Investment Specialist jobs in Georgia

Investment Specialist analyzes and researches financial markets, securities, and investment products to assess risks, evaluate potential returns, and make informed investment decisions for an organization. Collects and researches economic data, financial metrics, and market conditions to develop and build financial models, forecasts, and investment strategies. Being an Investment Specialist monitors and analyzes portfolio performance, asset allocation, and risk exposure to ensure alignment with the organization's investment objectives, strategies, and risk tolerance levels. Prepares investment reports and analyses on investment opportunities or strategies to identify trends and recommend actions for the organization. Additionally, Investment Specialist utilizes mathematical formulas and statistical analyses to identify potential or alternative investments and calculate and evaluate financial health, returns, and fair value of securities, assets, or other investments. Requires a bachelor's degree. Typically reports to a manager. The Investment Specialist work is highly independent. May assume a team lead role for the work group. A specialist on complex technical and business matters. To be an Investment Specialist typically requires 7+ years of related experience. (Copyright 2024 Salary.com)

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Investment Specialist - Naples
  • Keller Executive Search International
  • Columbus, GA FULL_TIME
  • Our client, a boutique wealth management firm, is seeking a licensed and experienced Financial Advisor to join their team in Naples, Florida. As a Financial Advisor, you will be responsible for providing financial planning and investment advice to clients. The firm specializes in making unique portfolios made up of stocks and bonds. The ideal candidate should have a proven track record in bringing in new clients, closing deals, and generating leads.

    Key Responsibilities:

    • Develop and implement strategies to attract new clients and increase revenue
    • Provide financial planning and investment management services to clients with a focus on creating unique portfolios made up of stocks and bonds
    • Build and maintain strong client relationships
    • Analyze financial information and provide recommendations
    • Stay up-to-date with industry trends and regulations
    • Collaborate with team members to deliver exceptional client service


    Requirements

    • Series 7 License
    • Proven experience as a Financial Advisor with a focus on bringing in new clients and closing deals
    • Strong communication and interpersonal skills
    • Ability to analyze financial information and provide recommendations
    • Knowledge of stocks and bonds


    Benefits

    • Competitive Base Salary
    • Work exclusively with High Net Worth individuals.
    • Relocate to Naples, Florida.
    • Lucrative commissionable earnings. Be part of a boutique firm where the current advisors earn between $400k and $800k in commission per annum.
  • 12 Days Ago

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Real Estate Investment Sales Specialist
  • Offr Plus, LLC
  • Atlanta, GA FULL_TIME
  • We are eagerly seeking a talented full-time real estate acquisitions specialist to join our real estate team. You will pursue new properties for the company and cultivate relationships with buyers to ...
  • 1 Day Ago

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Investment Management Data Engineer
  • IMG Voya Investment Management LLC
  • Atlanta, GA FULL_TIME
  • Together we fight for everyone’s opportunity for a better financial future. We will do this together — with customers, partners and colleagues. We will fight for others, not against: We will stand up ...
  • 5 Days Ago

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VP RE Investment Officer
  • IMG Voya Investment Management LLC
  • Atlanta, GA FULL_TIME
  • Together we fight for everyone’s opportunity for a better financial future. We will do this together — with customers, partners and colleagues. We will fight for others, not against: We will stand up ...
  • 16 Days Ago

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Medical Billing/Collections Specialist
  • Mri Imaging Specialist
  • Norcross, GA FULL_TIME
  • Radiology Imaging Center looking for a skilled Billing and Coding Specialist with knowledge in Accounts Receivable Clerk to provide financial, administrative and clerical services. Must have 1 year of...
  • 24 Days Ago

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Service Technician / Maintenance Technician (HVAC)
  • Air Conditioning Specialist, INC
  • Conyers, GA FULL_TIME
  • Job DescriptionHVAC Technician - Covington, GAJob Description:As an HVAC Technician, or Heating, Ventilation, and Air Conditioning Technician, you'll be responsible for installing, maintaining, and re...
  • 2 Days Ago

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Finance Investment Specialist
  • Artemis Consultants
  • Jersey City, NJ
  • This person will be working with Investment team for a major Insurance client. The ideal candidate should have hands-on ...
  • 6/10/2024 12:00:00 AM

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Financing and Investment Specialist
  • Antelope Enterprises Holdings USA Inc
  • New York, NY
  • Job Description: As a Financing and Investment Specialist Intern, you will play a crucial role in our firm's financial o...
  • 6/10/2024 12:00:00 AM

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Investment Specialist
  • Envestnet
  • Chicago, IL
  • Description Envestnet is seeking a passionate and talented Investment Specialist join our Sales team. This position is e...
  • 6/10/2024 12:00:00 AM

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Real Estate Investment Specialist
  • Canvas Forum
  • Canvas Forum is a licensed real estate brokerage that helps buyers and sellers navigate the investment real estate trans...
  • 6/9/2024 12:00:00 AM

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Real Estate Investment Specialist
  • Canvas Forum
  • Investment Real Estate Sales/Dispositions Agent Canvas Forum is a licensed real estate brokerage that helps buyers and s...
  • 6/9/2024 12:00:00 AM

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Financial Service Representative- Retirement and Benefits Investment Specialist
  • Bank of America
  • Scranton, PA
  • Financial Service Representative- Retirement and Benefits Investment Specialist Pennington, New Jersey;Tampa, Florida; S...
  • 6/9/2024 12:00:00 AM

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Senior Investment Specialist, Client Portfolio Manager
  • Macquarie Group Limited
  • Philadelphia, PA
  • Senior Investment Specialist, Client Portfolio Manager Philadelphia Join our team as a senior member of Macquarie Credit...
  • 6/8/2024 12:00:00 AM

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Senior Investment Specialist, Client Portfolio Manager
  • Macquarie
  • Philadelphia, PA
  • Join our team as a senior member of Macquarie Credit's US Investment Solutions and Strategy (ISS). In this role you will...
  • 6/7/2024 12:00:00 AM

Georgia is a state in the Southeastern United States.Beginning from the Atlantic Ocean, the state's eastern border with South Carolina runs up the Savannah River, northwest to its origin at the confluence of the Tugaloo and Seneca Rivers. It then continues up the Tugaloo (originally Tugalo) and into the Chattooga River, its most significant tributary. These bounds were decided in the 1797 Treaty of Beaufort, and tested in the U.S. Supreme Court in the two Georgia v. South Carolina cases in 1923 and 1989. The border then takes a sharp turn around the tip of Rabun County, at latitude 35°N, thou...
Source: Wikipedia (as of 04/17/2019). Read more from Wikipedia
Income Estimation for Investment Specialist jobs
$126,948 to $185,609

Investment Specialist in Oakland, CA
Job Description Mortgage SpecialistSTRATEGIC ROLEThe Mortgage Specialist position is a member of a.
February 09, 2020
Investment Specialist in Richland, WA
Manages relationship between investment product house and brokers to sell products and provide detailed product information and performance results.
November 29, 2019
Investment Specialist in Anchorage, AK
Job Description Reporting to the Quality Assurance Manager (QAP), the Quality Assurance Specialist is.
December 22, 2019