Top Investment Executive jobs in Florida

Top Investment Executive plans, leads, and oversees all aspects of an organization's investment programs. Monitors the research, analysis, and evaluation of investment vehicles and makes decisions and selections in alignment with the organization's goals and risk tolerance. Being an Top Investment Executive oversees an organization's investment activity to ensure compliance with regulatory standards and requirements. Develops, articulates, and communicates the overall investment strategy, vision, and objectives of the organization to achieve long-term growth and profitability. Additionally, Top Investment Executive provides strategic leadership, direction, and guidance to align investment strategies with business goals and market outlook. Oversees and manages the investment portfolio, asset allocation, and diversification strategies to optimize returns, manage risks, and achieve investment objectives. Monitors, evaluates, and adjusts investment strategies and asset mix to respond to market conditions, economic trends, and investment opportunities. Routinely reviews investment operation policies and procedures and recommends changes to increase efficiency or compliance. May require a master's degree. Typically reports to Chief Executive Officer (CEO). The Top Investment Executive manages a business unit, division, or corporate function with major organizational impact. Establishes overall direction and strategic initiatives for the given major function or line of business. Has acquired the business acumen and leadership experience to become a top function or division head. (Copyright 2024 Salary.com)

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Investment Specialist
  • Keller Executive Search International
  • Naples, FL FULL_TIME
  • Our client, a boutique wealth management firm located in Naples, Florida, is looking for an experienced and licensed Financial Advisor to join their team. As a Financial Advisor, you will be responsible for providing financial planning and investment advice to clients. The firm specializes in creating unique portfolios made up of stocks and bonds. The ideal candidate should have a proven track record in generating leads, closing deals, and bringing in new clients.

    Responsibilities:

    • Develop and execute strategies to attract new clients and increase revenue
    • Provide financial planning and investment management services to clients with a focus on creating unique portfolios made up of stocks and bonds
    • Build and maintain strong relationships with clients
    • Analyze financial information and provide recommendations
    • Stay up-to-date with industry trends and regulations
    • Collaborate with team members to deliver exceptional client service

    Requirements

    • Series 7 License
    • Proven experience as a Financial Advisor with a focus on generating leads, closing deals, and bringing in new clients
    • Strong communication and interpersonal skills
    • Ability to analyze financial information and provide recommendations
    • Knowledge of stocks and bonds.

    Benefits- Competitive Base Salary

    • Lucrative commissionable earnings
  • 9 Days Ago

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Business Development Executive
  • Top Talent
  • Beach, FL FULL_TIME
  • Location: West Palm Beach, FLPosition Type: On-site preferred, remote considered for exceptional candidatesSalary: $50,000 - $120,000Commission/Bonus Structure: 6.5% Hunt, 13% Hunt & FarmBenefits: Hea...
  • 10 Days Ago

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Investment Executive
  • Fifth Third Securities, Inc.
  • Fort Lauderdale, FL FULL_TIME
  • Make banking a Fifth Third better® We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. GENERAL FUNCTION: Accountable ...
  • 2 Days Ago

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Investment Executive
  • Fifth Third Bank
  • Orange, FL FULL_TIME
  • Make banking a Fifth Third better®We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank.General FunctionAccountable for ...
  • 11 Days Ago

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Investment Executive
  • Fifth Third Bank
  • Fort Lauderdale, FL FULL_TIME
  • Make banking a Fifth Third betterWe connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank.GENERAL FUNCTION:Accountable for ...
  • 2 Months Ago

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Investment Executive/ Media Executive
  • Initiative
  • Sydney, FL FULL_TIME
  • Initiative Sydney is on a hunt for an amazing Investment Executive for a new business win.We need an eager, proactive and energetic person who is interested in building a career in media. The Partners...
  • Just Posted

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Investment Associate
  • The Green Recruitment Company
  • Houston, TX
  • Exciting opportunity to join a prestigious investor in the global energy and infrastructure sectors! The business specia...
  • 6/11/2024 12:00:00 AM

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Investment Executive
  • Fifth Third Bank
  • Naples, FL
  • Make banking a Fifth Third better We connect great people to great opportunities. Are you ready to take the next step? D...
  • 6/10/2024 12:00:00 AM

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AVP, Investment Executive
  • Cetera Investment Services LLC
  • Pittsburgh, PA
  • AVP, Investment Executive Dollar Investment Services located at Dollar Bank Job Description Job Overview: The AVP, Inves...
  • 6/9/2024 12:00:00 AM

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Investment Executive
  • Fifth Third Bank
  • Fort Lauderdale, FL
  • Make banking a Fifth Third better We connect great people to great opportunities. Are you ready to take the next step? D...
  • 6/9/2024 12:00:00 AM

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Investment Executive
  • Farmers National Banc Corp.
  • Canton, OH
  • SUMMARY: This position will assist clients by providing sound financial advice regarding Mutual Funds, Fixed Annuities, ...
  • 6/9/2024 12:00:00 AM

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Investment Executive
  • Fifth Third Bank
  • Itasca, IL
  • Make banking a Fifth Third better We connect great people to great opportunities. Are you ready to take the next step? D...
  • 6/9/2024 12:00:00 AM

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Investment Associate
  • RETS Associates
  • RETS Associates has been retained by our client, a Nashville-based, entrepreneurial CRE investor, to find an Investment ...
  • 6/8/2024 12:00:00 AM

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Investment Associate
  • 20/20 Foresight Executive Talent Solutions
  • Austin, TX
  • Company Our client is a commercial real estate investment company that primarily invests in acquisitions in Texas across...
  • 6/7/2024 12:00:00 AM

Florida (/ˈflɒrɪdə/ (listen); Spanish for "land of flowers") is the southernmost contiguous state in the United States. The state is bordered to the west by the Gulf of Mexico, to the northwest by Alabama, to the north by Georgia, to the east by the Atlantic Ocean, and to the south by the Straits of Florida. Florida is the 22nd-most extensive (65,755 sq mi or 170,300 km2), the 3rd-most populous (21,312,211 inhabitants), and the 8th-most densely populated (384.3/sq mi or 148.4/km2) of the U.S. states. Jacksonville is the most populous municipality in the state and the largest city by area in th...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Top Investment Executive jobs
$378,831 to $662,178

Top Investment Executive in Monroe, LA
It takes approximately fifteen years of experience in order to reach the level of ability required to be among the top investment executives.  Educationally a bachelors degree is required to work in this position with a background in financial services such as accounting or banking, administrative and managerial duties enabling for better job performance.
December 13, 2019
Top Investment Executive in Lubbock, TX
Whether working in an office as an investment executive online you should have the ability to learn quickly and research effectively without supervision.
February 15, 2020
Top Investment Executive in Tacoma, WA
A top investment executive should possess computer literacy, numeric skills and communication skills.
December 03, 2019