- Thrivent Financial (Minneapolis, MN)
- …help them live the life they want today-and tomorrow. Job Summary The Investment Consultant 's (internal wholesaler) primary responsibility is to drive Thrivent ... and to complement the activities of the territory's Regional Investment Consultant (external wholesaler). This position is...Off each year; Sick and Safe Time; 10 paid company holidays; Volunteer Time Off; paid parental leave; EAP;… more
- Bank of America (Fort Worth, TX)
- Investment Consultant II - Merrill Premium...every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, ... result in disciplinary action up to and including termination. The registered Investment Consultant II demonstrates knowledge of investments and financial… more
- T. Rowe Price (Baltimore, MD)
- …difference. We are a premier asset manager focused on delivering global investment management excellence and retirement services that investors can rely on today ... us. Role Summary + Promote the distribution of TRPIS/TRPA investment management strategies across multiple vehicles (ie, mutual funds,...and operational compliance, and risk mitigation. + Serves as consultant to the client on how T. Rowe Price… more
- RGP (Tampa, FL)
- The Investment Accounting Consultant is responsible for the accounting, reporting, and analysis of the company 's investment portfolio. This role ensures ... compliance with regulatory requirements, maintains accurate investment records, and provides financial insights to support strategic decision-making. + Perform daily… more
- Manulife (TX)
- In the Managing Director -- Retirement Investment Consultant Central role you will be responsible for sales of John Hancock Investment Management (JHIM) ... (retail wholesaling team) and their relationships with intermediaries. + Provide investment support, guidance and expert advice to wholesalers; participate in… more
- PNC (NC)
- …our employees feel respected, valued and have an opportunity to contribute to the company 's success. The Investment Services Consultant (ISC) role within PNC ... phone-based sales and service financial advisor within our fast-paced Investment Center. You will be aligned with branch partners...guidance. You will engage with clients from the PNC Investment Center book of business to understand their goals… more
- Charles Schwab (Atlanta, GA)
- …us "challenge the status quo" and transform the finance industry together._ As an Investment Consultant (IC) at Schwab, you have the opportunity to learn and ... career in financial consulting, look no further than Schwab's Investment Consultant role. **In addition to the...both today and in the future: + 401(k) with company match and Employee stock purchase plan + Paid… more
- Charles Schwab (Leesburg, VA)
- …us "challenge the status quo" and transform the finance industry together._ As an Investment Consultant (IC) at Schwab, you have the opportunity to learn and ... career in financial consulting, look no further than Schwab's Investment Consultant role. **In addition to the...both today and in the future: + 401(k) with company match and Employee stock purchase plan + Paid… more
- US Bank (Gresham, OR)
- …and discover what you excel at-all from Day One. **Job Description** As an Investment Consultant in the Wealth Management Advisory Center, you will primarily be ... clients on when those products are not appropriate. The Investment Consultant role focuses on client acquisition...among other factors. Applicants can learn more about the company 's status as an equal opportunity employer by viewing… more
- Wells Fargo (New York, NY)
- **About this role:** Wells Fargo is seeking a Transformational Business Consultant to join our CIB Transformation team within Corporate and Investment Banking. ... Qualifications:** + 4+ years of experience in Corporate and Investment Banking or Capital Markets + Experience at a...as critical to the success of our customers and company . They are accountable for execution of all applicable… more
- Wells Fargo (New York, NY)
- **About this role:** Wells Fargo is seeking a Strategy and Planning Consultant to join our CIB Strategy team as part of Corporate and Investment Banking. On the ... Qualifications:** + 5+ years of experience in Corporate and Investment Banking or Capital Markets + Experience at a...as critical to the success of our customers and company . They are accountable for execution of all applicable… more
- Charles Schwab (Phoenix, AZ)
- …and new to retail clients within a dynamic work environment. The New Client Investment Consultant on the Prospect Conversion Team will excel at: + Proactively ... upon individual needs and referring to a branch Financial Consultant when appropriate. + Influencing - shaping the client's...both today and in the future: + 401(k) with company match and Employee stock purchase plan + Paid… more
- Manulife (Boston, MA)
- …leading all aspects of the management, maintenance, and strategic development of our investment consultant databases. This role plays a critical part in ensuring ... service providers. **Database Management:** + Lead the maintenance and accuracy of investment consultant databases, ensuring timely updates and data integrity. +… more
- Neuberger Berman (New York, NY)
- The Advisor Consultant is responsible for creating new relationships and managing existing ones with Financial Advisors at Merrill Lynch, Morgan Stanley, UBS, and ... Raymond James. The goal of the Advisor Consultant is to increase sales and revenue of Neuberger...of Neuberger Berman mutual funds, SMAs, ETFs, and alternative investment strategies within the prescribed territory of Manhattan. This… more
- Edward Jones (St. Louis, MO)
- …team and across WMC department. *This position is known internally as an Investment Consultant Edward Jones' compensation and benefits package includes medical ... and Solutions (WMAS) that serves as the planning and investment portfolio advice consultation group to support the delivery...portfolio strategy. **What You Will Do** As a Portfolio Consultant you will: + Partner with and support branch… more
- US Bank (St. Louis, MO)
- …termination of employment. This active posting is for a Client Relationship Consultant role: Client Relationship Consultant 1, Client Relationship Consultant ... 2, Client Relationship Consultant 3, and Client Relationship Consultant 4, Premier Client Relationship Consultant 4 and Premier Client Relationship … more
- T. Rowe Price (San Francisco, CA)
- …difference. We are a premier asset manager focused on delivering global investment management excellence and retirement services that investors can rely on today ... organization, and is responsible for managing the most complex, high-profile consultant relations issues. Provides leadership to less experienced professionals and… more
- Banco Popular Puerto Rico (New York, NY)
- Date: Feb 3, 2025 Location: New York, NY, US, 10017 Company : Popular Workplace Type: On-site Financial Consultant Popular Insurance Sales - NY Metro We are ... currently searching for a Financial Consultant with strong investment sales experience to join our dynamic Popular Investment team! This is a commission… more
- AccentCare, Inc. (St. Paul, MN)
- …patient care. Salary: 85,00-105,00 Offer Based on Years of Experience Hospice Care Consultant Hospice Care Consultant Hospice Care Consultant Hospice Care ... Consultant Hospice Care Consultant Hospice Care Consultant Hospice Care Consultant Hospice Care ...Sales Medical Sales What You Need to Know Our Investment in You We are committed to offering comprehensive… more
- US Bank (Helena, MT)
- …from Day One. **Job Description** GENERAL SUMMARY: The Premier Client Relationship Consultant completes all duties of a client relationship consultant ; building ... and/or closing the branch. In addition to the Client Relationship Consultant duties (SRGC 1-4), Premier Client Relationship Consultants hold FINRA registrations… more