- Bank of America (Frisco, TX)
- Divisional Managed Investment Consultant Frisco, Texas **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend ... grow, and make an impact. Join us! **Job Description:** The Divisional Managed Investment Consultant provides advice and guidance to Financial Advisors, Client… more
- US Bank (Cincinnati, OH)
- …skills and discover what you excel at-all from Day One. **Job Description** The Investment Consultant role provides advanced investment education and advice ... in investable assets who may require multiple financial product offerings. The Investment Consultant will have access to a full product suite and a light… more
- Bank of America (Hunt Valley, MD)
- Investment Consultant II - Merrill Premium Hunt Valley, Maryland **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a ... result in disciplinary action up to and including termination. The registered Investment Consultant II demonstrates knowledge of investments and financial… more
- 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
- City National Bank (Santa Fe, NM)
- * INVESTMENT CONSULTANT * WHAT IS THE OPPORTUNITY? Expand and deepen the network of Independent Financial Advisors, CPA's & attorneys referring clients to Rochdale ... net worth investors who have expressed an interest in CNR investment services. Develops "partnering" relationships with Independent Financial Advisor, accounting… more
- Charles Schwab (Pleasanton, CA)
- …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 ... rich and rewarding career in financial consulting, look no further than Schwab's Investment Consultant role. **What you have** **Required Qualifications:** + A… more
- Charles Schwab (Newport Beach, CA)
- …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 ... rich and rewarding career in financial consulting, look no further than Schwab's Investment Consultant role. **In addition to the salary range, this role is also… 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 ... offerings based upon individual needs and referring to a branch Financial Consultant when appropriate. + Influencing - shaping the client's opinions and actions… more
- PNC (PA)
- …by PNC. This position may not be available in all geographic locations. The Investment Services Consultant (ISC) role within PNC Wealth Management acts as a ... 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
- Wells Fargo (St. Louis, MO)
- … to join the Business Planning & Operational Support team within the Investment Solutions Center of Excellence. The consultant is responsible for developing ... of a variety of operational programs, services, and initiatives for the Investment Solutions COE. This individual is focused on centralizing common activities and… more
- Deloitte (Atlanta, GA)
- Senior Consultant , Industry Solutions, Investment Management, SimCorp What we do Join our AI & Engineering team in transforming technology platforms, driving ... the changing demands of their customers. Our clients include asset, wealth, and investment advisers and administrators from every sector of the industry, including … more
- Manulife (Boston, MA)
- …+ Marketplace Knowledge: Demonstrate a strong understanding of the North American investment consultant landscape. + KPIs: Oversee business channel knowledge, ... marketing materials. + * Field Meetings: Organize logistics and preparation for consultant relations and investment management teams, ensuring all materials and… more
- JPMorgan Chase (New York, NY)
- …strategies. + We seek someone who blends the advisory perspective of an Investment Consultant with the portfolio management experience of an asset manager. ... **J.P, Morgan Institutional Investment Solutions** Institutional Investment Solutions ("IIS") is a highly specialized global team of seasoned investment … more
- The Salvation Army (West Nyack, NY)
- …preparation of audit schedules and responding to inquiries. + Communicate with investment custodian, external investment consultant and portfolio managers ... at our Eastern Territorial Headquarters has an opening for a Senior Investment Accountant. The Senior Investment Accountant is principally responsible for… more
- Truist (Winter Park, FL)
- …a focus on analyzing goals, objectives and risk tolerance to determine which investment products and services best meet the client's needs and to implement those ... 1. Willingness to pursue additional credentials in the wealth and investment fields. **General Description of Available Benefits for Eligible Employees of… more
- Neuberger Berman (New York, NY)
- …firm's strategies via consultant databases. The team partners with the Consultant Relations Team, Sales, investment teams and other business support ... AUM, personnel) while ensuring quality-control standards are met + Complete consultant -driven questionnaires and requests regarding investment products on a… more
- Nuveen Investments (Dallas, TX)
- …and, where appropriate, provide advice related to qualified and non-qualified product and investment needs. The typical consultant spends the majority of their ... The Individual Financial Consultant (IFC) provides retirement education and advice to...internal partners and clients to help identify product and investment needs. + Determine where client has a need… more
- Regions Bank (Pinson, AL)
- …section of the system. **Job Description:** At Regions, the Associate Financial Consultant - Regions Investment Services (RIS) assists Financial Advisors in ... Completes required and assigned training modules + Becomes familiar and educated with investment products used to meet customers' investment needs + Demonstrates… more
- The Hartford (Wayne, PA)
- Internal Sales Consultant - 87SW5E We're determined to make a difference and are proud to be an insurance company that goes well beyond coverages and policies. ... and build positive relationships? If so, the Internal Advisor Consultant role at Hartford Funds might be the next...step in your career evolution. As an Internal Advisor Consultant you will be responsible for building and maintaining… more
- PNC (Pittsburgh, PA)
- …to contribute to the company's success. As a Senior Business Analytics Consultant within PNC's Asset Management Group Investment Office organization, you ... this position will be a team member of the Investment Data Innovations Team (IDI) within the Asset Management...Data Innovations Team (IDI) within the Asset Management Group Investment Office (IO). The focus of the work will… more