[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"seo-content-expertise-investment-knowledge-us":3,"job-search-\u002Fde-us\u002Fjobs-by-expertise\u002Finvestment-knowledge":8,"featured-jobs-\u002Fde-us\u002Fjobs-by-expertise\u002Finvestment-knowledge":360,"expertise-filters-\u002Fde-us\u002Fjobs-by-expertise\u002Finvestment-knowledge":363},{"image_path":4,"content_de":5,"content_en":5,"composite_key":6,"last_updated":7},"\u002Fimages\u002Fexpertise\u002Finvestment-knowledge.webp",null,"expertise:investment-knowledge:us","2026-08-17T09:10:51.360763+02:00",{"total":9,"jobs":10},16,[11,55,85,107,134,159,182,197,225,238,264,287,304,317,332,347],{"id":12,"slug":13,"title":14,"raw_title":5,"is_featured":15,"company":16,"raw_hiringOrganization_logo_url":5,"processed_city_gmaps":19,"processed_country_iso_code_gmaps":21,"processed_home_office":23,"processed_salary_min":24,"processed_salary_max":25,"processed_salary_currency":26,"processed_salary_source":27,"processed_working_hours":28,"processed_employment_types":30,"processed_it_skills":31,"processed_it_skills_labels":33,"processed_job_expertise_skills":37,"processed_job_expertise_skills_labels":39,"max_cpc":53,"actual_cpc":54},82350,"private-banker-cibc-bank-usa-2","Private Banker",false,{"name":17,"slug":18,"logo_url":5},"CIBC Bank USA","cibc-bank-usa",[20],"Milwaukee",[22],"US","hybrid",150000,175000,"USD","estimated",[29],"FULL_TIME","permanent",{"salesforce":32,"microsoft office":32,"financial modeling":32},3,[34,35,36],"Microsoft Office","Salesforce","Financial Modeling",{"lending":38,"underwriting":32,"credit analysis":38,"private banking":38,"risk management":38,"trust solutions":32,"wealth management":38,"credit structuring":32,"deposit management":38,"financial analysis":38,"business development":38,"investment knowledge":32,"portfolio management":38},4,[40,41,42,43,44,45,46,47,48,49,50,51,52],"Private Banking","Lending","Deposit Management","Credit Analysis","Risk Management","Portfolio Management","Wealth Management","Business Development","Underwriting","Credit Structuring","Financial Analysis","Trust Solutions","Investment Knowledge",1,1.5,{"id":56,"slug":57,"title":58,"raw_title":5,"is_featured":15,"company":59,"raw_hiringOrganization_logo_url":5,"processed_city_gmaps":62,"processed_country_iso_code_gmaps":63,"processed_home_office":64,"processed_salary_min":65,"processed_salary_max":66,"processed_salary_currency":26,"processed_salary_source":27,"processed_working_hours":67,"processed_employment_types":30,"processed_it_skills":68,"processed_it_skills_labels":69,"processed_job_expertise_skills":74,"processed_job_expertise_skills_labels":75,"max_cpc":53,"actual_cpc":54},79054,"senior-client-executive-retirement-relationship-manager-california-transamerica","Senior Client Executive (Retirement Relationship Manager) (California)",{"name":60,"slug":61,"logo_url":5},"Transamerica","transamerica",[],[22],"remote",80000,105000,[29],{"ms word":32,"ms excel":32,"ms office":32,"ms powerpoint":32},[70,71,72,73],"MS Office","MS Word","MS Excel","MS PowerPoint",{"sales":32,"compliance":38,"plan design":38,"erisa knowledge":38,"plan termination":32,"financial analysis":32,"investment knowledge":38,"discrimination testing":32,"participant communications":32,"retirement plan management":38,"client relationship management":38},[76,77,78,79,52,80,81,50,82,83,84],"Retirement Plan Management","ERISA Knowledge","Plan Design","Compliance","Client Relationship Management","Sales","Discrimination Testing","Plan Termination","Participant Communications",{"id":86,"slug":87,"title":88,"raw_title":5,"is_featured":15,"company":89,"raw_hiringOrganization_logo_url":5,"processed_city_gmaps":90,"processed_country_iso_code_gmaps":91,"processed_home_office":64,"processed_salary_min":92,"processed_salary_max":93,"processed_salary_currency":26,"processed_salary_source":27,"processed_working_hours":94,"processed_employment_types":30,"processed_it_skills":95,"processed_it_skills_labels":96,"processed_job_expertise_skills":97,"processed_job_expertise_skills_labels":98,"max_cpc":53,"actual_cpc":54},79151,"lead-client-executive-retirement-relationship-manager-remote-in-ky-or-oh-transamerica","Lead