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Investment Specialist Jobs

156 jobs

My client is looking for a candidate with a strong background in constructing and monitoring hedge fund portfolios. This position will fall in between the investments team and the client services team as a liaison. A strong candidate profile will have prior experience evaluating and monitoring hedge fund managers across strategies and communicating its performance to clients. Client Details My c...
Investment Specialist Harnden MacLean Wealth Advisors, a private wealth advisory practice of Ameriprise Financial Services, Inc. is looking for someone with financial advisory experience to join our practice as an Investment Specialist. What we offer: A base salary Benefits: 401(K), PTO, Dependent Care, Paid Holidays Experience with true, comprehensive annual Financial Planning to our clients...
J.P. Morgan Private Bank has been helping the world’s wealthiest individuals, families, foundations, and endowments grow, manage, and sustain their wealth through personalized, comprehensive financial solutions for more than 160 years. J.P. Morgan is a global leader in asset and wealth management with assets under supervision of $2.1 trillion and assets under management of $1.4 trillion. With Priv...
J.P. Morgan Private Bank has been helping the world’s wealthiest individuals, families, foundations, and endowments grow, manage, and sustain their wealth through personalized, comprehensive financial solutions for more than 160 years. J.P. Morgan is a global leader in asset and wealth management with assets under supervision of $2.1 trillion and assets under management of $1.4 trillion. With Priv...
Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees serve clients worldwide including corporations, governments and individuals from more than 1,200 offices in 43 countries. As a market leader, the talent and passion of our people is critical to our success. ...
J.P. Morgan Private Bank has been helping the world’s wealthiest individuals, families, foundations, and endowments grow, manage, and sustain their wealth through personalized, comprehensive financial solutions for more than 160 years. J.P. Morgan is a global leader in asset and wealth management with assets under supervision of $2.1 trillion and assets under management of $1.4 trillion. With Priv...
J.P. Morgan Private Bank has been helping the world’s wealthiest individuals, families, foundations, and endowments grow, manage, and sustain their wealth through personalized, comprehensive financial solutions for more than 160 years. J.P. Morgan is a global leader in asset and wealth management with assets under supervision of $2.1 trillion and assets under management of $1.4 trillion. With Priv...
J.P. Morgan Private Bank has been helping the world’s wealthiest individuals, families, foundations, and endowments grow, manage, and sustain their wealth through personalized, comprehensive financial solutions for more than 160 years. J.P. Morgan is a global leader in asset and wealth management with assets under supervision of $2.1 trillion and assets under management of $1.4 trillion. With Priv...
Description This position is a service and support representative functioning as the client contact for Wealth Management supporting Portfolio Managers. Working within delegated authority and/or standard department guidelines, handles day-to-day client calls, answers questions, and resolves client problems, escalating items beyond specified authority to the assigned Investment Specialist. Perform...
Investment Specialist - 0003638 Description Qualifications Job : Actg/Finan-O-Not Patient Care Primary Location : Chicago Organization : 1877-Office of Investments Schedule : Full-time Shift : Day Job (1st) Job Posting : Nov 30, 2015, 10:28:23 PM _cn_ Northwestern Medicine _rfc_ 42020...
This position is a service and support representative functioning as the client contact for Wealth Management supporting Portfolio Managers. Working within delegated authority and/or standard department guidelines, handles day-to-day client calls, answers questions, and resolves client problems, escalating items beyond specified authority to the assigned Investment Specialist. Performs and monitor...
This posting is for candidates who already hold Series 7 registration. The primary role of the Investment Specialist Trainee is to acquire the necessary licenses and training to become an Investment Specialist. In addition to studying and acquiring 7 & 63, the Trainees will be required to complete the new hire training program, including classroom and on the job training activities. Once a Traine...
Advisory Investment Specialist Edward Jones is one of the nation's fastest-growing financial services firms. We currently serve nearly 7 million clients through our network of more than 11,000 branch offices. We are seeking highly motivated, results-oriented individuals as we continue to grow and meet the needs of the long-term individual investor. Our commitment to providing a workplace that bo...
J.P. Morgan Private Bank Investor Job Description J.P. Morgan Private Bank has been helping the world’s wealthiest individuals, families, foundations, and endowments grow, manage, and sustain their wealth through personalized, comprehensive financial solutions for more than 160 years. J.P. Morgan is a global leader in asset and wealth management with assets under supervision of $2.1 trillion and...
Description This posting is for candidates who already hold Series 7 registration. The primary role of the Investment Specialist Trainee is to acquire the necessary licenses and training to become an Investment Specialist. In addition to studying and acquiring 7 & 63, the Trainees will be required to complete the new hire training program, including classroom and on the job training activities. ...
Description The primary role of the Investment Specialist Trainee is to acquire the necessary licenses and training to become an Investment Specialist. In addition to studying and acquiring 7 & 63, the Trainees will be required to complete the new hire training program, including classroom and on the job training activities. Once a Trainee acquires all required licenses, completes training activi...
DescriptionThe primary role of the Investment Specialist Trainee is to acquire the necessary licenses and training to become an Investment Specialist. In addition to studying and acquiring 7 & 63, the Trainees will be required to complete the new hire training program, including classroom and on the job training activities. Once a Trainee acquires all required licenses, completes training activiti...
Description The primary role of the Investment Specialist Trainee is to acquire the necessary licenses and training to become an Investment Specialist. In addition to studying and acquiring 7 & 63, the Trainees will be required to complete the new hire training program, including classroom and on the job training activities. Once a Trainee acquires all required licenses, completes training activi...
J.P. Morgan Private Bank has been helping the world’s wealthiest individuals, families, foundations, and endowments grow, manage, and sustain their wealth through personalized, comprehensive financial solutions for more than 160 years. J.P. Morgan is a global leader in asset and wealth management with assets under supervision of $2.1 trillion and assets under management of $1.4 trillion. With Priv...
J.P. Morgan Private Bank has been helping the world’s wealthiest individuals, families, foundations, and endowments grow, manage, and sustain their wealth through personalized, comprehensive financial solutions for more than 160 years. J.P. Morgan is a global leader in asset and wealth management with assets under supervision of $2.1 trillion and assets under management of $1.4 trillion. With Priv...