- Truist (Atlanta, GA)
- …shift (United States of America) **Please review the following job description:** The Wealth Advisory Consultant is responsible for supporting Truist Wealth ... is part of the Investment Consulting Group (ICG) and reports to the Wealth Advisory Senior Product Manager. The ICG team is comprised of teammates with varied… more
- Deloitte (New York, NY)
- Financial Services Risk Management Senior Consultant Our practitioners have the opportunity to engage a diverse and challenging portfolio of projects which ... which candidates bring will be critical to the success of our clients. As a Senior Consultant , you will have opportunities to: + Learn how to identify, evaluate,… more
- Deloitte (Charlotte, NC)
- Financial Services Risk, Data & Regulatory, Liquidity - Senior Consultant Deloitte Risk and Financial Advisory's Financial Services Industry (FSI) Risk, Data and ... interest rate and liquidity risks + Experience working closely with Treasurers and Senior Management through the identification of emerging asset & liability… more
- Capco, a Wipro Company (Dallas, TX)
- …on maintaining our nimble, agile and entrepreneurial culture. **About the Job:** As a Senior Consultant on the Banking and Payments team, you will work in ... are experts in capital markets, banking and payments and wealth and asset management. We have a...Do:** We are currently looking to recruit Consultants and Senior Consultants who can make a significant contribution to… more
- Capco, a Wipro Company (New York, NY)
- …processes, strategic advisory, cyber programs, and security operations. **About the Job:** As a Senior Consultant at Capco, you will play an essential role in ... with clients on transformative projects within Investment Banking, Retail Banking, Wealth Management, and Insurance sectors. You will collaborate with industry… more
- Edward Jones (St. Louis, MO)
- …stakeholders, and external professionals including attorneys and CPAs. **What You Will Do:** The Senior Trust Consultant will serve as the key contact for Edward ... level of service throughout this process. In addition, the Senior Trust Consultant is part of a...with branch team all facets of onboarding process including asset transfer updates after account acceptance. Relationship Management +… more
- Morgan Stanley (CA)
- …* Generate and monetize approval ratings through a deep understanding of assigned consultant firm's market outlook and client asset allocation priorities. * ... Morgan Stanley Investment Management is one of the largest global asset management organizations of any full-service securities firm, with more than 40 years of… more
- Edward Jones (Phoenix, AZ)
- …newer associates on the team *This position is known internally as a Senior Investment Consultant Edward Jones' compensation and benefits package includes ... have a desire to be a part of the wealth management process? Do people consider you a strategic...plan to portfolio strategy. **What You Will Do** The Senior Portfolio Strategistis the investment specialist responsible for bringing… more
- M&T Bank (York, PA)
- …Banking. Works with Investment Advisors, Fiduciary Advisors, Community partners, Wealth /WISD and Mortgage to deliver advice-based solutions and alternative ... and insurance solutions and leveraging partnerships in Retail, Business Banking and Wealth to increase referrals. + Provide financial planning services by advising… more
- Vanguard (Scottsdale, AZ)
- …want to consider a career as an Ultra High Net Worth (UHNW) Client Consultant within our Personal Investor Wealth Management Division. UHNW Client Consultants ... investment expertise and build a fulfilling career path within Wealth Management. In this role, you will: + Serve...navigate portfolio allocation conversations, discuss investment cost basis and asset location as well as mutual fund and investment… more
- CIBC (Dundas, MN)
- …to support AMF (Autorite des Marches Financiers) licensing, and Registered Retirement Consultant (RRC). It's an asset if you've completed CSI/ICB Investment ... creating comprehensive financial plans and providing exceptional client service. As a Senior Financial Advisor in the Imperial Service Team, you'll expertly deliver… more