Investment Specialist Jobs in Florida

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858 Florida Investment Specialist jobs found on Monster.

Jobs 1 to 20 of 858
Available Shifts-11am - 8pm All Locations THE 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 all to T. Rowe Price. In doing so,Inbound Investment Specialists will acquire and retain assets to T. Rowe Price i...
RESPONSIBILITIES: Kforce has a client seeking an Investor Reporting Reconciliation Specialist for their Coral Gables, FL location. This is a great temporary position with this company. The two main functions will be: Loss calculation, approximately 30 per day Review modification documents and update mod file - about 10 per day REQUIREMENTS: Bachelor's degree preferred 3 years of real estate...
Rowe Price Tampa, FL
Description Available Shifts-11am - 8pm All Locations THE 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 all to T. Rowe Price. In doing so,Inbound Investment Specialists will acquire and retain assets to T. Rowe...
Raymond James Financial Inc Tampa, FL
Description Job Summary: Provides some advanced administrative support of a function within a unit or department through clerical skills. Exchanges basic and nonroutine information with internal and external customers and adapts procedures, processes, and techniques to meet the more complex requirements of the position. Essential Duties and Responsibilities: Applies some advanced skills and pr...
Raymond James Financial Inc Tampa, FL
Description Job Summary: Under direct supervision, uses intermediate level knowledge and skills obtained through experience and/or training to provide support in specific trading activities within an assigned functional area. Follows established procedures to perform routine tasks and receives guidance and direction to perform other work with more variety and complexity requiring limited decisio...
T. Rowe Price Tampa, FL, 33602
Available Shifts-11am - 8pm All Locations THE 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 all to T. Rowe Price. In doing so,Inbound Investment Specialists will acquire and retain assets to T. Rowe Price i...
Bank of America Corporation Jacksonville, FL, 32277
The primary role of the Investment Specialist Trainee (trainee) is to acquire the necessary registrations and training to become an Investment Specialist. In addition to studying and acquiring 7 & 63 registrations, Investment Specialist Trainees will be required to complete the new hire training program, including classroom and on the job training activities at the Merrill Edge Home Office. Once a...
Bank of America Jacksonville, FL
The primary role of the Investment Specialist Trainee (trainee) is to acquire the necessary registrations and training to become an Investment Specialist. In addition to studying and acquiring 7 & 63 registrations, Investment Specialist Trainees will be required to complete the new hire training program, including classroom and on the job training activities at the Merrill Edge Home Office. Once a...
Operations Specialist Major Duties •Knowledge of equity, fixed income, Hedge Funds and option product. • Perform daily trade reconciliation (position and money balances) of domestic and international trading activity for client average price accounts. • Address inbound requests from Clients, Operations and Business Unit in a timely and accurate manner. • Drive strategic initiatives and projec...
Futurity First Insurance Group Weston, FL
Overview: About Us The Futurity First Insurance Group (ffig.com) is a nationwide independent distributor of Life insurance, annuities, senior health insurance, LTC, DI and investment products focused on the needs of the pre-retiree and retiree market. Through its two companies, Futurity First Career and Dressander/BHC, Futurity is one of the largest multi-carrier distributors of fixed indexed an...
Job Summary: Assists the Corporate Social Responsibility (CSR) department with the management and administration of all Community Investment Programs (grants, sponsorships, dollars for doers, Political Action Committee (PAC) match, disaster relief, in-kind transportation and in-kind products/services). Responsible for the processing, record keeping, filing and reporting of all charitable and non-...
SunTrust Banks Ft Lauderdale_, FL
Description As part of our team of specialists within the Investment Advisory Group (IAG), the Investment Strategist is responsible for helping Client Advisors win new clients and to deepen and strengthen existing client relationships through advising on investment solutions. The Investment Advisor combines the technical skills of portfolio managers with the communication and selling skills of sa...
SunTrust Banks Ft Lauderdale, FL
Description As part of our team of specialists within the Investment Advisory Group (IAG), the Investment Strategist is responsible for helping Client Advisors win new clients and to deepen and strengthen existing client relationships through advising on investment solutions. The Investment Advisor combines the technical skills of portfolio managers with the communication and selling skills of sa...
Accounting Principals is searching for a Real Estate Acquisition Specialist to join an excellent company's Real Estate team. Job Responsibilities Include: • Research basic information for contacting potential sellers. • Develop and maintain favorable relationships with new and existing customers in order to increase revenue, company’s acquisition and investment programs. • Negotiate rent reduc...
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 60 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,...
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 AE...
Major Miami law firm is seeking an Accounts Receivable Specialist. The ideal candidate will have at least three years of accounting experience, doing routine accounting functions and reporting. The candidate should have a four year accounting or finance degree. This individual is responsible for understanding the flow of information to the general ledger from all external and internal databases. T...
Elevate Your Career at ditech: Ditech Mortgage Corp (“ditech”) is actively seeking production teams that are looking to grow professionally and financially. Take advantage of what we can offer you and your team to elevate your career and income. Our focus is on teams of self-sourcing state licensed loan originators with the skill and experience to generate quality mortgage loans through a network...
Reporting Specialist I Description Work days & hours: Monday - Friday (8:00am - 5:00pm) Time allowed for lunch: 1 hour Desired start date: ASAP Approximate duration of assignment:6/30/2015 Qualifications This role will be responsible for the research and reconciliation of cost basis information. Candidates will need to possess strong analytical skills, attention to detail; basic knowledge o...
SunTrust Banks Orlando_, FL
Description The Account Specialist will be responsible for supporting one or more Investment Advisors in different locations and their book of clients. In this position, monthly investment reports and quarterly client meeting materials will be compiled using holdings and performance information from multiple internal and third party sources. The Account Specialist will learn all aspects of the In...

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Finance Career Tools

Investment Specialist

Salaries

$27,040.00 - $131,100.00
Typical Salary for Investment Specialist in Florida
(51 Respondents)
Source: Monster.com Careerbenchmarking Tool

Education / Training

Bachelor's
47.7%
Some College Coursework Completed
20.5%
High School
13.6%
Master's
11.4%
Associates
6.8%
(44 Respondents)
Source: Monster.com Careerbenchmarking Tool

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