- Regions Bank (Birmingham, AL)
- …careers section of the system. **Job Description:** At Highland Associates, the Associate Investment Consultant plays a key supporting role in delivering a high ... standard of client service, developing customized investment solutions and managing client relationships, under the direction and guidance of Consultants and Senior… more
- Charles Schwab (Birmingham, AL)
- …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 ... rewarding career in financial consulting, look no further than Schwab's Investment Consultant role. **What you have** + **Required Qualifications:** + A valid… more
- Regions Bank (Birmingham, AL)
- …of the system. **Job Description:** At Regions, the Associate Financial Consultant - Regions Insurance Services (RIS) assists Financial Advisors in establishing ... Completes required and assigned training modules + Becomes familiar and educated with investment products used to meet customers investment needs + Demonstrates… more
- Truist (Birmingham, AL)
- …financial planning analysis. Proactively work with the financial advisor on assigned investment accounts for adherence to investment and asset allocation ... and policies. 3. Keep abreast of changing economic, legal, financial planning, investment trends and general market and business issues impacting mass affluent… more
- Deloitte (Birmingham, AL)
- …identify process improvements and opportunities for new services. The Senior Consultant will ensure accurate, timely completion of deliverables. The ideal candidate ... on the potential benefits and eligibility requirements related to: + IRC section 48 Investment Tax Credit + IRC section 45 Production Tax Credit + IRC section 45Q… more