ZipRecruiter

Log In

1

Investment Concepts Jobs (NOW HIRING)

WNB Financial NA

Trust Investment Specialist

Winona, MN · On-site

$21.36 - $32.03/hr

Strong interpersonal and communication skills with the ability to explain complex trust and investment concepts in a clear, client-friendly manner. * Ability to effectively manage client inquiries ...

hightower

Senior Investment Consultant

Chicago, IL · On-site +1

$100K - $110K/yr

Proven ability to translate complex investment concepts into simple, advisorready guidance. * Strong communication and relationshipbuilding skills; able to influence advisors and support client ...

WNB Financial NA

Trust Investment Specialist

Winona, MN · On-site

$21.36 - $32.03/hr

Strong interpersonal and communication skills with the ability to explain complex trust and investment concepts in a clear, client-friendly manner. * Ability to effectively manage client inquiries ...

Fwainvest

NY · On-site

$85 - $120/hr

Advanced investment concepts and practices in the securities industry.**Technical Skills:*** Writing clean, documented, and version-controlled Python code.* Translating business problems into ...

Invesco

Associate Investment Product Manager

Atlanta, GA · On-site

$80 - $110/hr

The ideal candidate is analytically strong, detail-oriented, and comfortable working across teams to translate complex investment concepts into clear, client-ready materials. This role sits on the ...

WNB Financial NA

Trust Investment Specialist

Winona, MN · On-site

$21.36 - $32.03/hr

Strong interpersonal and communication skills with the ability to explain complex trust and investment concepts in a clear, client-friendly manner. * Ability to effectively manage client inquiries ...

WNB Financial NA

Trust Investment Specialist

Winona, MN

$21.36 - $32.03/hr

Strong interpersonal and communication skills with the ability to explain complex trust and investment concepts in a clear, client-friendly manner. * Ability to effectively manage client inquiries ...

Pathstone

Investment Analyst

Walnut Creek, CA · On-site

$80K - $90K/yr

Interest in financial markets and investment concepts. Prior knowledge is helpful but not required; curiosity and a willingness to learn are most important. * Exceptional attention to detail and ...

Caltech

Senior Investment Associate

Pasadena, CA · On-site

$120K - $142K/yr

Basic understanding of fundamental investment concepts, and the ability to process both quantitative and qualitative inputs to long-term economic value creation. * Progress toward independent ...

previous page

Showing results 41-60

All JobsFinance and Insurance JobsInvestment Concepts Jobs

Investment Concepts information

See salary details

$22K

$97.1K

$213.5K

How much do investment concepts jobs pay per year?

As of Sep 5, 2026, the average yearly pay for investment concepts in the United States is $97,073.00, according to ZipRecruiter salary data. Most workers in this role earn between $65,000.00 and $117,500.00 per year, depending on experience, location, and employer.

What are investment concepts?

Investment concepts refer to the fundamental ideas, strategies, and principles that guide individuals and organizations in allocating resources to different types of assets, such as stocks, bonds, real estate, or mutual funds, with the goal of generating returns over time. These concepts include risk and return, diversification, asset allocation, compounding, and portfolio management. Understanding investment concepts is essential for making informed financial decisions and building long-term wealth.

How does an investment concepts professional typically collaborate with portfolio managers and analysts within an investment firm?

Professionals specializing in Investment Concepts regularly work alongside portfolio managers and analysts to evaluate investment strategies, assess risk, and develop financial models. They contribute by providing insights on asset allocation, market trends, and investment vehicles, ensuring that decision-making is data-driven and aligns with client objectives. Collaboration often involves presenting research findings, participating in strategy meetings, and refining investment proposals based on feedback and market developments. This role requires strong communication skills and the ability to translate complex financial concepts into actionable recommendations.

What are the key skills and qualifications needed to thrive as an investment analyst, and why are they important?

To thrive as an Investment Analyst, you need strong analytical skills, proficiency in financial modeling, and a solid understanding of financial markets, usually supported by a degree in finance, economics, or a related field. Familiarity with tools such as Excel, Bloomberg Terminal, and financial analysis software, as well as certifications like CFA, are highly valued. Attention to detail, critical thinking, and effective communication are essential soft skills for interpreting data and presenting insights to stakeholders. These skills ensure sound investment recommendations, risk management, and strategic decision-making in a competitive financial environment.

What is the difference between Investment Concepts vs Financial Analyst?

AspectInvestment ConceptsFinancial Analyst
Required CredentialsCertifications like CFA, CFP often preferredCertifications like CFA, CPA, or MBA common
Work EnvironmentFinancial firms, investment firms, asset managementCorporations, banks, investment firms, consulting
Industry UsageUsed in investment strategy, portfolio managementUsed in financial reporting, valuation, forecasting

Investment Concepts professionals focus on understanding and applying investment strategies, while Financial Analysts analyze financial data to support decision-making. Both roles often require similar certifications and work within the finance industry, but their core functions differ: one emphasizes strategic investment knowledge, the other financial analysis and reporting.

More about Investment Concepts jobs

What cities are hiring for Investment Concepts jobs?

Cities with the most Investment Concepts job openings:

What are the most commonly searched types of Investment Concepts jobs?

The most popular types of Investment Concepts jobs are:

What states have the most Investment Concepts jobs?

States with the most job openings for Investment Concepts jobs include:

What job categories do people searching Investment Concepts jobs look for?

The top searched job categories for Investment Concepts jobs are:

Investment Concepts jobs near you
Infographic showing various Investment Concepts job openings in the United States as of August 2026, with employment types broken down into 100% Full Time. Highlights an 100% In-person job distribution, with an average salary of $97,073 per year, or $46.7 per hour.

