Investment Analyst jobs in Santa Maria, CA
Investment Analyst is responsible for the evaluation of investment activities such as short-term debt securities, long-term equity, investment projects and objectives. Analyzes investment opportunities and recommends investments as appropriate. Being an Investment Analyst may help to evaluate stock investment and major projects for high-level analysis. Requires a bachelor's degree. Additionally, Investment Analyst typically reports to a supervisor or manager. The Investment Analyst contributes to moderately complex aspects of a project. Work is generally independent and collaborative in nature. To be an Investment Analyst typically requires 4 to 7 years of related experience. (Copyright 2024 Salary.com)
Recently Added Investment Analyst jobs
Investment Services - Financial Advisor with FAA - Central Coast
- Golden 1 Talent Acquisition Team
-
Atascadero, CA
FULL_TIME
- TITLE: FINANCIAL ADVISOR (WITH FINANCIAL ADVISOR ASSOCIATE) DEPARTMENT: INVESTMENT SERVICES STATUS: EXEMPTJOB CODE: 3207 PAY SCALE: $66,650.00 - $66,650.00 ANNUALLY GENERAL DESCRIPTION: Meet with Credit Union members to advise, develop, recommend, implement and monitor financial planning and investment products and services. The primary products utilized are mutual funds, annuities, 529 plans and life insurance. TASKS, DUTIES, FUNCTIONS: 1.Meet with members to mutually define their personal and financial goals, needs and priorities for the development of individual financial plans. 2.Introduce non-deposit investment and insurance products maintaining compliance standards set forth by the NASD, SEC and current broker dealer’s compliance officer. 3.Maintain a thorough understanding of state and federal laws and regulations related to credit union compliance including bank secrecy and anti-money laundering laws appropriate to the position. 4.Foster a positive and engaging work environment for the Financial Advisor Associate by promoting skills development, coaching for improvement and growth, and inspiring through words and actions. 5.Develop, maintain and update member-client information and files in an accurate and compliant manner. 6.Conduct member-client portfolio reviews on a periodic basis. 7.Meet with assigned branch managers and staff on a regular basis to educate on referral opportunities and to encourage referral activity. 8.Work with the Education Department to conduct investment related workshops for management, staff, and/or members. 9.Keep up to date and knowledgeable of current investment products offered through our broker/dealer. 10.Complete and submit weekly activity reports, annual marketing and business plans, quarterly business plan reviews and other reports as assigned on a timely basis. 11.Answer general questions from members in regard to investment and credit union products and services. 12.When appropriate promote cross-referrals or cross-sales of credit union products. PHYSICAL SKILLS, ABILITIES, AND EXERTION UTILIZED IN THE PERFORMANCE OF THESE TASKS: 1.Effective oral and written communication skills required to make presentations and discuss products and services. 2.Must possess sufficient manual dexterity to skillfully operate an on-line computer terminal and other standard office equipment, such as financial calculators, personal computer, facsimile machine and telephone. ORGANIZATIONAL CONTACTS & RELATIONSHIPS: 1.INTERNAL: Management group and staff. 2.EXTERNAL: Members, non-members, Securities Dealers, Insurance carriers, various vendors and Credit Union league personnel. QUALIFICATIONS: 1.EDUCATION: Bachelor of Arts degree desired or equivalent experience in the personal investment field. 2.EXPERIENCE: Three years of experience in the sales and delivery of personal investment products and services with at least one year experience in a financial institution. 3.KNOWLEDGE/SKILLS: Personal computer, oral and written communication skills, organizational skills, knowledge of credit union rules, regulations and policies, knowledge of Microsoft Outlook, Word, Excel, and Access, member relations skills, ten key, HP Calculator, and Facsimile machine skills. PHYSICAL REQUIREMENTS: 1.Prolonged sitting throughout the workday with occasional mobility required. 2.Corrected vision within the normal range. 3.Hearing within normal range. A device to enhance hearing will be provided if needed. 4.Occasional movements throughout the department daily to interact with clients, staff, accomplish tasks, etc. 5.Frequent travel is required. REQUIRED LICENSES/CERTIFICATIONS: •Valid California driver's license. •California Insurance Licenses: Life & Disability. •FINRA license 7 and 66 registration. •Long Term Care License •Financial Planning / Wealth Management Designation or obtained within two (2) years : CFP, CWS, ChFC, AIF, AAMS, CWM, WMS, CWMS, MFP, MCEP THIS JOB DESCRIPTION IN NO WAY STATES OR IMPLIES THAT THESE ARE THE ONLY DUTIES TO BE PERFORMED BY THIS EMPLOYEE. HE OR SHE WILL BE REQUIRED TO FOLLOW OTHER INSTRUCTIONS AND TO PERFORM OTHER DUTIES REQUESTED BY HIS OR HER SUPERVISOR THAT ARE WITHIN HIS / HER KNOWLEDGE, SKILL AND ABILITY AS WELL AS HIS / HER MENTAL AND PHYSICAL ABILITIES. REV. 2/8/2024
- 14 Days Ago
Workforce Investment Grant (WIG) Coordinator, Temporary, Full-Time
- t-mha
-
San Luis Obispo, CA
FULL_TIME|TEMPORARY
- Job Description: POSITION SUMMARY The Workforce Investment Grant (WIG) Coordinator will oversee all logistical aspects of the peer workforce grant in San Luis Obispo County and Santa Barbara County us...
