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Salary and Benefits

Investment Specialist
$54K-$66K / yr. (est.)
$55K
$60,785 / year
$67K
Average base salary
The salary information provided is based on data collected from various reliable sources and may vary depending on individual qualifications and other factors.

About Investment Specialist

What does an Investment Specialist do?

Functioning as Investment Specialists, we are responsible for maintaining the approved stocks in mutual funds of the company. We provide constant support to the businesses in achieving the desired investment goals as quickly as possible. We spread the federal and state laws awareness to ensure that all the actions have been performed in accordance with the official regulations and company’s quality standards. Being Investment Specialists, we are accountable for reviewing the accounts pre-order to ensure that they meet the desired intent and objectives. We find out new strategies for improving the business development functions and activities in the market areas. We also provide recommendations and outsourcing strategies and methodologies.

Core tasks:

  • providing investment support
  • preparing departmental presentation requests
  • implementing innovative investment strategies
  • identifying the customer investment needs
  • performing other duties as assigned

Insights

How Many Years of Experience Do Professionals Need Before Becoming Investment Specialist?
On average, people work 5-7 years in other positions prior to becoming a Investment Specialist.
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Investment SpecialistChicago, IL - A year ago
Oh, please! I know plenty of people who became successful Investment Specialists without wasting years in unrelated jobs. It's about talent and determination, not arbitrary numbers. 🙄
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Investment SpecialistHouston, TX - A year ago
Y'all act like this is some crazy requirement. Working in other positions before becoming an Investment Specialist provides a well-rounded perspective and can actually enhance performance. Just saying. 🤷
How Long Do Investment Specialist Employees Typically Stay in Their Roles?
On average, Investment Specialists works in this position for 3-5 years across multiple employers.
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Financial AdvisorMiami, FL - A year ago
🤨 Do they consider the variety of experiences gained by working at multiple employers in a short span of time?
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Options TraderSan Francisco, CA - A year ago
Investment Specialists should be nimble and adaptable, acquiring new skills by learning from various employers. A true asset.
What Is the Job Hopper Score for Investment Specialist Employees?
Moderate job changes in Investment Specialist, showing some career movement without excessive turnover.
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Wealth ManagerHouston, TX - A year ago
I totally agree with the need for moderate job changes. As a Wealth Manager, different experiences and exposure to various financial environments enhance our ability to serve clients efficiently.💼
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Financial AnalystMiami, FL - A year ago
well i definitely didnt appreciate my boss at the start but after a moderate job change im grateful for the new opportunities and better work life balance 😅

Career path

Path to job

Discover a Investment Specialist's areas of knowledge sorted by their majors.
Explore the list of higher education institutions that a Investment Specialist typically studied at.
Arizona State University-Tempe
Penn State University

Path after job

Community

Demographics

What Is the Age and Gender Ratio of Investment Specialist Employees?
Gender ratio in Investment Specialist position: 0.711524695776664 Male and 0.288475304223336 Female. Age ratio in Investment Specialist position: 16-20: 4%, 21-30: 73%, 31-40: 16%, 41-50: 5%, 51-60: 2%, 60+: 0%. Investment Specialist position is predominantly male (71.2%) with the largest age group being 21-30 years old, followed by 31-40 years old.
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Investment SpecialistPhiladelphia, PA - A year ago
What's up with the youngins taking over? Us experienced folk deserve some respect too, ya know! 😠
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Investment SpecialistPhoenix, AZ - A year ago
Honestly, I'm not surprised. Finance has always been a boys' club. We need to break those barriers and make room for everyone. 💪

Workplaces

Who Are the Top Employers for Investment Specialist?
Top employers of Investment Specialist position: J.P. Morgan, Merrill Edge, T. Rowe Price. People who work in Investment Specialist position most typically go on to work for the J.P. Morgan.
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Investment SpecialistSan Francisco, CA - A year ago
I've heard mixed reviews about J.P. Morgan as an employer for Investment Specialists. Any current or former employees willing to share their personal experiences?
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Investment SpecialistBoston, MA - A year ago
For those who have worked at T. Rowe Price, I've heard they prioritize mentorship and career development for their Investment Specialists. Is that true?
J.P. Morgan
Merrill Edge
T. Rowe Price
What Industries Does Investment Specialist Typically Have Experience In?
Industry Background: The most typical industries of Investment Specialist: Finance & Insurance, Real Estate / Rental / Leasing, Administrative & Support, Professional / Scientific / Technical, Public Administration. Investment Specialist employees most likely come from a Finance & Insurance industry background.
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Investment SpecialistHouston, TX - A year ago
Just another job title to glorify financiers and perpetuate economic inequality. 😡
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Investment SpecialistPhiladelphia, PA - A year ago
As an Investment Specialist, you have the power to shape the financial market and contribute to economic growth! 📈

Find your job as Investment Specialist

Discussion about Investment Specialist

Want to know more about Investment Specialist position?
Share your thoughts and ideas about Investment Specialist position with others in our community.
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Is Investment Specialist a female or male dominated profession?
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Liam Brown3 years ago
30% are women in this profession only.
What is the typical age to work as an Investment Specialist?
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Liam Brown3 years ago
28 is the average age of people working as an Investment Specialist.
Is an Investment Specialist considered to be a junior profession?
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Benjamin Gardner3 years ago
On average, people have 6 years of experience when they start working as an Investment Specialist
Which industries have a lot of people working in Investment Specialist roles?
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Isabella Holmes3 years ago
Most typically work in the Finance & Insurance industry.
Is it encouraged to have a degree as an Investment Specialist?
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Liam Brown3 years ago
As an Investment Specialist you’ll probably need Bachelor of Science degree
Which company employs the most people in the Investment Specialist role?
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Benjamin Gardner3 years ago
J.P. Morgan, Merrill Edge, T. Rowe Price, U.S. Bank and Vanguard employs the most people in the Investment Specialist role.
How long do you usually work as an Investment Specialist before changing to another position?
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Liam Brown3 years ago
On average people change after 4 years.
How likely is it for people working as an Investment Specialist to switch companies still working as an Investment Specialist?
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Benjamin Gardner3 years ago
On average an Investment Specialist works for only a few companies.
What jobs do people work in before becoming an Investment Specialist?
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Isabella Holmes3 years ago
Typical prior positions for an Investment Specialist are Financial Advisor, Customer Service Representative or Investment Associate
What can be the next step in your career path from Investment Specialist?
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Liam Brown3 years ago
Financial Advisor, Vice President or Investment Analyst can be a good next step
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Disclaimer

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