- 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 ... Duties and Functions include but are not limited to: The Institutional Investment Consultant position requires a dynamic professional who can: + Collaborate with… more
- Thrivent Financial (Minneapolis, MN)
- …help them live the life they want today-and tomorrow. Job Summary The Investment Consultant 's (internal wholesaler) primary responsibility is to drive Thrivent ... assigned region(s) and to complement the activities of the territory's Regional Investment Consultant (external wholesaler). This position is also responsible… 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
- Manulife (TX)
- In the Managing Director -- Retirement Investment Consultant Central role you will be responsible for sales of John Hancock Investment Management (JHIM) ... wholesaling team) and their relationships with intermediaries. + Provide investment support, guidance and expert advice to wholesalers; participate...business experience + 7 to 10 years experience in investment sales + NASD Series 6 or 7 and… 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 (Los Altos, 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 (Leesburg, 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
- Charles Schwab (Austin, TX)
- …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
- 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
- PNC (NC)
- …respected, valued and have an opportunity to contribute to the company's success. The Investment Services Consultant (ISC) role within PNC Investments 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