- Charles Schwab (Phoenix, AZ)
- …for prospects and new to retail clients within a dynamic work environment. The New Client Investment Consultant on the Prospect Conversion Team will ... to offer. We accomplish this by focusing on the client 's holistic needs, assisting with new account...Consultant when appropriate. + Influencing - shaping the client 's opinions and actions in a manner that gains… more
- AON (Chicago, IL)
- Aon is looking for an Institutional Investment Consultant As part of an industry-leading team, you will help empower results for our clients by delivering ... well as other fulfillment and Compliance-related requests + Write new case studies and answers to client /...Functions include but are not limited to: The Institutional Investment Consultant position requires a dynamic professional… more
- Bank of America (Fort Worth, TX)
- Investment Consultant II - Merrill Premium Fort Worth, Texas **Job Description:** At Bank of America, we are guided by a common purpose to help make financial ... 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)
- …customer loyalty and satisfaction. + Develops a "trusted advisor" relationship as a client consultant and influences firms to adopt recommended and customized ... are a premier asset manager focused on delivering global investment management excellence and retirement services that investors can...and operational compliance, and risk mitigation. + Serves as consultant to the client on how T.… more
- HUB International (Scottsdale, AZ)
- The Retirement Plan & Investment Consultant provides dedicated on-site and field support for a specified block of retirement plans (401k, 403b, DB, ESOP, NQ ... etc.). RPCs will also support new business advisers in the sales process and occasionally...Maintaining client support technology systems including databases, client relationship management systems, and investment analytics… more
- Black & Veatch (Columbus, OH)
- **Manager, Consultant : Strategic Asset Management and Investment Planning** Date: Jan 29, 2025 Location: US Company: Black & Veatch Family of Companies ... everything we do and empower them to grow, explore new possibilities and use their diverse talents and perspectives...and perspectives to use. **The Opportunity** As the **Manager Consultant , Gas Strategic Asset Management,** you will have the… more
- Deloitte (Columbus, OH)
- Consultant , Operations & Technology Transformation - Investment & Wealth Management What we do Operations and Technology Transformation delivers market leading ... sectors including Health Care & Life Sciences, Digital Banking & Payments, Investment & Wealth Management, Insurance, Telecom, Media and Energy & Resources. Our… more
- US Bank (Gresham, OR)
- …product suite and refer clients on when those products are not appropriate. The Investment Consultant role focuses on client acquisition and will leverage ... you thrive at every stage of your career. Try new things, learn new skills and discover...excel at-all from Day One. **Job Description** As an Investment Consultant in the Wealth Management Advisory… more
- The Hartford (Wayne, PA)
- …on a thoughtful business plan to maximize efficiency and engagement + Expand existing client base by identifying and pursuing new opportunities through data and ... Internal Sales Consultant - 87SW5E We're determined to make a...and commitment to providing our advisors with an unparalleled client experience + Work with colleagues and teams across… more
- US Bank (St. Louis, MO)
- …teams. No direct investment sales are made by the Premier Client Relationship Consultant . Premier Client Relationship Consultants must actively ... you thrive at every stage of your career. Try new things, learn new skills and discover...termination of employment. This active posting is for a Client Relationship Consultant role: Client … more
- US Bank (Helena, MT)
- …teams. No direct investment sales are made by the premier client relationship consultant . Premier Client Relationship Consultants must actively ... you thrive at every stage of your career. Try new things, learn new skills and discover...from Day One. **Job Description** GENERAL SUMMARY: The Premier Client Relationship Consultant completes all duties of… more
- Principal Financial Group (Waltham, MA)
- **What You'll Do** As a ** Client Relationship Consultant ** , you will partner closely with our Sales team and Broker partners to: + Deliver upon a strategic ... + Provide expert renewal analysis + Deliver outstanding service and selling of new lines of business This opportunity plays an important role in delivering… 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
- Ascensus (Indianapolis, IN)
- …are profitable. You are an outstanding colleague by working with others within Client Services, and other teams (eg, Compliance, Investment Services, Marketing & ... clients by increasing fees or helping them find a new consulting firm. + Complete Annual Client ...to date of all aspects of retirement plan and/or investment consulting by reading circulated emails and papers on… more
- Principal Financial Group (Tampa, FL)
- **What You'll Do** As a ** Client Relationship Consultant ** in our Group Benefits area, you will partner closely with our Sales team and Broker partners to: + ... + Provide expert renewal analysis + Deliver outstanding service and selling of new lines of business This opportunity plays a meaningful role in delivering… more
- Edward Jones (St. Louis, MO)
- …outcomes and experiences. + Support financial advisors with moderately complex client investment portfolio scenarios to deliver more personalized, tax-efficient, ... Through detailed analysis, the team develops and implements customized investment solutions connecting goals outlined in client 's...WMC department. *This position is known internally as an Investment Consultant At Edward Jones, we value… 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...2,800 employees in total-united in their commitment to delivering client outcomes and investment excellence. It is… more
- Principal Financial Group (Grand Rapids, MI)
- …sales offices by building partnerships with our financial professionals, accurately onboarding new client accounts, managing account openings and asset movement ... **What You'll Do** The ** New Business Consultant ** is instrumental to...to track multiple time sensitive deadlines and maintain electronic client files. + Communicate new account statuses,… more
- Fifth Third Bank, NA (Jacksonville, FL)
- …Third Bank. GENERAL FUNCTION: The Senior Institutional Consultant leads new business development of institutional investment management, retirement plan ... internal resources to mitigate risk SUPERVISORY RESPONSIBILITIES: None. However, the Institutional Client Consultant is expected to assist in the orientation,… more
- T. Rowe Price (San Francisco, CA)
- …into a cohesive and knowledgeable response, including recommendations for action by the consultant / client . Develops new processes or strategies to enhance ... + FINRA Series 6 or 7 licensed + Experience with record keeping platform sales, client service or consultant relations + Experience working with an asset manager… more