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Investment Specialist, Southeast Region - Drive Asset

Job in Westport, Fairfield County, Connecticut, 06889, USA
Listing for: NEOS Investments
Full Time position
Listed on 2026-10-07
Job specializations:
  • Finance & Banking
    Financial Sales
Salary/Wage Range or Industry Benchmark: 90000 - 140000 USD Yearly USD 90000.00 140000.00 YEAR
Job Description & How to Apply Below
Position: Investment Specialist, Southeast Region - Drive Asset Growth

NEOS Investments is seeking an Investment Specialist to lead sales across its Southeast territory, including AL, GA, KY, NC, and SC. The role focuses on growth with financial professionals in wirehouses, independent broker-dealers, and RIAs, delivering NEOS’s ETFs-based solutions.

Candidates should hold Series 7 and 63/66, a finance-related BA, and 5+ years in financial services, with strong prospecting, relationship management, and communication skills.

For the Investment Specialist, Southeast Region - Drive Asset Growth position at NEOS Investments, we are reviewing applications now.

The position is based in Westport, CT, United States.

This opportunity is part of our work in Finance, Sales.

The advertised compensation is 90..

We aim to respond to suitable candidates as soon as possible.

Full responsibilities and requirements are described in the listing above.

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