Trust Investment Specialist

WNB Financial NA

Winona, MN • On-site

$21.36 - $32.03/hr

Full-time

Posted 14 days ago

Job description

Job Type
Full-time
Description
The Trust Investment Specialist provides operational, administrative, investment, and client service support to the Trust Department. Assists Trust Officers with trust account administration, investment analysis, reporting, client communications, regulatory compliance, and department operations. Researches investment products and solutions for client portfolios while ensuring trust operations are performed accurately and in accordance with federal and state regulations.
Principal Duties and Responsibilities:
Essential Functions:
Account Administration 50%
  • Opens and closes Trust accounts and maintains account files.
  • Manages and distributes account ticklers Prepares investment analysis for trust accounts and reviews with officers
  • Gathers data and compiles investment reports /booklets for Foundation Committee meetings
  • Maintains asset holdings within Investment vendor products (Morningstar, Fi360)
  • Serves as the liaison with FCI (3rd party investment managers)
  • Maintains Investment Policy Statements for client accounts
  • Works with clients via phone, email, in person; answering questions, following up to meetings, etc.
  • Maintains client account records, authorizations, requests, and follow-up documentation.
  • Prepares documentation required for account opening, closing, and ongoing account maintenance.
  • Prepares quarterly Fi360 reports for Personal Trust and Retirement Plan Services

Investment Support and Assistance 35%
  • Researches, prepares and reviews client investment changes and recommendations with account officers
  • Assists with Trust Investment Committee by preparing meeting agenda, minutes and supporting materials alongside the committee chair
  • Prepares investment analyses for client accounts and reviews findings with Trust Officers.
  • Supports officers with trading functions and portfolio analysis.
  • Researches investment products, portfolio changes, and investment recommendations.
  • Prepares quarterly investment reports for Personal Trust and Retirement Plan Services.
  • Provides research and analysis related to model portfolios and investment strategies for the Trust Investment Committee (TIC).
  • Establishes and maintains assigned clients within financial planning softwareAssists with preparation of documentation required for account opening/closing and file maintenance
  • Establish and maintain assigned clients in financial planning software, assisting clients when appropriate

Additional Duties and Responsibilities 15%
  • Assists with internal and external audits, examinations, data gathering, and response tracking.
  • Assists with Employee Benefit Plan administration Represents WNB Financial by being involved in community events; attending networking events, to help maintain and develop business for department and bank.
  • Participates in internal and external training and development opportunities as required
  • Participates in Bank committees as needed
  • Other job related duties necessary to carry out the responsibilities of this position

Requirements
Work Relationships and Scope:
Reports to VP Trust Manager. Works regularly with clients and co-workers. Works regularly with suppliers, vendors, and third-party investment managers. Works regularly with highly confidential business and client information. Occasionally participates in bank committees and community events.
Performance Dimensions:
Quality, accuracy, reliability, thoroughness and timeliness of work performed and services provided to clients; attention to detail; knowledgeable on trust systems and investment platforms; customer satisfaction with services provided; keeps Bank and client information confidential; demonstrates friendly and helpful approach and attitude toward internal and external clients. Effectively communicates and develops good working relationships with all co-workers and clients; professional workplace appearance and conduct; honesty and integrity in all client and co-worker communications; reliability in reporting to work regularly and on time; understands Bank policies and procedures. Participates in training and appropriate professional development. Multi-tasks and effectively manages varying duties throughout the workday. Demonstrates professionalism, commitment to the job, and loyalty to the Bank.
Knowledge, Skills and Abilities:
  • Demonstrated ability to build and maintain positive client relationships through responsive service, active listening, and professional communication.
  • Proven commitment to delivering exceptional customer experiences while identifying client needs and coordinating appropriate solutions and services.
  • Strong interpersonal and communication skills with the ability to explain complex trust and investment concepts in a clear, client-friendly manner.
  • Ability to effectively manage client inquiries, concerns, and requests with professionalism, accuracy, discretion, and a sense of urgency.
  • Strong organizational and service-oriented mindset with the ability to coordinate multiple client requests, priorities, and deadlines while maintaining a high level of accuracy.
  • Ability to collaborate effectively with Trust Officers, department staff, and external partners to ensure seamless service delivery and a positive client experience.
  • Must possess strong computer skills and technical ability to input and retrieve computerized information.
  • Strong analytical, mathematical, research, and problem-solving skills.
  • Ability to maintain the integrity of highly confidential client and Bank information.
  • Must be a self-starter and independent thinker who can effectively manage multiple priorities.

Must be able to work in a fast-paced, team environment and display superior client service.
Working Conditions:
Work is performed largely in an office environment with minimal chance for personal injury. Regular mental and visual concentration for computer usage required. Regular use of telephone. Frequent repetitive use of keyboard for approximately 6 hours per day; frequent fingering and grasping of papers. Requires ability to receive and provide detailed information through verbal communication. Requires near- and mid-range vision. Will alternate sitting, standing, and walking throughout work shift. Bend, stoop, turn, lift and carry up to 10 pounds in documents and office supplies. Climb stairs. Work is performed generally during regular business hours with minimal expectation of overtime.
Equipment Used:
Operates personal computer in a Windows environment for word processing, spreadsheets, e-mail, internet, and other bank specific software. Utilizes a variety of office equipment including computer printer, ten-key calculator, fax, copy machine, and telephone.
EEO/AA Employer/Vets/Disability
Salary Description
$21.36-$32.03 Per hour

Apply