U.S. Private Bank - Investment Specialist - Associate
On-site · Miami, Florida, United States
Job Summary
Investment Specialist in the U.S. Private Bank to support investors and bankers by validating investment objectives, preparing product recommendations, and assisting with asset allocation and investment policy statements. You will build strong relationships with internal clients, coordinate sales efforts, ensure compliance with securities policies and code of conduct, and leverage capital markets experience to support client outcomes. Requires a Bachelor's degree and Series 7/66 and Insurance licenses (or the ability to obtain licenses within 90 days), plus capital markets or institutional brokerage experience, strong communication, analytical, and multi-tasking skills, and proficiency with Microsoft Office.
Required Qualifications
- Bachelor’s degree required
- Series 7, 66 and Insurance licenses required for position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date
- Capital markets or institutional brokerage experience
- Ability to multi-task and manage priorities effectively
- Excellent communication skills
- Strong analytical, quantitative, and problem-solving skills
Apply with one swipe on Sorce. We auto-fill applications and apply on your behalf — no cover letters, no 40-minute forms.
Hiring someone like this?
Get your role in front of qualified candidates on Sorce.