U.S. Private Bank – Investment Specialist - Associate
On-site · Fort Worth, Texas, United States
Fort Worth, Texas, United StatesOn-siteFull TimeMid LevelBachelors DegreeInvestment BankingEnterprise
Type
Full Time
Level
Mid Level
Education
Bachelors Degree
Company size
Enterprise
Industry
Investment Banking
Job Summary
Investment Specialist in the U.S. Private Bank supporting investment reviews, preparing recommendations on investment products, assisting with investment policy statements and asset allocation, building relationships with internal clients, coordinating sales efforts, and adhering to policies and procedures for securities transactions.
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
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