Investment Specialist
Also referred to as: Investment Specialist
Requirements and Responsibilities
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. Typically reports to a manager. May require NASD series 6, 7 and 63 licenses. Gaining exposure to some of the complex tasks within the job function. Occasionally directed in several aspects of the work. Typically requires 2 to 4 years of related experience.
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Level of Education:  Investment Specialist Salaries with an Associate's Degree, Investment Specialist Salaries with a Bachelor's Degree, Investment Specialist Salaries with a Master's Degree or MBA, Investment Specialist Salaries with a JD, MD, PhD or Equivalent
Categories:  Banking, Financial Services
Industries:  Business Services, Energy & Utilities, Financial Services, Insurance,
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