Client Executive (Retirement Relationship Manager) (Remote in KY or OH)",{"name":60,"slug":61,"logo_url":5},[],[22],91000,125000,[29],{"ms word":32,"ms excel":32,"ms office":32,"ms powerpoint":32},[70,71,72,73],{"compliance":38,"plan design":32,"cross-selling":32,"administration":38,"client training":32,"erisa knowledge":38,"plan management":38,"project management":32,"consultative selling":32,"investment knowledge":38,"participant solutions":38,"discrimination testing":32,"retirement industry knowledge":38,"client relationship management":38},[99,77,100,79,101,52,102,80,103,104,82,78,105,106],"Retirement Industry Knowledge","Plan Management","Administration","Participant Solutions","Cross-selling","Consultative Selling","Client Training","Project Management",{"id":108,"slug":109,"title":110,"raw_title":5,"is_featured":15,"company":111,"raw_hiringOrganization_logo_url":5,"processed_city_gmaps":114,"processed_country_iso_code_gmaps":115,"processed_home_office":116,"processed_salary_min":117,"processed_salary_max":118,"processed_salary_currency":26,"processed_salary_source":27,"processed_working_hours":119,"processed_employment_types":30,"processed_it_skills":120,"processed_it_skills_labels":121,"processed_job_expertise_skills":125,"processed_job_expertise_skills_labels":126,"max_cpc":53,"actual_cpc":54},80880,"fiduciary-officer-i-first-financial-bank","Fiduciary Officer I",{"name":112,"slug":113,"logo_url":5},"first financial bank","first-financial-bank",[],[22],"onsite",58000,78000,[29],{"microsoft word":32,"microsoft excel":32,"microsoft outlook":32},[122,123,124],"Microsoft Word","Microsoft Excel","Microsoft Outlook",{"compliance":32,"tax knowledge":32,"bank operations":32,"estate planning":38,"legal knowledge":32,"risk management":38,"account management":38,"fiduciary standards":38,"investment knowledge":32,"trust administration":38},[127,128,129,44,130,131,52,132,133,79],"Trust Administration","Estate Planning","Fiduciary Standards","Account Management","Tax Knowledge","Legal Knowledge","Bank Operations",{"id":135,"slug":136,"title":137,"raw_title":5,"is_featured":15,"company":138,"raw_hiringOrganization_logo_url":5,"processed_city_gmaps":139,"processed_country_iso_code_gmaps":141,"processed_home_office":23,"processed_salary_min":65,"processed_salary_max":142,"processed_salary_currency":26,"processed_salary_source":27,"processed_working_hours":143,"processed_employment_types":30,"processed_it_skills":144,"processed_it_skills_labels":145,"processed_job_expertise_skills":147,"processed_job_expertise_skills_labels":149,"max_cpc":53,"actual_cpc":54},79109,"senior-financial-analyst-transamerica-asset-management-transamerica","Senior Financial Analyst - Transamerica Asset Management",{"name":60,"slug":61,"logo_url":5},[140],"Cedar Rapids",[22],120000,[29],{"advanced computer skills":32},[146],"Advanced Computer Skills",{"accounting":38,"forecasting":32,"due diligence":148,"trend analysis":32,"client reporting":32,"internal controls":32,"financial analysis":38,"financial modeling":32,"project management":32,"financial reporting":38,"investment knowledge":148,"insurance products knowledge":148,"assets under management (aum)":32},2,[50,150,151,152,36,153,154,155,156,106,157,52,158],"Accounting","Financial Reporting","Assets Under Management (AUM)","Forecasting","Trend Analysis","Client Reporting","Internal Controls","Due Diligence","Insurance Products