting potential clients; explaining service benefits; preparing and closing contracts; presenting new products to existing clients.
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