- Fidelity TalentSource LLC (Greenwood Village, CO)
- Job Description:Phone Financial Consultant \u201CFidelity believes in, and is committed to, fair and consistent treatment for every associate and customer, and ... (63/65) and Insurance Licenses preferred or to be obtained upon hireFive years financial services experience, with 3-5 years of sales experienceA CFP is helpful; if… more
- Fidelity TalentSource LLC (Salt Lake City, UT)
- …through relationships, built on effective planning and advice. With a focus on Financial Consultant development and collaboration, you will be provided with ... relationshipsContribute to and influence a collaborative and inspiring team cultureEmpower the Financial Consultant team to build personalized plans that support… more
- Jack Henry & Associates (Charlotte, NC)
- …Optional Models installation team and welcoming a new member. As a Business Consultant , your role involves implementing the Investor Servicing package for Jack ... iSeries Core Investor Servicing Analyst General information Press space or...milestones are completed as projected. + May have some financial responsibilities including project cost estimating, proposal generation, and… more
- AON (Philadelphia, PA)
- Aon is looking for an Equity Compensation Senior Consultant - Virtual - Philadelphia, New York, Boston, Chicago, DC, Dallas, Houston, Denver, California! Aon Equity ... to equity-based compensation - providing plan design, valuation, tax & financial accounting, performance monitoring & tracking, employee education and communication,… more
- Guidehouse (Arlington, VA)
- …**:** Ability to Obtain Public Trust **What You Will Do** **:** Our Public Sector Financial Services Segment is seeking a Senior Consultant to join our capital ... work on a team of experienced staff to provide financial advisory services to government agencies that participate in...participate in the housing finance market. As a Senior Consultant on the capital markets team, you will work… more
- Dow Jones (Los Angeles, CA)
- …America's largest newspaper by paid circulation; Barron's, MarketWatch, Mansion Global, Financial News, Investor 's Business Daily, Factiva, Dow Jones Risk ... in our Los Angeles, California office. **About the Team:** Investor 's Business Daily (IBD) is the leader in stock...make more money in the market and achieve their financial goals. Founded with the mission of democratizing stock… more
- Truist (Charlotte, NC)
- …strategic business consultant to specified lines of business (LOBs), providing financial analysis and guidance to support key decisions and initiatives that may ... Investor Relations, and various regulatory agencies. 2. Experienced financial professional role that applies in-depth knowledge within own professional… more
- Truist (Richmond, VA)
- …of Directors, Investor Relations, and various regulatory agencies. 2. Senior Financial Manager role that coordinates financial analysis and reporting process ... review the following job description:** Serve as a strategic business consultant to specified lines of business (LOBs), providing centralized guidance, oversight,… more
- Affinius Capital (San Antonio, TX)
- … consultant requests. + Assist the Global Investors Group (GIG) and Investor Services and Reporting (ISR) with handling Consultant Questionnaires, DDQs, and ... other performance metrics relied upon by business units and disclosed in both investor reports and financial statement footnote disclosures. + Assist and manage… more
- Autodesk (Portland, OR)
- …plays an instrumental role in the quarterly close and earnings cycle and annual Investor Day, and is involved in many cross-functional business projects. This is a ... critical role in the financial reporting process; it provides high visibility to Autodesk...Review and tie-out the presenter's slide deck for the Investor day + Create/update supporting schedules for the tie-out… more
- T. Rowe Price (Owings Mills, MD)
- …to join us and grow your career with us. Team Summary The Individual Investor (II) Product team will have an investment product and vehicle orientation with ... Has oversight of the full complement of products and vehicles within Individual Investor . Sets the strategic direction of our product line, in partnership with our… more
- JPMorgan Chase (New York, NY)
- … Consultant Advisor teams, investment teams, research, portfolio managers, investor relations, product development, senior leadership, and other key stakeholders. ... a lead role in prospecting for new clients, deepening existing client and consultant relationships, and providing thought leadership. This position is for an overall… more
- T. Rowe Price (Baltimore, MD)
- …Conduct analysis on assigned investment portfolios, taking into account financial market conditions, competitor analysis, asset class characteristics, portfolio ... and client inquiries, including ad hoc and follow-up prospect, client, and consultant questions. + Act as an investment resource for content creation including… more
- Fifth Third Bank, NA (Charlotte, NC)
- …all types. ESSENTIAL DUTIES AND RESPONSIBILITIES: + Build and understand complex financial models. + Perform complex financial analysis with minimal oversight. ... in working as a part of a team to originate and close complex financial transactions. + Excellent presentation skills, both oral and written. + Securities Industry… more
- Janus Henderson Investors (Denver, CO)
- …Janus Henderson is to help clients define and achieve superior financial outcomes through differentiated insights, disciplined investments, and world-class service. ... PR. + Externally, responsibilities will include mid to late-stage meetings, consultant engagement, client reviews and responsibility for a range of pitches… more
- T. Rowe Price (Owings Mills, MD)
- …Summary Supports the full complement of products and vehicles within Individual Investor . Supports operations, research, and analysis related to our product line, in ... to the II organization on all product-related initiatives. Serves as a consultant and partner to our partners in Marketing, Client Experience, and Client… more
