Investment Specialist jobs in Texas
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)
Recently Added Investment Specialist jobs
Investment Specialist
- Kestra Investment Management
-
Austin, TX
FULL_TIME
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Kestra Investment Management is a firm within Kestra Holdings, which has been supporting financial advisors for over 20 years. Kestra Investment Management help support and grow the firm’s investment offerings by providing timely market commentary, a broad suite of investment solutions and expertise that is dedicated to our financial professionals and their clients.
The Investment Specialist role is within the Kestra Investment Management (KIM) division of Kestra Holdings and will report to the VP, Head of Investment Specialists.
As the Investment Specialist, you will partner directly with financial professionals within Kestra’s distribution channels: Kestra Financial, Kestra Private Wealth Services, and Bluespring Wealth Partners. You will be responsible for driving sales to KIM’s investment solutions, along with follow-ups that include education on the models, portfolio construction, service, and any additional support. The Investment Specialist will identify, and advocate advisor requests, needs and support within the Investment team to help expand our offering.
RESPONSIBILITIES:
- Reach out and present to financial professionals to introduce and educate them on investment offerings and solutions offered.
- Build and manage relationships with the advisors to understand their investment philosophy and needs to identify areas where partnering with KIM can provide value to help grow their business.
- Build relationships with advisor facing home office employees for lead generation and opportunities to grow AUM.
- Discuss and provide advice to advisors and clients on the investment catalog, portfolio analysis, portfolio construction and trade commentary related to the market outlook.
- Field incoming requests for information, support, and analysis to directly support end clients.
- Run the sales process to onboard new accounts with KIM solutions to build our business.
- Sales
- Relationship Management
- Investment-Related Analytics
- Ability to present via phone, teams or zoom
- Customer Service
- Undergraduate degree from a four-year accredited college or university.
- 5 years of experience in wealth management required, experience working with independent advisors preferred.
- Investment-related technology and tools: Morningstar Direct, Fact Set.
- Portfolio construction using model portfolios and strategies for investment recommendations.
- Meeting sales goals and driving results.
- FINRA Series 7 and FINRA Series 66 Required.
Internal applicants must be in good standing and have a minimum of 1 year of service with Kestra. Internal applicants must also have a minimum of 1 year service in current role unless approved by EVP.
BENEFITS:
Full health, vision, dental. 401(k) plans along with a host of voluntary plans such as car insurance, legal services and more.
DISCLOSURE:
By applying to a job at Kestra Financial, Inc., you are agreeing to the following statements:- You acknowledge that if hired, Kestra Financial, Inc. may, obtain and use background information concerning your credit, character, general reputation, personal characteristics, work habits, performance and experience for evaluation for your potential employment.
- It is the policy of Kestra Financial to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, sex, sexual orientation, gender, identity or expression, age, disability, marital status, citizenship, national origin, genetic information, or any other characteristic protected by law. Kestra Financial prohibits any such discrimination or harassment.
- 5 Days Ago
Investment Specialist
- Rethink Wealth
-
Fort Worth, TX
FULL_TIME
- Rethink Wealth is looking for financial professionals who want to make a difference, looking for a work community, work-life harmony, mentorship, and personal growth opportunities in a very rewarding ...
- 13 Days Ago
Financial Planning Specialist
- Frost Investment Services, LLC
-
Houston, TX
FULL_TIME
- Job Description It’s about supporting people, our people. Do others describe you as dependable and hardworking? Do you have a knack for paying attention to all the small details? Do you like working i...
- 2 Days Ago
Customer Service Specialist
- Two Harbors Investment Corp.
-
Coppell, TX
FULL_TIME
- Position Summary: RoundPoint’s brand identity rests in the hands of the Customer Service Representative. The Customer Service Representative manages RoundPoint’s reputation and advances it through sup...
- 30 Days Ago
Mutual Fund Specialist
- Resolute Investment Managers
-
Irving, TX
FULL_TIME
- Resolute Investment Managers, Inc. Mutual Fund Specialist Resolute Investment Managers, Inc. ("Resolute") is a diversified, multi-affiliate asset management platform that partners with affiliated and ...
- 8 Days Ago
Lead Generation Specialist
- Directors Investment Group
-
Abilene, TX
FULL_TIME
- Does this describe you?OrganizedAdaptableDisciplinedDetail-OrientedIf so, let’s talk!!We are seeking a self-motivated person to join our team as a LEAD GENERATION SPECIALIST. The person selected will ...
- 9 Days Ago
Investment Specialist jobs at Popular Companies
Chief Investment Specialist
- State of Nebraska
-
Lincoln, NE
- The work we do matters! Hiring Agency: Insurance - Agency 22 Location: Lincoln Job Posting Hiring Rate: $42.730 Classifi...
- 6/2/2024 12:00:00 AM
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...
- 6/2/2024 12:00:00 AM
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 ...
- 5/31/2024 12:00:00 AM
Asset Management - Alternatives Infrastructure Investment Specialist - Vice President
- JPMorgan Chase
-
New York, NY
- J.P. Morgan Asset Management is the world's third-largest alternatives manager, with a 40-year history of delivering inn...
- 5/31/2024 12:00:00 AM
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...
- 5/30/2024 12:00:00 AM
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...
- 5/30/2024 12:00:00 AM
Treasury & Investment Specialist II
- StateJobsNY
-
Albany, NY
- Minimum Qualifications Bachelor's degree plus two years relevant experience or an Associate's degree plus four years of ...
- 5/30/2024 12:00:00 AM
U.S. Private Bank - Investment Specialist - Associate
- JPMorgan Chase
-
Fort Worth, TX
- Posting Description We are actively looking for exceptionally talented individuals who are collaborative, confident and ...
- 5/29/2024 12:00:00 AM
About Texas
Texas (/ˈtɛksəs/, locally /ˈtɛksɪz/; Spanish: Texas or Tejas Spanish pronunciation: [ˈtexas] (listen)) is the second largest state in the United States by both area and population. Geographically located in the South Central region of the country, Texas shares borders with the U.S. states of Louisiana to the east, Arkansas to the northeast, Oklahoma to the north, New Mexico to the west, and the Mexican states of Chihuahua, Coahuila, Nuevo León, and Tamaulipas to the southwest, while the Gulf of Mexico is to the southeast.
Houston is the most populous city in Texas and the fourth largest in the...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Investment Specialist jobs
$128,187 to $187,421
Most Popular Cities in Texas for Investment Specialist Jobs
What does an Investment Specialist do?
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Investment Specialist in Anchorage, AK
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