- AON (Chicago, IL)
- Investment Consultant Senior Consultant This is a hybrid role (3 days in office) with the flexibility to work from an Aon office in Norwalk, CT; Atlanta, GA; ... governed by the applicable plan documents and policies. #LI-LC1 #LI-HYBRID 2025-87277 Investment Consultant Senior Consultant This is a hybrid role (3 days… more
- Bank of America (Charlotte, NC)
- Investment Consultant II - Merrill Premium Charlotte, North Carolina **Job Description:** At Bank of America, we are guided by a common purpose to help make ... result in disciplinary action up to and including termination. The registered Investment Consultant II demonstrates knowledge of investments and financial… more
- WTW (Chicago, IL)
- **Description** As an Investment Consultant , you will be responsible for leading the client experience and investment consulting efforts to clients in both ... an advisory and Outsourced Chief Investment Officer (OCIO) capacity. You will provide WTW's experienced...will provide WTW's experienced advice on a range of investment services to Defined Benefit and Defined Contribution plans.… 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 ... understand all aspects of plan design, customer service, participant education, investment consulting, external reporting, plan fees, fiduciary duties of plan… more
- Charles Schwab (Campbell, 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 ... rewarding career in financial consulting, look no further than Schwab's Investment Consultant role. **What you have** + **Required Qualifications:** + A valid… more
- Charles Schwab (Charlottesville, 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 ... 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
- US Bank (Tempe, AZ)
- …what you excel at-all from Day One. **Job Description** As a WMAS Investment Consultant , you will primarily be responsible for providing personalized financial ... and refer clients on when those products are not appropriate. The Investment Consultant role focuses on client acquisition and will leverage other avenues for… 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
- Lincoln Financial Group (Helena, MT)
- …**Requisition #:** 74288 **The Role at a Glance** The LFD Operations Digital Investment Platform Sr. Consultant will provide subject matter expertise and ... in support of Lincoln's open and closed end fund investment products. They will develop and maintain relationships with...ongoing support of our open and closed end fund investment management. They will also lead internal enterprise resources… more
- T. Rowe Price (Baltimore, MD)
- …asset management organization with more than 85 years of experience, we provide investment solutions and a broad range of equity, fixed income, and multi-asset ... . 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