Knowledge",{"id":160,"slug":161,"title":162,"raw_title":5,"is_featured":15,"company":163,"raw_hiringOrganization_logo_url":5,"processed_city_gmaps":166,"processed_country_iso_code_gmaps":168,"processed_home_office":23,"processed_salary_min":169,"processed_salary_max":170,"processed_salary_currency":26,"processed_salary_source":27,"processed_working_hours":171,"processed_employment_types":30,"processed_it_skills":172,"processed_it_skills_labels":173,"processed_job_expertise_skills":174,"processed_job_expertise_skills_labels":175,"max_cpc":53,"actual_cpc":54},75401,"2027-financial-services-representative-gilbert-az-handshake-ms-smith-barney-llc","2027 Financial Services Representative | Gilbert, AZ - Handshake",{"name":164,"slug":165,"logo_url":5},"MS Smith Barney, LLC","ms-smith-barney-llc",[167],"Gilbert",[22],50000,70000,[29],{},[],{"series 7 license":53,"series 63 license":53,"investment knowledge":32,"call center experience":148,"sales goal achievement":32,"financial services knowledge":32,"financial institution experience":148},[176,52,177,178,179,180,181],"Financial Services Knowledge","Sales Goal Achievement","Call Center Experience","Financial Institution Experience","Series 7 License","Series 63 License",{"id":183,"slug":184,"title":185,"raw_title":5,"is_featured":15,"company":186,"raw_hiringOrganization_logo_url":5,"processed_city_gmaps":187,"processed_country_iso_code_gmaps":189,"processed_home_office":23,"processed_salary_min":169,"processed_salary_max":170,"processed_salary_currency":26,"processed_salary_source":27,"processed_working_hours":190,"processed_employment_types":30,"processed_it_skills":191,"processed_it_skills_labels":192,"processed_job_expertise_skills":193,"processed_job_expertise_skills_labels":194,"max_cpc":53,"actual_cpc":54},85708,"2027-financial-services-representative-sandy-ut-handshake-ms-smith-barney-llc","2027 Financial Services Representative | Sandy, UT - Handshake",{"name":164,"slug":165,"logo_url":5},[188],"Sandy",[22],[29],{},[],{"sales":32,"compliance":148,"risk management":148,"investment knowledge":32,"financial products knowledge":32,"customer relationship management":32},[195,52,81,196,44,79],"Financial Products Knowledge","Customer Relationship Management",{"id":198,"slug":199,"title":200,"raw_title":5,"is_featured":15,"company":201,"raw_hiringOrganization_logo_url":5,"processed_city_gmaps":204,"processed_country_iso_code_gmaps":206,"processed_home_office":23,"processed_salary_min":207,"processed_salary_max":208,"processed_salary_currency":26,"processed_salary_source":27,"processed_working_hours":209,"processed_employment_types":30,"processed_it_skills":210,"processed_it_skills_labels":211,"processed_job_expertise_skills":215,"processed_job_expertise_skills_labels":216,"max_cpc":53,"actual_cpc":54},85221,"investment-associate-finra-registered-essex-junction-vt-key-investment-services-llc","Investment Associate, FINRA Registered - Essex Junction, VT",{"name":202,"slug":203,"logo_url":5},"Key Investment Services, LLC","key-investment-services-llc",[205],"Essex Junction",[22],48000,72000,[29],{"microsoft word":32,"email platforms":32,"microsoft excel":32,"internet navigation":32,"microsoft powerpoint":32},[122,123,212,213,214],"Microsoft PowerPoint","Email Platforms","Internet Navigation",{"order entry":32,"finra regulations":32,"marketing support":32,"event coordination":32,"trade instructions":32,"investment knowledge":32,"suitability assessment":32,"client database management":32,"retirement accounts (distributions, rmd calculations)":32},[52,217,218,219,220,221,222,223,224],"Retirement Accounts (Distributions, RMD Calculations)","Order Entry","Client Database Management","Event Coordination","Marketing Support","Trade Instructions","Suitability Assessment","FINRA