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Investment Specialist

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Investment Specialist
Business Operations, HR, and Financial Services > Financial Services - General  > Investment Specialist
a.k.a. Client Advisor, Financial Advisor, Investment Advisor, Investment Consultant.
Job Purpose: Serves clients by obtaining and evaluating client financial situation; developing, recommending, and managing financial plans, services, and actions; developing and expanding business.
Go to Qualifications | Go to Required Skills
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Industry Forecast Data
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Number of similar jobs posted on Monster:
Rate of Growth in percent:
491
23.00
%
Much faster than average when compared with other industries
Size of Industry in 2006:
Size of Industry in 2016:
236,000
290,000
Source: Bureau of Labor Statistics, May 2006
Duties
Skills
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Accounting
Active listening
Analyzing Information
Building Relationships
Business Knowledge
Corporate Finance
Customer Focus
Customer Service
Developing Budgets
Electronic Payment Technology
Financial Diagnosis
Financial Planning and Strategy
Financial Skills
Financial Software
Forecasting
General Math Skills
Managing Profitability
Professionalism
Reading Comprehension
Reporting Research Results
Time Management
Verbal Communication
Qualifications
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