BlackRock Employment – Investment Specialist

Website Blackrock

Job Description:

BlackRock helps investors build better financial futures. As a fiduciary to our clients, we provide the investment and technology solutions they need when planning for their most important goals. As of December 31, 2021, the firm managed approximately $9.4 trillion in assets on behalf of investors worldwide. For additional information on BlackRock, please visit

Job Responsibilities:

  • Embrace technology to deliver an exceptional client experience
  • Demonstrate mastery of BlackRock Alternative Investment products and resources
  • Profile to learn more about our clients and deploy the appropriate resources
  • Employ a collaborative approach to partner with various internal colleagues to deliver all of BlackRock’s resources and solutions to the client – strong prioritization and resource allocation skills are key
  • Deliver fiduciary and investment insights through portfolio construction conversations
  • Embrace data-driven segmentation and the BlackRock sales process to drive deeper relationships with Wirehouse, Independent and RIA clients

Job Requirements:

  • Exceptional verbal and written communication skills
  • Strong territory management and sales skills, including profiling and resource deployment
  • Bachelor’s degree required
  • Clean U-4
  • CIMA / CAIA Certification (or progress toward completion)
  • Position will reside in a BlackRock office with a Wealth Distribution Partners presence (Princeton, Boston, Atlanta, San Francisco)
  • Strong financial services background with knowledge of investment trends and advisor practices
  • Occasional travel required
  • NASD Series 7 and 66 (or 63 & 65) required

Job Details:

Company: Blackrock

Vacancy Type: Full Time

Job Location: San Francisco, CA, US

Application Deadline: N/A

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