Regulations",{"id":226,"slug":227,"title":228,"raw_title":5,"is_featured":15,"company":229,"raw_hiringOrganization_logo_url":5,"processed_city_gmaps":230,"processed_country_iso_code_gmaps":232,"processed_home_office":23,"processed_salary_min":169,"processed_salary_max":170,"processed_salary_currency":26,"processed_salary_source":27,"processed_working_hours":233,"processed_employment_types":30,"processed_it_skills":234,"processed_it_skills_labels":235,"processed_job_expertise_skills":236,"processed_job_expertise_skills_labels":237,"max_cpc":53,"actual_cpc":54},75362,"2027-financial-services-representative-alpharetta-ga-handshake-ms-smith-barney-llc","2027 Financial Services Representative | Alpharetta, GA - Handshake",{"name":164,"slug":165,"logo_url":5},[231],"Alpharetta",[22],[29],{},[],{"sales":32,"compliance":148,"risk management":148,"investment knowledge":32,"financial products knowledge":32,"customer relationship management":32},[195,52,81,196,44,79],{"id":239,"slug":240,"title":241,"raw_title":5,"is_featured":15,"company":242,"raw_hiringOrganization_logo_url":5,"processed_city_gmaps":245,"processed_country_iso_code_gmaps":247,"processed_home_office":116,"processed_salary_min":248,"processed_salary_max":249,"processed_salary_currency":26,"processed_salary_source":27,"processed_working_hours":250,"processed_employment_types":30,"processed_it_skills":251,"processed_it_skills_labels":252,"processed_job_expertise_skills":255,"processed_job_expertise_skills_labels":256,"max_cpc":53,"actual_cpc":54},66230,"private-client-specialist-i-marlton-nj-td-bank-na","Private Client Specialist I - Marlton, NJ",{"name":243,"slug":244,"logo_url":5},"TD Bank, N.A.","td-bank-na",[246],"Evesham",[22],53560,86320,[29],{"ms word":32,"ms excel":32,"ms powerpoint":32,"financial planning software":32,"contact management databases":32},[71,72,73,253,254],"Contact Management databases","Financial planning software",{"credit products":32,"banking products":32,"client onboarding":38,"financial planning":32,"investment knowledge":32,"regulatory compliance":38,"administrative support":38,"relationship management":32},[257,258,52,259,260,261,262,263],"Client Onboarding","Financial Planning","Banking Products","Credit Products","Regulatory Compliance","Administrative Support","Relationship Management",{"id":265,"slug":266,"title":267,"raw_title":5,"is_featured":15,"company":268,"raw_hiringOrganization_logo_url":5,"processed_city_gmaps":269,"processed_country_iso_code_gmaps":271,"processed_home_office":116,"processed_salary_min":272,"processed_salary_max":273,"processed_salary_currency":26,"processed_salary_source":27,"processed_working_hours":274,"processed_employment_types":30,"processed_it_skills":275,"processed_it_skills_labels":276,"processed_job_expertise_skills":280,"processed_job_expertise_skills_labels":281,"max_cpc":53,"actual_cpc":54},66093,"financial-advisor-support-specialist-i-greenville-sc-td-bank-na","Financial Advisor Support Specialist I - Greenville, SC",{"name":243,"slug":244,"logo_url":5},[270],"Greenville",[22],49920,69680,[29],{"excel":32,"ms word":32,"powerpoint":32,"contact management databases":32},[71,277,278,279],"Excel","PowerPoint","Contact Management Databases",{"aml\u002Fatf policies":32,"client onboarding":32,"report generation":32,"investment knowledge":148,"regulatory compliance":32,"account administration":32,"financial transactions":32,"customer identification program":32},[282,257,261,283,284,285,286,52],"Financial Transactions","AML\u002FATF Policies","Customer Identification Program","Account Administration","Report Generation",{"id":288,"slug":289,"title":290,"raw_title":5,"is_featured":15,"company":291,"raw_hiringOrganization_logo_url":5,"processed_city_gmaps":292,"processed_country_iso_code_gmaps":294,"processed_home_office":116,"processed_salary_min":248,"processed_salary_max":295,"processed_salary_currency":26,"processed_salary_source":27,"processed_working_hours":296,"processed_employment_types":30,"processed_it_skills":297,"processed_it_skills_labels":298,"processed_job_expertise_skills":300,"processed_job_expertise_skills_labels":301,"max_cpc":53,"actual_cpc":54},66238,"private-client-specialist-i-melville-ny-td-bank-na","Private