What are the responsibilities and job description for the Investment Executive position at Robert Half?
We’re hiring a Licensed Investment Executive! Are you an experienced professional who excels in the dynamic world of investment banking?
In this role, you will:
• Cultivate and manage strong client relationships—both personal and business
• Provide expert investment and financial planning advice tailored to client goals
• Monitor and analyze market trends to identify opportunities
• Execute accurate, timely transactions and present investment strategies
• Collaborate across teams to drive growth and community engagement
• Stay current with ever-changing financial products, regulations, and compliance standards
What we’re looking for:
• Bachelor’s degree in business, finance, or accounting (MBA a plus)
• 5–10 years’ experience in investment services (bank, brokerage, or RIA)
• Active FINRA Series 7, 63, and 65/66 licenses
• Deep understanding of investment products and trust & estate matters
Salary : $60,000 - $90,000