- 8 Days Ago
Workforce Investment Grant, part-time temporary, San Luis Obispo & Santa Barbara County
- Transitions-Mental Health Association
-
San Luis Obispo, CA
PART_TIME|TEMPORARY
- Job Description: Position Summary The Workforce Investment Grant Peer Intern will engage in peer training to enhance job readiness to work in the behavioral health field. They will shadow designated p...
- 7 Days Ago
Financial Analyst
- Coastal Community Builders, Inc.
-
Pismo Beach, CA
FULL_TIME
- Job Summary:We are seeking a skilled Financial Analyst to join our team and to manage real estate portfolios, financial models and proformas. The ideal candidate will be a strategic thinker, possess e...
- 17 Days Ago
Data Analyst
- Rantec Power Systems, Inc.
-
Los Osos, CA
FULL_TIME
- Rantec is hiring a Data Analyst! (***No relocation support provided)Come join our team! Based in Los Osos, California, located along California's scenic Central Pacific coastline, Rantec offers many o...
- 8 Days Ago
Programmer Analyst
- Cuesta College
-
San Luis Obispo, CA
FULL_TIME
- Cuesta College Salary: $85,248.00 - $93,984.00 Annually Job Type: Full Time Job Number: FY2324-00076 Location: San Luis Obispo Campus, CA Department: Administrative Services Closing: 10/2/2023 11:59 P...
- 9 Days Ago
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0 Investment Analyst jobs found in Santa Maria, CA area
Sr Financial Services Representative
- Pacific Premier Bank
-
San Luis Obispo, CA
- Description The Sr. Financial Services Representative opens new consumer and non-personal accounts with accuracy, effici...
- 4/24/2024 12:00:00 AM
Fleet (Route) Maintenence Supervisor
- Penske
-
Santa Maria, CA
- Responsibilities As a Penske Maintenance Supervisor you will use your excellent communication, organization, and multita...
- 4/24/2024 12:00:00 AM
Housekeeping aide-1
- Santa Maria Terrace
-
Santa Maria, CA
- Santa Maria Terrace is currently seeking a Housekeeper to join our team of dedicated professionals who want to make a di...
- 4/24/2024 12:00:00 AM
Product Manager- Hydrogen Energy Market
- Entegris
-
San Luis Obispo, CA
- Here at Entegris, we use advanced science to enable technologies that transform the world, and we are seeking employees ...
- 4/23/2024 12:00:00 AM
Product Manager- Hydrogen Energy Market
- Entegris
-
San Luis Obispo, CA
- Here at Entegris, we use advanced science to enable technologies that transform the world, and we are seeking employees ...
- 4/23/2024 12:00:00 AM
Agronomic Service Representative - Coastal California
- Syngenta Canada
-
Santa Maria, CA
- Job Description Agronomic Service Representative - Coastal California - ( 18037643 ) **Description** **About Syngenta** ...
- 4/23/2024 12:00:00 AM
Engineering Project Manager
- Cherokee Nation Businesses
-
Lompoc, CA
- Engineering Project Manager This position requires the ability to obtain a Public Trust and US Citizenship required per ...
- 4/22/2024 12:00:00 AM
Engineering Project Manager
- Cherokee Nation Businesses
-
Lompoc, CA
- Engineering Project Manager This position requires the ability to obtain a Public Trust and US Citizenship required per ...
- 4/20/2024 12:00:00 AM
About Santa Maria, California
Santa Maria is a city near the Southern California coast in Santa Barbara County. It is approximately 65 miles (105 km) northwest of Santa Barbara and 150 miles (240 km) northwest of downtown Los Angeles. Its estimated 2018 population was 108,470, making it the most populous city in the county and the Santa Maria-Santa Barbara, CA Metro Area. The city is notable for its wine industry and Santa Maria-style barbecue. Sunset magazine called Santa Maria "The West's Best BBQ Town".
Santa Maria is located at 34°57′5″N 120°26′0″W / 34.95139°N 120.43333°W / 34.95139; -120.43333 (34.951377, -120.433...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Investment Analyst jobs
$96,256 to $143,562
Santa Maria, California area prices
were up 2.5% from a year ago
were up 2.5% from a year ago
What does an Investment Analyst do?
Investment Analyst in Augusta, GA
It will help you understand the performance of business, ongoing projects, and investments.
November 21, 2019
Investment Analyst in Burlington, VT
This is one statistic of many, showing how much ESG investment is growing.
October 28, 2019
Investment Analyst in Pensacola, FL
You can find out more about becoming an investment analyst from.
October 04, 2019