Investment Specialist jobs in Trenton, NJ

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 Advisory Specialist
  • Bank of America
  • Pennington, NJ FULL_TIME
  • Job Description:

    The Merrill Lynch Investment Advisory Program (IAP) combines the advice and guidance of an Advisor with investment solutions backed by the research and insights of Merrill Lynch in a single fiduciary program designed to help clients pursue meaningful outcomes.

    The Investment Advisory Specialist provides advice and guidance to Financial Advisors, and Advisory Leadership to help identify and construct suitable IAP (strategies) for clients. 

    Responsibilities include (but are not limited to) the following:

    Proactively supporting advisors in their respective markets to drive IAP growth through in person, virtual and phone interactions. They should think independently, develop, and execute strategies to achieve their growth goals for their respective territories. Also, they should partner with local market leadership to develop IAP sales strategies.

    Sharing advice and guidance informed by our Chief Investment Office that revolves around portfolio construction, investment/manager selection, asset allocation and best practices for creating a practice centered on investment advisory business.

    The role requires one week of travel per month and the remainder of the month will be based in Hopewell, NJ.

    Partnership with their coverage team potentially consisting of an internal partner and other specialists with the Investment Solutions Group to collaborate and bring holistic advice and guidance to their advisors.

    Specialists are expected to record all their relevant activities in Salesforce.com, a client relationship management tool, in order to provide the data necessary to manage activity from a metrics driven perspective.
    Required skills:

    5 years sales experience

    Bachelor’s degree required

    5 years’ experience in financial services industry preferred

    Series 7 and 63/65 or 66 required

    Knowledge of professionally managed investment products and/or investment advisory business preferred

    Ability to work under pressure, meet deadlines and meet clearly defined measurements

    Strong communication, interaction and presentation skills required

    Willing to travel on a monthly basis to meet with advisors in person

    Self-motivated, adaptive, positive attitude and high energy are a must

    Must display a passion for achieving aggressive goals in innovative and highly professional way

    Shift:

    1st shift (United States of America)

    Hours Per Week: 

    40
  • 23 Days Ago

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Consumer Investments - Investment Specialist Trainee (Obtain SIE Series 7 66)
  • Bank of America
  • Pennington, NJ FULL_TIME
  • Job Description:At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we...
  • 1 Month Ago

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Product Support Specialist / AVP - Investment Trading Software / SQL (Fixed Income, Derivatives, Equities) - Charles River Development
  • 1704 Charles River Systems Inc MA
  • Princeton, NJ FULL_TIME
  • (Jersey City, NJ - work location) What we are looking for The Post Production Support Specialist (PPSS) supports customers post go-live of the Charles River Investment Management Solution (CRIMS) impl...
  • 9 Days Ago

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Property Manager
  • CALIFORNIA COMMERCIAL INVESTMENT GR
  • Trenton, NJ OTHER
  • Job Details Job Location: Trent Center East - Trenton, NJ Position Type: Full-Time, Exempt Education Level: Associates Degree Preferred Salary Range: Undisclosed Travel Percentage: No Travel Required ...
  • 5 Days Ago

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Maintenance Technician
  • CALIFORNIA COMMERCIAL INVESTMENT GR
  • Trenton, NJ OTHER
  • Job Details Level: Experienced Job Location: Trent Center West - Trenton, NJ Position Type: Full-Time, Non-Exempt Education Level: High School Diploma or Equivalent Salary Range: $20.00 - $22.00 Hourl...
  • 1 Month Ago

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Legal Secretary- Investment Management
  • Stark & Stark, PC
  • Hamilton, NJ FULL_TIME
  • Responsibilities and Duties The candidate will assist attorneys and paralegals with general secretarial duties as well as administration and support for our annual compliance program. Responsibilities...
  • 3 Days Ago

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0 Investment Specialist jobs found in Trenton, NJ area

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Senior Investment Sales Advisor
  • Sands Investment Group
  • Philadelphia, PA
  • Description Sands Investment Group (SIG), one of the nation's fastest growing real estate firms as named by RE Forum, is...
  • 3/19/2024 12:00:00 AM

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Citizens Investment Assistant II - Licensed
  • Citizens
  • Bensalem, PA
  • Description If youre passionate about a career in Wealth Management, Citizens Securities, Inc. is hiring for the Investm...
  • 3/19/2024 12:00:00 AM

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Citizens Banker - InStore
  • Citizens
  • Feasterville Trevose, PA
  • Description Starting Salary: $20 / hour and up Citizens Bankers are the face of the branch. They devote their time getti...
  • 3/19/2024 12:00:00 AM

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Citizens Banker
  • Citizens
  • Warrington, PA
  • Description Starting Salary: $20 / hour and up Citizens Bankers are the face of the branch. They devote their time getti...
  • 3/19/2024 12:00:00 AM

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Citizens Banker
  • Citizens
  • Philadelphia, PA
  • Description Starting Salary: $20 / hour and up Citizens Bankers are the face of the branch. They devote their time getti...
  • 3/19/2024 12:00:00 AM

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Citizens Investment Assistant II - Licensed
  • Citizens
  • Philadelphia, PA
  • Description If youre passionate about a career in Wealth Management, Citizens Securities, Inc. is hiring for the Investm...
  • 3/19/2024 12:00:00 AM

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Relationship Banker - Feasterville Financial Center - Feasterville Trevose, PA
  • Bank of America
  • Feasterville Trevose, PA
  • Relationship Banker - Feasterville Financial Center - Feasterville Trevose, PA Feasterville Trevose, Pennsylvania **Job ...
  • 3/17/2024 12:00:00 AM

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Relationship Banker - North Broad Financial Center - Philadelphia, PA
  • Bank of America
  • Philadelphia, PA
  • Relationship Banker - North Broad Financial Center - Philadelphia, PA Philadelphia, Pennsylvania **Job Description:** At...
  • 3/15/2024 12:00:00 AM

According to the United States Census Bureau, the city had a total area of 8.155 square miles (21.122 km2), including 7.648 square miles (19.809 km2) of land and 0.507 square mile (1.313 km2) of water (6.21%). Several bridges across the Delaware River – the Trenton–Morrisville Toll Bridge, Lower Trenton Bridge and Calhoun Street Bridge – connect Trenton to Morrisville, Pennsylvania, all of which are operated by the Delaware River Joint Toll Bridge Commission. Trenton is located near the exact geographic center of the state, which is 5 miles (8.0 km) located southeast of Trenton. The city is so...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Investment Specialist jobs
$115,715 to $195,622
Trenton, New Jersey area prices
were up 1.5% 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