Client Specialist I - Melville, NY",{"name":243,"slug":244,"logo_url":5},[293],"Melville",[22],80080,[29],{"ms word":32,"ms excel":32,"ms powerpoint":32,"financial planning software":32,"contact management databases":32},[71,72,73,279,299],"Financial Planning Software",{"compliance":38,"client onboarding":38,"financial planning":32,"investment knowledge":32,"administrative support":38,"relationship management":32,"credit products knowledge":32,"banking products knowledge":32},[257,258,52,302,303,79,262,263],"Banking Products Knowledge","Credit Products Knowledge",{"id":305,"slug":306,"title":307,"raw_title":5,"is_featured":15,"company":308,"raw_hiringOrganization_logo_url":5,"processed_city_gmaps":309,"processed_country_iso_code_gmaps":310,"processed_home_office":116,"processed_salary_min":248,"processed_salary_max":295,"processed_salary_currency":26,"processed_salary_source":27,"processed_working_hours":311,"processed_employment_types":30,"processed_it_skills":312,"processed_it_skills_labels":313,"processed_job_expertise_skills":314,"processed_job_expertise_skills_labels":315,"max_cpc":53,"actual_cpc":54},66099,"private-client-specialist-i-greenville-sc-td-bank-na","Private Client Specialist I - Greenville, SC",{"name":243,"slug":244,"logo_url":5},[270],[22],[29],{"ms word":32,"ms excel":32,"ms powerpoint":32,"financial planning software":32,"contact management databases":32},[71,72,73,253,254],{"data entry":32,"credit products":32,"banking products":32,"client onboarding":38,"report generation":32,"financial planning":32,"investment knowledge":32,"regulatory compliance":32,"administrative support":38,"relationship management":32},[258,257,263,52,259,260,261,262,316,286],"Data Entry",{"id":318,"slug":319,"title":320,"raw_title":5,"is_featured":15,"company":321,"raw_hiringOrganization_logo_url":5,"processed_city_gmaps":322,"processed_country_iso_code_gmaps":323,"processed_home_office":23,"processed_salary_min":169,"processed_salary_max":169,"processed_salary_currency":26,"processed_salary_source":27,"processed_working_hours":324,"processed_employment_types":30,"processed_it_skills":325,"processed_it_skills_labels":326,"processed_job_expertise_skills":327,"processed_job_expertise_skills_labels":328,"max_cpc":53,"actual_cpc":54},60300,"financial-services-representative-year-up-amp-returning-interns-711-ms-smith-barney-llc","Financial Services Representative (Year-Up & Returning Interns)",{"name":164,"slug":165,"logo_url":5},[231],[22],[29],{},[],{"sales experience":32,"compliance knowledge":32,"investment knowledge":32,"call center experience":32,"financial services knowledge":32,"financial markets understanding":32},[176,52,329,178,330,331],"Financial Markets Understanding","Sales Experience","Compliance Knowledge",{"id":333,"slug":334,"title":335,"raw_title":5,"is_featured":15,"company":336,"raw_hiringOrganization_logo_url":5,"processed_city_gmaps":337,"processed_country_iso_code_gmaps":338,"processed_home_office":23,"processed_salary_min":339,"processed_salary_max":340,"processed_salary_currency":26,"processed_salary_source":27,"processed_working_hours":341,"processed_employment_types":30,"processed_it_skills":342,"processed_it_skills_labels":343,"processed_job_expertise_skills":344,"processed_job_expertise_skills_labels":345,"max_cpc":53,"actual_cpc":54},60468,"financial-services-representative-sandy-ut-handshake-711-ms-smith-barney-llc","Financial Services Representative (Sandy, UT) - Handshake",{"name":164,"slug":165,"logo_url":5},[188],[22],40000,55000,[29],{},[],{"sales":32,"risk management":148,"investment knowledge":32,"stock market knowledge":32,"financial services knowledge":32},[176,52,346,81,44],"Stock Market