Investment Specialist jobs in Racine, WI
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)
Recently Added Investment Specialist jobs
Regional Investment Consultant, North Central Region
- Meeder Investment Management
-
Great Lakes, IL
FULL_TIME
-
Meeder Investment Management is an employee-owned firm that has helped clients successfully reach their financial goals since 1974. Located in Dublin, Ohio, Meeder has over 100 professionals dedicated to serving the financial needs of individuals, corporations, and government entities, with over $25 billion in assets under management, advisement, and administration.Meeder’s advice and product suite is driven by our founding principle: providing investment solutions designed to improve investor outcomes. Meeder works with clients – both directly and through financial advisors – to offer a broad suite of investment solutions including mutual funds, investment portfolios, separately managed accounts, retirement plan services, and cash management solutions.Meeder associates enjoy a dynamic working environment that is built on our five core values: Integrity, Passion, Discipline, Excellence, and Results. To foster these core values, we look for candidates who are team-oriented, resourceful, and energetic and want to make an impact on a thriving firm.The successful candidate must possess the skills to discuss and present Meeder’s investment solutions to Registered Investment Advisors (RIAs) and Registered Representatives. Utilizing a consultative approach, the candidate must effectively provide investment solutions across Mutual Funds, Managed Account Solutions, and SMAs. The Great Lakes Region includes Illinois, Wisconsin, North Dakota, and South Dakota. The ideal candidate would currently reside within the territory.Primary Responsibilities
- Partner with existing Senior Regional Consultant in the Central Plains during the transition of existing clients in the assigned states.
- Provide Internal Consultant type support for the balance of the Central Plains territory.
- Quickly become a subject matter expert on all investment solutions and services.
- Successfully implement the company's consultative sales process.
- Develop and execute territory sales plans; leverage resources to achieve quarterly and annual sales and activity targets.
- Build and maintain strong advisor relationships to achieve asset retention goals.
- Identify and develop client prospects
- Demonstrate knowledge of Independent RIAs and Broker Dealers proprietary platforms and competition.
- Present at client seminars and training sessions; attend industry conferences as assigned.
- Demonstrate effective territory management, including efficient scheduling, appropriate CRM completion and adherence to travel and expense budgets.
- Work with Manager and Senior Regional Consultant to build and manage territory.
Critical Success Factors- Have conviction and passion for the firm’s investment solutions and services.
- Demonstrate leadership qualities, ambition and be a self-motivated team player.
- Ability to recognize opportunities and provide outstanding follow-up and service.
- Strong presentation and communication skills.
- Strong listening and probing skills to aid in identifying opportunities and provide solutions.
- Good organizational skills.
Skills Required- 3 years as experienced successful Internal or Hybrid Consultant in the investment services industry
- CIMA, CFP, CPWA, BFA or CFA are preferred
- Bachelor’s Degree
- FINRA Series 6 or 7 licensed, 65 preferred.
- Proficient in CRM, Microsoft Excel, Word and PowerPoint software programs, as well as Morningstar and Zephyr.
- 10 Days Ago
Property Management Intern (Multi-Site, 4 Locations) Summer 2024
- Monarch Investment and Management Group
-
Waukegan, IL
INTERN
- Description Summer 2024 Paid Internship Opportunities! (May-August / Flexible) Why be part of any internship when you can be part of a group that fosters real career growth. At Monarch, opportunity is...
- Just Posted
Multi-Site Leasing Agent (Waukegan, IL)
- Monarch Investment and Management Group
-
Waukegan, IL
FULL_TIME
- Description We are looking for an Apartment Leasing Agent to join our team! This role will lease apartments at The Reserve at Eagle Ridge, Northgate, Harbor Lake and Fox Crest Apartments located in Wa...
- 7 Days Ago
Department Manager
- masucci investment company
-
Wadsworth, IL
FULL_TIME
- Department Manager - McDonald’s® company-owned and independent Owner-Operator restaurants are staffed by great people, and right now we’re looking for more of them. People interested in satisfying car...
- 22 Days Ago
Crew
- masucci investment company
-
Bluff, IL
FULL_TIME
- Crew Person - You don’t want to work just anyplace, and you don’t want to work just anytime. Maybe it’s breakfast. Maybe it’s lunch. Maybe it’s late nights. Maybe it’s weekends. Whatever it is, you wa...
- 22 Days Ago
Crew
- masucci investment company
-
Gurnee, IL
FULL_TIME
- Crew Person - You don’t want to work just anyplace, and you don’t want to work just anytime. Maybe it’s breakfast. Maybe it’s lunch. Maybe it’s late nights. Maybe it’s weekends. Whatever it is, you wa...
- 23 Days Ago
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0 Investment Specialist jobs found in Racine, WI area
Hearing Instrument Specialist or AUD
- HearingLife
-
Racine, WI
- Overview : Who WE Are: HearingLife?is a national hearing care company and part of the Demant Group, a global leader in h...
- 4/18/2024 12:00:00 AM
Insurance Agency Owner
- AAA-The Auto Club Group
-
Kenosha, WI
- AAA - The Auto Club Group, is seeking ambitious, business-minded, and visionary Entrepreneurial Agency Owners to join ou...
- 4/18/2024 12:00:00 AM
Insurance Agency Owner
- AAA-The Auto Club Group
-
Racine, WI
- AAA - The Auto Club Group, is seeking ambitious, business-minded, and visionary Entrepreneurial Agency Owners to join ou...
- 4/17/2024 12:00:00 AM
Owner
- AAA-The Auto Club Group
-
Kenosha, WI
- AAA - The Auto Club Group, is seeking ambitious, business-minded, and visionary Entrepreneurial Agency Owners to join ou...
- 4/17/2024 12:00:00 AM
Insurance Agency Owner
- Aaa-the Auto Club Group
-
Racine, WI
- AAA - The Auto Club Group, is seeking ambitious, business-minded, and visionary Entrepreneurial Agency Owners to join ou...
- 4/16/2024 12:00:00 AM
Registered Nurse - Inpatient Rehab
- Hiring Now!
-
Franksville, WI
- Advantis Medical is currently seeking an experiencedMed Surg Registered Nurse (RN) for an exciting new travel job in Gre...
- 4/15/2024 12:00:00 AM
Registered Nurse - Inpatient Rehab
- Hiring Now!
-
Caledonia, WI
- Advantis Medical is currently seeking an experiencedMed Surg Registered Nurse (RN) for an exciting new travel job in Gre...
- 4/15/2024 12:00:00 AM
Registered Nurse - Inpatient Rehab
- Hiring Now!
-
Oak Creek, WI
- Advantis Medical is currently seeking an experiencedMed Surg Registered Nurse (RN) for an exciting new travel job in Gre...
- 4/15/2024 12:00:00 AM
About Racine, Wisconsin
Racine (/rəˈsiːn/ rə-SEEN) is a city in and the county seat of Racine County, Wisconsin, United States. It is located on the shore of Lake Michigan at the mouth of the Root River. Racine is located 22 miles south of Milwaukee. As of the 2010 U.S. census, the city had a population of 78,860, making it the fifth-largest city in Wisconsin. Its median home price of $103,625 makes it one of the most affordable cities in Wisconsin to buy a home. In January 2017, it was rated "the most affordable place to live in the world" by the Demographia International Housing Affordability survey.
Racine is th...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Investment Specialist jobs
$103,561 to $175,080
Racine, Wisconsin area prices
were up 1.8% from a year ago
were up 1.8% from a year ago
What does an Investment Specialist do?
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