Investment Specialist Jobs in Florida

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702 Florida Investment Specialist jobs found on Monster.

Jobs 1 to 20 of 702
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...
Wells Fargo Tampa, FL, 33602
Job Title: WM Investment Mgmt Specialist Job ID Number: 5049180 Schedule Type: Reg-Time Work Hours: 40 Location: Tampa,FL Qualifications: CFA level 1 Local market knowledge 2+ years investment support experience with affluent clients 2+ years investment support experience. Assists Senior Investment Managers in handling investment management activities for a group of clients. Manages ...
Bank of America Corporation Jacksonville, FL, 32277
Position Description The Merrill Edge Dedicated Field Support Team is responsible for providing end to end white glove service ownership with point of call resolution, partnership, research, and proactive support for the Field Based Financial Solutions Advisors (FB FSA). This enhanced service model is built to align with business needs and Preferred business goals which drive sales, FSA/client sa...
A Passion to Perform. It’s what drives us. More than a claim, this describes the way we do business. We’re committed to being the best financial services provider in the world, balancing passion with precision to deliver superior solutions for our clients. This is made possible by our people: agile minds, able to see beyond the obvious and act effectively in an ever-changing global business landsc...
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...
United Services Automobile Association (USAA) Tampa, FL, 33602
Job Preview: Apply now! Candidates hired prior to 11/3/14 are eligible for a $3,000 sign on bonus. We are currently seeking multiple positions for Specialized Investment Representative for our New Tampa location in Tampa, FL . The start date for this position is Monday, November 3rd . As a Specialized Investment Services Representative for USAA, you will have one of the most important roles in ...
We are looking for a motivated, professional, specialist looking to build a career in the financial services industry in sales and business development. This full time role includes - salary plus an unlimited incentive structure - compensated travel and a company car - excellent paid time off and a great benefits package - remote office set up with internet, cell phone, printer and lap top. ...
Portfolio Specialist Position Description: The role of Portfolio Specialist is to act as a product expert on Strategic Advisors, Inc. (SAI) portfolios and the associated managed account process. This role focuses on customer experience, retention and sales associated with Fidelity Managed Accounts in coordination with the client’s Account Executive. It is a direct customer contact role in which ...
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...
Business Systems Technology Specialist III POSITION SUMMARY: The Business Systems Technology Specialist III is responsible for research, analysis, deployment and utilization of third party technologies and in-house applications to automate processes. Responsible for creating and maintaining extensive troubleshooting documentation covering the organization’s application and database installations...
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...
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...
SunTrust Banks Orlando, FL, 32801
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 Investment Advi...
Johnson & Johnson companies are equal opportunity employers. Clinical Account Specialist - Sarasota/Ft. Myers/Naples, FL - Biosense Webster-7434141020 Description Biosense Webster, Inc (BWI), a member of Johnson & Johnson's Family of Companies, is recruiting for a Clinical Account Specialist for the Sarasota/Ft. Myers/Naples, FL area. Hi-Tech meets Medical Devices at Biosense Webster! If you w...
Description Portfolio Specialist Position Description: The role of Portfolio Specialist is to act as a product expert on Strategic Advisors, Inc. (SAI) portfolios and the associated managed account process. This role focuses on customer experience, retention and sales associated with Fidelity Managed Accounts in coordination with the client’s Account Executive. It is a direct customer contact r...
Fidelity National Information Services Saint Petersburg, FL
Financial Analyst Specialist - 1402391 Job summary: Develops, interprets and implements financial concepts for financial planning and control. GENERAL DUTIES AND RESPONSIBILITIES: • Performs technical analysis to determine present and future financial performance. • Gathers, analyzes, prepares and summarizes recommendations for financial plans, acquisition activity, trended future requirement...
The Bank of New York Mellon Corporation Orlando, FL
Specialist - Eagle Ops ( Job Number: 1412900 ) BNY Mellon is a global investments company dedicated to helping its clients manage and service their financial assets throughout the investment lifecycle. Whether providing financial services for institutions, corporations or individual investors, BNY Mellon delivers informed investment management and investment services in 35 countries and more than...
The Bank of New York Mellon Corporation Orlando, FL
Sr. Trade Support Specialist ( Job Number: 1412735 ) BNY Mellon is a global investments company dedicated to helping its clients manage and service their financial assets throughout the investment lifecycle. Whether providing financial services for institutions, corporations or individual investors, BNY Mellon delivers informed investment management and investment services in 35 countries and mor...

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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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