Investment Specialist Salaries in Santa Rosa, California
Alternate Job Titles: Investment Specialist
How much does a Investment Specialist in Santa Rosa,
CA make? The median annual Investment Specialist salary in Santa Rosa,
CA is $77,070, as of November 30, 2016, with a range usually between
$58,443-$101,797 not including bonus and benefit information
and other factors that impact base pay. However, the salary for someone with the title Investment Specialist may vary depending on a number of factors including industry,
company size, location, years of experience and level of education. Our team of Certified Compensation Professionals has analyzed survey data collected from thousands of HR departments at companies of all sizes and industries to present this range of annual salaries for people with the job title
Investment Specialist in Santa Rosa, CA.
This chart describes the expected percentage of people who perform the job of Investment Specialist in the United States that make less than that annual salary. For example the median expected annual pay for a typical Investment Specialist in the United States is $77,070 so 50% of the people who perform the job of Investment Specialist in the United States are expected to make less than $77,070.
This chart describes the expected percentage of people who perform the job of Investment Specialist in Santa Rosa, CA that make less than that salary. For example 50% of the people who perform the job of Investment Specialist in Santa Rosa are expected to make less than the median.
Source: HR Reported data as of December 2016
Delivers professional investment services to customers. Reviews and recommends investment and insurance options to customers. Identifies clients' investment objectives and matches investment products. Researches and solves customers' investment needs. Requires a bachelor's degree and at least 2 years of experience in the field or in a related area. A certain degree of creativity and latitude is required. May require NASD series 6, 7 and 63 licenses. Familiar with standard concepts, practices, and procedures within a particular field. Relies on experience and judgment to plan and accomplish goals. Typically reports to a manager. View full job description