Investment Specialist jobs in Provo, UT

Investment Specialist invests in and sells short-term securities, including commercial paper to meet short-term investment and financing needs. Tracks market rates, sets rates to be paid, and the daily quantity to be sold. Being an Investment Specialist prepares periodic investment reports. Requires a bachelor's degree. Additionally, Investment Specialist typically reports to a manager. Investment Specialist is a specialist on complex technical and business matters. Work is highly independent. May assume a team lead role for the work group. To be an Investment Specialist typically requires 7+ years of related experience. (Copyright 2024 Salary.com)

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Investment assistant
  • Atria Wealth Solutions
  • American Fork, UT FULL_TIME
  • CUSO Financial Services, LP. (CFS) is seeking an Investment Sales Assistant to support one of our Financial Advisors at America First Credit Union in the American Fork, UT area.

    As an Investment Sales Assistant , you become part of the credit union environment providing support to Financial Advisors along with helping to build member relationships.

    The position is responsible for support and coordination of all activities related to client service, processing of paperwork and coordination of business development activities, as well as for a contribution to sales if appropriately licensed.

    CFS (Member FINRA / SIPC) is a broker-dealer and RIA with a stable, 24-year track record of serving the investment needs of credit unions and their members.

    We deliver a clear path to the future of wealth management with the open-minded agility, senior-level access, and expert technology to get there.

    We are led by visionary financial services leaders who see farther. We are ranked as one of the top broker-dealers in the industry and we work with some of the top financial institutions in the country.

    We invite you to join our winning team! Established in 1939, America First Credit Union has over $10 billion in assets and more than 1M members.

    America First Credit Union is one of the largest, most stable, and most progressive credit unions in the country, and has remained a member-owned, not-for-profit cooperative financial institution since its inception over seven decades ago.

    To learn more, visit www.americafirst.com Desired Qualifications : Licenses and Registrations : FINRA Series 7, 63 / 65 (or 66), and Insurance licenses preferred but not required.

    A minimum 2 years of experience in a support, sales, or administrative capacity in a financial service or sales environment Excellent organizational and communication skills Investment Sales Assistants are employed and may be registered through CFS (Member FINRA / SIPC).

    Last updated : 2024-03-23

  • 2 Days Ago

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Investment Sales Assistant
  • Atria Wealth Solutions
  • American Fork, UT PART_TIME
  • CUSO Financial Services, LP. (CFS) is seeking an Investment Sales Assistant to support one of our Financial Advisors at America First Credit Union in the American Fork, UT area.As an Investment Sales ...
  • 4 Days Ago

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Real Estate Investment Agent
  • Sumsion Real Estate
  • Mapleton, UT FULL_TIME
  • Are you ready to dive into the dynamic world of real estate with a focus on off-market deals, creative financing, and development projects? At Sumsion Real Estate, we're on the lookout for an enterpri...
  • 11 Days Ago

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Marketing Specialist
  • RILEY BLAKE DESIGNS
  • Alpine, UT FULL_TIME
  • About Riley Blake DesignsRiley Blake Designs manufactures and distributes high-quality fabrics and sewing notions worldwide. Our mission: to inspire and connect creative minds with innovative and high...
  • 19 Days Ago

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Payroll Specialist
  • Eddy
  • Provo, UT FULL_TIME
  • Payroll Specialist At Eddy, we believe the best companies are built by the best people. That’s why we’re on a mission to help local businesses hire, manage, and retain the best employees. Our all-in-o...
  • 20 Days Ago

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To-Go Specialist
  • PRP
  • American Fork, UT FULL_TIME
  • As a Togo specialist/ Server you will be responsible for the coordination and consolidation of all outgoing food items from the kitchen assuring high standards of plate presentation and food quality. ...
  • 20 Days Ago

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0 Investment Specialist jobs found in Provo, UT area

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Senior FP&A Analyst
  • Neighbor
  • Lehi, UT
  • At Neighbor, our vision is to bring communities together by solving our neighbors’ biggest challenges. We’re building th...
  • 3/28/2024 12:00:00 AM

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Front Desk Sales Associate
  • Massage Envy
  • Orem, UT
  • Earn Up To $25 Per Membership Sold + Your Base Hourly Rate!! Massage Envy is looking for committed, friendly, upbeat and...
  • 3/28/2024 12:00:00 AM

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Customer Onboarding Specialist
  • Dental Intelligence
  • Pleasant Grove, UT
  • About Us We are the leading player in the SaaS analytics and workflow space for dental practices, launched in 2015 to he...
  • 3/28/2024 12:00:00 AM

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Issuing Operator - Day Shift
  • Nature's Sunshine Products
  • Spanish Fork, UT
  • Job Description Job Description CONNECT WITH NATURE AND JOIN THE NATURE'S SUNSHINE TEAM! Nature's Sunshine is looking fo...
  • 3/28/2024 12:00:00 AM

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Collection Specialist and Associate Collector
  • The Cherrington Firm pllc
  • Provo, UT
  • Job Description Job Description We are looking for a Collections Specialist and a Collections Associate to join our team...
  • 3/27/2024 12:00:00 AM

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Financial Advisor
  • Northwestern Mutual
  • Provo, UT
  • Financial Advisor Financial Advisors at Northwestern Mutual Provo help their clients live more and worry less through ou...
  • 3/25/2024 12:00:00 AM

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AI Investment Analyst
  • Mercato
  • Salt Lake City, UT
  • About Mercato: Mercato is a top 10 global growth equity firm that pursues private investments in high-growth technology ...
  • 3/24/2024 12:00:00 AM

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IT Project Engineer
  • i.t.NOW
  • Pleasant Grove, UT
  • Job Description Job Description Project Engineer position is Full-Time & In Office Who we are: i.t.NOW™ is Utah’s premie...
  • 3/24/2024 12:00:00 AM

Provo /ˈproʊvoʊ/ is the third-largest city in Utah, United States. It is 43 miles (69 km) south of Salt Lake City along the Wasatch Front. Provo is the largest city and county seat of Utah County. Provo lies in the Utah Valley at an elevation of 4,549 feet (1,387 m). According to the United States Census Bureau, the city has a total area of 44.2 square miles (114.4 km2), of which 41.7 square miles (107.9 km2) is land and 2.5 square miles (6.5 km2), or 5.66%, is water. The Wasatch Range contains many peaks within Utah County along the east side of the Wasatch Front. One of these peaks, known as...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Investment Specialist jobs
$97,550 to $164,913
Provo, Utah area prices
were up 2.3% from a year ago

Investment Specialist in Salem, OR
The UK stock market’s mix of domestically-focused and multinational companies provides compelling long-term investment opportunities, allowing investors to build strong and internationally diversified portfolios—while benefiting from the high corporate governance and regulatory standards that are a key attraction of any UK investment.
November 27, 2019
The role is to communicate with investors and act as a stand in for the Portfolio Manager - since they are busy with the investment side.
January 02, 2020
Investment Specialist in Reno, NV
Identify customers ‘ investment needs by basic financial planning modules.
February 16, 2020
Investment Specialist in Portsmouth, NH
UNCDF is structured around on-balance-sheet de-risking investments and off-balance-sheet third party managed funds, for which UNCDF sources pipeline aligned with the SDGs, particularly in Least Developed Countries.
January 15, 2020