Investment Specialist – Retirement Plans

Location
Orlando, Florida (US)
Salary
$100,00 - $124,999
Posted
20 Sep 2021
Closes
19 Nov 2021
Industry Sector
Asset Management
Certifications
CFA Charterholder
Employment Type
Full Time
Education
Bachelors

The Investment Specialist drives business results by developing and maintaining internal investment reporting & oversight processes as well as a deep understanding of Retirement Plan Investment Solutions to fit various client needs. The specialist will serve as a resource for both Plan consultants & clients with search, selection & ongoing monitoring of investment portfolios, as well as, exhibiting technical knowledge and competency in both leading & assisting in client presentations. In addition, the Investment Specialist will support business development efforts including events, campaigns, prospect meetings, and proposals.