Investment Consultant Jobs in Charlotte, North Carolina

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151 Charlotte, NC Investment Consultant jobs found on Monster.

Jobs 1 to 20 of 151
Job Location Charlotte, NC Job Description Job Summary: Support implementation efforts for Retail Annuity Product initiatives. Provide consultation and support throughout the project management process. Facilitate relationships with internal and external partners; assist in identification and resolution of issues. Job Functions: Support project manager to implement distribution, product and ...
TIAA-CREF Charlotte, NC
Job Description For more information about TIAA-CREF, visit our website. The Wealth Management Client Relationship Consultant (WMCRC) is the primary service and sales support and point of contact for clients of partner Wealth Management Advisors and Associate Wealth Management Advisors. He/She proactively contacts existing and prospective clients as part of the Wealth Management client relation...
TIAA-CREF Charlotte, NC
Job Description For more information about TIAA-CREF, visit our website. Is it time to take your CAREER to the NEXT LEVEL?? Join the Participant Services Group at TIAA-CREF! As a Financial Services Consultant, you have the opportunity to connect with our clients and make a positive difference. TIAA-CREF fosters a culture of empowerment. You are a voice inside the organization, not just a number...
MetLife Field Office Charlotte, NC
Job Location Charlotte, North Carolina Virtual Location No Job Description Summary of Responsibilities: The Marketing Consultant II is responsible for providing overall marketing and communications support, evaluating and developing the portfolio of marketing tools and services for the MetLife Broker-Dealer. This position provides direction, produces and manages marketing materials (includin...
TIAA-CREF Charlotte, NC
Job Description For more information about TIAA-CREF, visit our website. Interested in re-invigorating your career?? Join the Participant Services Group at TIAA-CREF! In this role you have the opportunity to connect with our clients and make a positive difference. TIAA-CREF fosters a culture of empowerment. You are a voice inside the organization, not just a number. We are currently hiring Regi...
TIAA-CREF Charlotte, NC
Job Description For more information about TIAA-CREF, visit our website. The Wealth Management Client Relationship Consultant (WMCRC) is the primary service and sales support and point of contact for clients of partner Wealth Management Advisors and Associate Wealth Management Advisors. He/She proactively contacts existing and prospective clients as part of the Wealth Management client relation...
Artech Information Systems CHARLOTTE, NC
Job Tite: Business Intelligence Consultant Location: Charlotte, NC Duration: 12-18 months Primary Responsibilities: Within the Risk, Capital, Investments, & Treasury Technology Shared Services function, serve as an integral member of the team responsible for the following: Perform administrative and support activities across a multi-environment Tableau infrastructure including security admini...
TIAA-CREF Charlotte, NC
Job Description For more information about TIAA-CREF, visit our website. Sr. Director, Plan Design Consultant Location: Anywhere in the United States Job Summary: The Plan Design Consultant will provide client consulting on plan design, benefits administration processing, plan compliance as well as cost/benefit analysis. He/She will work a part of a utility team, in partnership with Relations...
For more information about TIAA-CREF, visit our website . The Wealth Management Client Relationship Consultant (WMCRC) is the primary service and sales support and point of contact for clients of partner Wealth Management Advisors and Associate Wealth Management Advisors. He/She proactively contacts existing and prospective clients as part of the Wealth Management client relationship management ...
For more information about TIAA-CREF, visit our website . The Wealth Management Client Relationship Consultant (WMCRC) is the primary service and sales support and point of contact for clients of partner Wealth Management Advisors and Associate Wealth Management Advisors. He/She proactively contacts existing and prospective clients as part of the Wealth Management client relationship management ...
For more information about TIAA-CREF, visit our website . Is it time to take your CAREER to the NEXT LEVEL?? Join the Participant Services Group at TIAA-CREF! As a Financial Services Consultant, you have the opportunity to connect with our clients and make a positive difference. TIAA-CREF fosters a culture of empowerment. You are a voice inside the organization, not just a number. We are current...
Job Title: BUSINESS SYSTEMS CONSULTANT 5 Job ID Number: 5045693 Schedule Type: Reg-Time Work Hours: 40 Location: Charlotte,NC Qualifications: CFA, MBA or related graduate degree 4 + years of experience developing Wealth/investment management tools and managing complex development projects 4 + years of experience in one or combination of the following functional areas: investment plannin...
Job Title: E-Business Sys Consultant 6 Job ID Number: 5054542 Schedule Type: Reg-Time Work Hours: 40 Location: Charlotte,NC Qualifications: Knowledge of Wells Fargo bank architecture, particularly of one or more current online channel/servicing platforms is a plus Demonstrated ability to recognize structural issues within the organization, functional interdependencies and cross-silo red...
Job Location Charlotte, North Carolina Virtual Location No Job Description Summary of Responsibilities: The Marketing Consultant II is responsible for providing overall marketing and communications support, evaluating and developing the portfolio of marketing tools and services for the MetLife Broker-Dealer. This position provides direction, produces and manages marketing materials (includin...
TIAA-CREF Charlotte, NC
Job Description For more information about TIAA-CREF, visit our website. The Sr. Consultant, IIS will provide clients and prospects with counseling on all aspects of brokerage products and services offered by TIAA. Take inbound calls from internal and external clients and meet needs through concise and thorough advice. RESPONSIBILITIES Responsible for building and maintaining strong relationsh...
TIAA-CREF Charlotte, NC
Job Description The TIAA-CREF Accelerated Advisory Development Program (AADP) is an approximately 1-1/2 year rotational program that is designed to prepare program participants for a career in financial services as a Wealth Management Advisor (WMA), Associate Wealth Management Advisor (AWMA) or Independent Associate Wealth Management Advisor (IAWMA). AADP offers experiences that drive personal de...
Cognizant System Charlotte, NC
Description Cognizant is presently looking for a highly skilled Cast Iron Lead Consultant for our Cloud Services Organization. We are a global leader in business and technology services that helps clients be more effective in a business environment transformed by globalization, virtualization and Cloud technologies. Our Cloud practice continues to receive huge dividends given thought leadership f...
MetLife Field Office Charlotte, NC
Job Location Charlotte, NC Job Description The Compliance Consultant is an individual contributor who is proficient with respect to product and service offerings and the laws, rules, and regulations applicable to communications with the public (Investment Acts, SEC, FINRA, and MSRB rules, NAIC Model Advertising Regulations, etc.). The Compliance Consultant reviews advertising and sales material...
MetLife Field Office Charlotte, NC
Job Location Charlotte, NC Job Description Job Summary: Support implementation efforts for Retail Annuity Product initiatives. Provide consultation and support throughout the project management process. Facilitate relationships with internal and external partners; assist in identification and resolution of issues. Job Functions: Support project manager to implement distribution, product and ...
Columbia IS Consulting Group Charlotte, NC
Charlotte, NC Experience preferred with Workflow Management Software like IBM's FileNet or Case Manager system or with Oracle's BPEL (Business Process Execution Language). Financial services domain experience; effectively manage a full life cycle requirements process in both the Agile and Waterfall methodology. Follow rigorous system development life cycle (SDLC), quality and project management...

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Education Career Tools

Investment Specialist

Salaries

$27,040.00 - $131,100.00
Typical Salary for Investment Specialist in Charlotte
(51 Respondents)
Source: Monster.com Careerbenchmarking Tool

Education / Training

Bachelor's
47.7%
Some College Coursework Completed
20.5%
High School
13.6%
Master's
11.4%
Associates
6.8%
(44 Respondents)
Source: Monster.com Careerbenchmarking Tool

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