Knowledge",{"id":348,"slug":349,"title":350,"raw_title":5,"is_featured":15,"company":351,"raw_hiringOrganization_logo_url":5,"processed_city_gmaps":352,"processed_country_iso_code_gmaps":353,"processed_home_office":23,"processed_salary_min":339,"processed_salary_max":354,"processed_salary_currency":26,"processed_salary_source":27,"processed_working_hours":355,"processed_employment_types":30,"processed_it_skills":356,"processed_it_skills_labels":357,"processed_job_expertise_skills":358,"processed_job_expertise_skills_labels":359,"max_cpc":53,"actual_cpc":54},60342,"financial-services-representative-gilbert-az-handshake-711-ms-smith-barney-llc","Financial Services Representative (Gilbert, AZ) - Handshake",{"name":164,"slug":165,"logo_url":5},[167],[22],60000,[29],{},[],{"sales":32,"compliance":32,"risk management":148,"investment knowledge":32,"financial services knowledge":32},[176,52,81,44,79],{"total":361,"jobs":362},0,[],{"industry":364,"employment_type":372,"expertise_skills":375,"it_skills":428,"salary_currency":455,"processed_working_hours":457},[365,368],{"key":366,"label":367,"count":9},"financial services","Financial Services",{"key":369,"label":370,"count":371},"banking","Banking",6,[373],{"key":30,"label":374,"count":9},"PERMANENT",[376,378,381,383,386,388,390,392,394,396,398,400,402,404,406,409,411,413,415,417,419,421,424,426],{"key":377,"label":52,"slug":377,"count":9},"investment-knowledge",{"key":379,"label":79,"slug":379,"count":380},"compliance",7,{"key":382,"label":44,"slug":382,"count":371},"risk-management",{"key":384,"label":81,"slug":384,"count":385},"sales",5,{"key":387,"label":257,"slug":387,"count":38},"client-onboarding",{"key":389,"label":176,"slug":389,"count":38},"financial-services-knowledge",{"key":391,"label":262,"slug":391,"count":32},"administrative-support",{"key":393,"label":50,"slug":393,"count":32},"financial-analysis",{"key":395,"label":263,"slug":395,"count":32},"relationship-management",{"key":397,"label":258,"slug":397,"count":32},"financial-planning",{"key":399,"label":261,"slug":399,"count":32},"regulatory-compliance",{"key":401,"label":82,"slug":401,"count":148},"discrimination-testing",{"key":403,"label":286,"slug":403,"count":148},"report-generation",{"key":405,"label":260,"slug":405,"count":148},"credit-products",{"key":407,"label":408,"slug":407,"count":148},"erisa-knowledge","Erisa Knowledge",{"key":410,"label":259,"slug":410,"count":148},"banking-products",{"key":412,"label":178,"slug":412,"count":148},"call-center-experience",{"key":414,"label":196,"slug":414,"count":148},"customer-relationship-management",{"key":416,"label":78,"slug":416,"count":148},"plan-design",{"key":418,"label":195,"slug":418,"count":148},"financial-products-knowledge",{"key":420,"label":80,"slug":420,"count":148},"client-relationship-management",{"key":422,"label":423,"slug":422,"count":148},"project-management","Project management",{"key":425,"label":128,"slug":425,"count":53},"estate-planning",{"key":427,"label":220,"slug":427,"count":53},"event-coordination",[429,432,434,436,438,440,442,444,446,448,450,452],{"key":430,"label":71,"slug":430,"count":431},"ms-word",8,{"key":433,"label":72,"slug":433,"count":431},"ms-excel",{"key":435,"label":73,"slug":435,"count":380},"ms-powerpoint",{"key":437,"label":279,"slug":437,"count":38},"contact-management-databases",{"key":439,"label":299,"slug":439,"count":32},"financial-planning-software",{"key":441,"label":70,"slug":441,"count":32},"ms-office",{"key":443,"label":146,"slug":443,"count":53},"advanced-computer-skills",{"key":445,"label":35,"slug":445,"count":53},"salesforce",{"key":447,"label":213,"slug":447,"count":53},"email-platforms",{"key":449,"label":36,"slug":449,"count":53},"financial-modeling",{"key":451,"label":214,"slug":451,"count":53},"internet-navigation",{"key":453,"label":454,"slug":453,"count":53},"ms-outlook","MS Outlook",[456],{"key":26,"label":26,"count":9},[458],{"key":29,"label":29,"count":9}]