Investment Specialist
Envestnet•Denver, CO
409d•$75,000 - $125,000
This job is no longer available
There are still lots of open positions. Let's find the one that's right for you.
About The Position
The Investment Specialist at Envestnet plays a crucial role in the Sales team, focusing on engaging Registered Investment Advisors (RIA) and Broker-Dealer (BD) advisors as an investment expert. This position is designed to promote and service high net worth investment solutions, working closely with a Senior Investment Specialist to create sophisticated investment proposals and provide a high-touch advisor experience. The role requires a deep understanding of investment products and processes, as well as adherence to compliance and risk management policies.
