Investment Specialist Job Description
The following is a full job description for Investment Specialist. Here are the requirements and responsibilities for Investment Specialist along with statistics. If after reading this page you determine that Investment Specialist is not the position you are looking for, you may want to try one of these similar titles: Top Investment Executive, Investment Operations Manager, Investment Analyst, Investment Operations Management Manager, Groupware Specialist, Marketing Specialist, Billing Specialist, Security Specialist, Product Specialist
Requirements and Responsibilities For Investment Specialist
Delivers professional investment services to customers. Reviews and recommends investment and insurance options to customers. Identifies clients' investment objectives and matches investment products. Researches and solves customers' investment needs. Requires a bachelor's degree and at least 2 years of experience in the field or in a related area. A certain degree of creativity and latitude is required. May require NASD series 6, 7 and 63 licenses. Familiar with standard concepts, practices, and procedures within a particular field. Relies on experience and judgment to plan and accomplish goals. Typically reports to a manager.
Also Referred to as: Investment Specialist
Similar Jobs:  Top Investment Executive, Investment Operations Manager, Investment Analyst, Investment Operations Management Manager, Groupware Specialist, Marketing Specialist, Billing Specialist, Security Specialist, Product Specialist
Categories:  Banking, Financial Services
Industries:  Business Services, Energy & Utilities, Financial Services, Insurance,
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