Claire Myers Consulting
Location:
United States/ Hybrid Schedule working out of local office 2 days per week Base Compensation:
$80-$120K plus bonus potential and benefits Overview Our client is a leading financial planning firm in high growth mode in the Washington DC metro area that is seeking for an experienced Investment Specialist. This person will help facilitate and accelerate the growth of the team that has been recognized by Forbes as a Best-In-State top financial security group. Key Responsibilities Trading Money Movements including transfers, 401k rollovers, ACH/wires Tax loss harvesting Investment research and proposals Meeting with wholesalers and alternative investment specialists Keeping up to date on the market and new investment opportunities Client communication Sitting in on virtual client meetings Rebalancing and monitoring portfolios Asset location analysis Householding families for billing Assisting clients with website and investment data Roth conversions Tracking and Reporting Qualifications 5+ years of experience in investment operations Series 7 required Base salary: $80-120K (depending on experience and licensing) plus bonus potential and Seniority level
Seniority level Mid-Senior level Employment type
Employment type Full-time Job function
Job function Finance Referrals increase your chances of interviewing at Claire Myers Consulting by 2x Get notified about new Investment Specialist jobs in
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United States/ Hybrid Schedule working out of local office 2 days per week Base Compensation:
$80-$120K plus bonus potential and benefits Overview Our client is a leading financial planning firm in high growth mode in the Washington DC metro area that is seeking for an experienced Investment Specialist. This person will help facilitate and accelerate the growth of the team that has been recognized by Forbes as a Best-In-State top financial security group. Key Responsibilities Trading Money Movements including transfers, 401k rollovers, ACH/wires Tax loss harvesting Investment research and proposals Meeting with wholesalers and alternative investment specialists Keeping up to date on the market and new investment opportunities Client communication Sitting in on virtual client meetings Rebalancing and monitoring portfolios Asset location analysis Householding families for billing Assisting clients with website and investment data Roth conversions Tracking and Reporting Qualifications 5+ years of experience in investment operations Series 7 required Base salary: $80-120K (depending on experience and licensing) plus bonus potential and Seniority level
Seniority level Mid-Senior level Employment type
Employment type Full-time Job function
Job function Finance Referrals increase your chances of interviewing at Claire Myers Consulting by 2x Get notified about new Investment Specialist jobs in
Washington DC-Baltimore Area . Potomac, MD $76,000.00-$111,000.00 2 days ago Washington, DC $67,000.00-$134,000.00 3 days ago Investment Specialist-Treasury Specialist V
Investment Performance Reporting Analyst
Baltimore, MD $85,000.00-$110,000.00 3 weeks ago Investment Consultant - Washington, D.C.
Washington, DC $56,000.00-$72,000.00 1 week ago Arlington, VA $125,000.00-$175,000.00 5 days ago Towson, MD $49,920.00-$100,000.00 2 weeks ago Frederick, MD $68,000.00-$120,000.00 2 days ago Citi Private Bank - UHNW Investment Counselor - Director / MD
Washington, DC $200,000.00-$500,000.00 1 week ago Director, Private Equity Investment Management Advisory (OPEN TO ALL US LOCATIONS)
Washington, DC $190,000.00-$225,000.00 2 weeks ago Vice President, Investment Banking - Professional Services
Arlington, VA $85,900.00-$179,500.00 1 week ago Business Development Manager - Investment Management
FAMILY INVESTMENT SPECIALIST I (STATEWIDE)
Credit Product Specialist, Global Wealth & Investment Management
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Washington, DC $104,000.00-$276,900.00 2 days ago Private Wealth Relationship Manager (FP)
Washington, DC $200,000.00-$500,000.00 1 week ago FAMILY INVESTMENT SPECIALIST III LEAD (STATEWIDE)
Associate Attorney - Fund Finance/Investment Management
Tysons Corner, VA $165,000.00-$250,000.00 3 weeks ago FAMILY INVESTMENT SPECIALIST IV (STATEWIDE)
Columbia, MD $118,800.00-$237,600.00 1 day ago We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
#J-18808-Ljbffr