Investment Consultant Jobs
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Charles Schwab-Virginia Beach
As an Investment Consultant (IC) at Schwab, you have the opportunity to learn and grow within our Branch Network at the ground floor. The first foray into the path towards becoming a Financial Consultant (FC) at Schwab, the IC role provides the exposure...
Morgan Stanley-New York
An Investment Consultant - Relationship Manager on a Financial Advisor team is responsible for the development, maintenance and oversight of relationships with new and existing clients. The Relationship Manager combines personal skills with all...
1 similar job: Morristown
Index Fund Advisors, Inc.-United States
The Institutional Investment Consultant is a full-time remote position open to candidates anywhere in the United States. This role focuses on providing institutional clients with objective, data-driven investment consulting services aligned with IFA’s fiduciary...
Hightower Advisors-Oak Park (IL)
and market context to support advisor and client discussions.
• Prepare for client reviews with clear, consistent investment messaging.
• Support advisors in moving assets onto firm platforms and highlight client benefits.
• Convert consulting conversations...
2 similar jobs: Evanston, Chicago
Monticello Associates-Denver
About the Firm:
Monticello Associates, LLC is an investment consulting firm serving foundations, endowments, and family office clients in an investment advisory capacity. The firm is headquartered in Denver, Colorado, with additional offices...
1 similar job: Bethesda
Mercer Consulting-Oak Park (IL)
Overview
In this client-facing Investment Consulting role, you help Endowment and Foundation clients navigate investment solutions and communicate complex strategies. You will collaborate with cross-functional teams to design and deliver...
24 similar jobs: Scottsdale, Jersey City, Boston, Alpharetta, Anaheim...
Spartan Invest-United States
Overview
Spartan Invest is a full-service turn-key real estate investment firm specializing in property acquisition, renovation, and property management. We are seeking a motivated and results-driven Investment Consultant (Sales) to join our high...
Fidelity Investments-Tampa
Overview
In this role you guide existing clients through tailored investment planning using Fidelity’s tools, helping them make informed decisions and grow lasting relationships with a local advisor. You focus on delivering thoughtful, regulated...
1 similar job: Saint Petersburg
WestPoint Financial Group-Mundelein
advisor, investment consultant, or related role.
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• Strong knowledge of investment products, financial planning strategies, and wealth management principles.
/n
• Excellent communication, interpersonal, and analytical skills.
/n
• Ability to manage...
Fidelity Investments-Clearwater
Overview
In this role you guide clients at Fidelity’s Investor Center to build tailored financial plans using a broad set of products and planning tools. You focus on existing clients and warm leads, strengthening relationships and delivering...
1 similar job: Saint Petersburg
WestPoint Financial Group-Mundelein
field (preferred).
• Required Licenses:
• FINRA Series 7 & 66 (or Series 65/63 combination).
• Life and Health Insurance License (or willingness to obtain).
• 3+ years of experience as a financial advisor, investment consultant, or related role.
• Strong...
Morgan Stanley-Scottsdale
Overview
In this senior role, you will oversee discretionary investment strategy and asset allocation for clients on the PM program. You’ll partner with Financial Advisors to analyze portfolios, lead strategy discussions, and drive client meetings...
1 similar job: Phoenix
WestPoint Financial Group-Cincinnati
preferred).
• Required Licenses:
• FINRA Series 7 & 66 (or Series 65/63 combination).
• Life and Health Insurance License (or willingness to obtain).
• 3+ years of experience as a financial advisor, investment consultant, or related role.
• Strong knowledge...
Aegis Capital Corp.-Melville (NY)
pay.
The Person
• Previous banking or lending experience is preferred.
• Previous experience in similar role, such as financial advisor or investment consultant.
• Knowledge of financial markets, investment products, and trading strategies...
Aegis Capital Corp.-Melville (NY)
such as financial advisor or investment consultant.
/n
• Knowledge of financial markets, investment products, and trading strategies.
/n
• Excellent communication and interpersonal skills.
/n
• Strong analytical and problem-solving abilities.
/n
/n
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Join our...
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