Investment Consultant Jobs in Charlotte, North Carolina

RSS

137 Charlotte, NC Investment Consultant jobs found on Monster.

Jobs 1 to 20 of 137
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. 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...
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 . 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: Compliance Consultant 3 Job ID Number: 5058072 Schedule Type: Reg-Time Work Hours: 40 Location: Charlotte,NC Qualifications: Strong team focus, and ability to work independently and as part of a team with line of business associates and other support partners. Ability to work under time restrictions and meet deadlines. Minimum of undergraduate degree or equivalent experience ...
Job Title: Analytics Consultant 4 Job ID Number: 5029570 Schedule Type: Reg-Time Work Hours: 40 Location: Charlotte,NC Qualifications: The ideal candidate…. You are passionate about the power of analytics and believe in its ability to inform sound business decisions You have a deep passion for spotting emerging trends, breaking new ground, statistical storytelling and transforming idea...
Job Title: Business Systems Consultant 5 Job ID Number: 5049392 Schedule Type: Reg-Time Work Hours: 40 Location: Charlotte,NC Qualifications: - Excellent client engagement skills. - 5+ years experience with portfolio analytical applications such FactSet, Bloomberg. - Excellent communications skills, both oral and written communication skills (polished, consultative style) are essentia...
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: Compliance Consultant 2 Job ID Number: 5056763 Schedule Type: Reg-Time Work Hours: 40 Location: Charlotte,NC Qualifications: WI-Menomonee Falls: 100 Heritage Reserve - Menomonee Falls, WI MA-Boston: 200 Berkeley St - Boston, MA NC-Charlotte: 401 S Tryon St - Charlotte, NC CA-SF-Financial District: 525 Market St - San Francisco, CA Excellent analytical, communication, pres...
Job Title: Compliance Consultant 4 Job ID Number: 5040295 Schedule Type: Reg-Time Work Hours: 40 Location: Charlotte,NC Qualifications: Excellent problem solving and analytic capabilities utilized to identify root cause issues/improvement opportunities, and designing approaches/programs to address those issues; Proven ability to take project from requirements gathering to delivery to m...
Job Title: Business Systems Consultant 5 Job ID Number: 5055046 Schedule Type: Reg-Time Work Hours: 40 Location: Charlotte,NC Qualifications: • Bachelor’s Degree or equivalent experience in Finance, Information Technology, Statistics, Business Analysis or similar. • Experience with financial data in the realm of asset management firm, investment adviser, hedge fund manager, broker deal...
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...
Job Title: Analytics Consultant 5 Job ID Number: 5029575 Schedule Type: Reg-Time Work Hours: 40 Location: Charlotte,NC Qualifications: The ideal candidate…. Will work with minimal direction and take initiative to learn subject matter to get things done. You are passionate about the power of analytics and believe in its ability to inform sound business decisions You form strong, trusted...
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...
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...

Get new jobs by email for this search
We'll keep looking and send you new jobs that match this search.
email me

Upload your resume and let employers find you!
It's that simple!

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

Popular Investment Consultant Articles

Finance Jobs Article Rating
Whether your beat is auditing, tax, financial analysis, lending or another specialty, explore careers in finance and search for finance jobs now.
10 Reasons to Invest in Your Career Article Rating
How much thought are you putting into your career strategy? Here are 10 reasons to make the investment.
For Employers: Post Jobs | Search Resumes | Advertise
About Monster | Work for Monster | Advertise with Us | AdChoices | Partner with Us | Investor Relations | Social Media
Terms of Use | Privacy Center | Accessibility Center | Help | Security | Contact Us | Sitemap | Mobile
©2014 Monster - All Rights Reserved U.S. Patents No. 5,832,497; 7,599,930 B1; 7,827,125 and 7,836,060 MWW - Looking for Monster Cable? - V: 2014.4.70.65-201
eTrustLogo