Investment Consultant Jobs in Connecticut

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144 Connecticut Investment Consultant jobs found on Monster.

Jobs 1 to 20 of 144
About Aon Aon plc (NYSE:AON) is the leading global provider of risk management, insurance and reinsurance brokerage, and human resources solutions and outsourcing services. Through its more than 66,000 colleagues worldwide, Aon unites to empower results for clients in over 120 countries via innovative and effective risk and people solutions and through industry-leading global resources and techni...
THINKING OF CHANGING CAREERS? We are expanding and looking for people to train as investment counselors. Investment Counselors meet with prospective clients before they invest. It is critical they get to know a client’s needs, objectives and their risk tolerance. We carefully structure our investors’ portfolios using investments, some of which are proprietary, based on real value and frequently p...
Aon Corporation Norwalk, CT, 06850
Job Description About Aon Aon plc (NYSE:AON) is the leading global provider of risk management, insurance and reinsurance brokerage, and human resources solutions and outsourcing services. Through its more than 66,000 colleagues worldwide, Aon unites to empower results for clients in over 120 countries via innovative and effective risk and people solutions and through industry-leading global res...
Scottrade is seeking an energetic, career-minded professional to join our award-winning financial services company. This person needs to be a results-driven individual with an optimistic, team-oriented attitude. At Scottrade, individual development is one of our core values. We offer an extensive array of development opportunities as well as a competitive total compensation package. The Scottrade...
The main purpose of this position is to provide exceptional client experiences that focus on meeting stated needs as well as uncovering unstated needs and providing appropriate solutions. This is accomplished through needs-based conversations that position Scottrade as a total solutions provider while preserving our award winning service reputation. The branch is a performance driven environment t...
Aon Corporation Norwalk, CT, 06850
Job Description About Aon Hewitt Aon Hewitt empowers organizations and individuals to secure a better future through innovative talent, retirement and health solutions. We advise, design and execute a wide range of solutions that enable clients to cultivate talent to drive organizational and personal performance and growth, navigate retirement risk while providing new levels of financial securit...
Scottrade is seeking an energetic, career-minded professional to join our award-winning financial services company. This person needs to be a results-driven individual with an optimistic, team-oriented attitude. At Scottrade, individual development is one of our core values. We offer an extensive array of development opportunities as well as a competitive total compensation package. The Scottrade...
Webster Financial Corporation Wallingford, CT, 06492
Manager, WIS Sales POSITION SUMMARY Manage a sales force of Financial Consultants responsible for the sale of investment products (mutual funds, annuities, RIA, stocks & bonds, and additional insurance products). Management Level Description:Responsible for a single narrowly defined function that is generally within a career discipline. The manager can be part of a larger department that has mult...
Citizens Financial Group, Inc. Hamden, CT, 06518
Responsibilities The key responsibilities of this position are to work closely with the assigned Financial Consultants (1-3) to maximize revenue production by conducting marketing activities, serving as the primary liaison between Operations and the Phonebank, promptly responding to all client service requests, scheduling appointments for assigned Financial Consultants, preparing for Audits, and ...
Deloitte & Touche L.L.P. Stamford, CT, 06901
Deloitte Tax LLP helps companies understand national, state and local, and international tax structures and align the tax function with business objectives. Deloitte Tax LLP Investment Management Hedge Fund - Tax Manager As global leaders in providing professional services to the Investment Management industry, Deloitte Tax LLP works with clients to address a range of critical issues brought o...
Summary Immediate need for Junior Tax Operations Consultant to work on a project with one of our leading Investment Banking clients in Weehawken, NJ. The project will sit within the Tax Operations group but will interact with other areas of the business. Candidates will be required to have a strong interest in the Financial Services inustry and have basic knowledge of Tax, Accounting, Finance, or...
FactSet is a financial data and software company headquartered in Norwalk, Connecticut with offices in 35 locations worldwide. On May 31, 2014, annual revenues totaled $932 million and employee headcount passed 6,300. FactSet has been publicly traded on the New York Stock Exchange under the symbol FDS since 1996 and on NASDAQ under the same symbol since 2009. Once again this year, FactSet is list...
We are in need of a Stamford, CT based Accounting Consultant to work with our large client concentration in the CT area. Responsibilities · Satisfy clients needs for staff augmentation in the fund accounting, corporate accounting and internal audit functions · Perform business process analysis, policies and procedures documentation and review, process design and improvements · Assist in audit ...
RESPONSIBILITIES: Our Stamford, CT client is seeking a Web Strategist to serve as web strategy business consultant and program lead, working with the business teams to define and execute high visibility digital optimization initiatives globally, balancing both business strategies, and needs of financial intermediaries consultants, analysts, other account gatekeepers) and company sales teams. Mor...
Role Context: The Unimin Financial Planning & Analysis team provides Financial Analysis, Strategic Advice and Business Planning to Unimin’s Senior Management in North-America as well as to other Sibelco divisions such as the Finance Group in Belgium. The FP&A team is accountable for developing, measuring and supporting the long-term group strategy, including distilling key intelligence on corpora...
People's United Bank HARTFORD, CT, 06103
826BR Financial Consultant Job Summary: The Financial Consultant program is designed to develop registered representatives with several years of sales experience into successful People’s Securities Financial Advisors. The Financial Consultant will work closely with a top-producing Financial Advisor, who will mentor the incumbent in: • developing deep partnerships with retail branch employees; ...
Charles Schwab Corporation Stamford, CT, 06901
Job ID: 0623-18243 Description: We believe that, when done right, investing liberates people to create their own destiny. We are driven by our purpose to champion every client’s goals with passion and integrity. We respect and appreciate the diversity of our employees, our clients, and the communities we serve. We challenge conventions strategically to create value for our clients, our firm and ...
Charles Schwab Corporation Fairfield, CT, 06430
Job ID: 0626-18317 Description: We believe that, when done right, investing liberates people to create their own destiny. We are driven by our purpose to champion every client’s goals with passion and integrity. We respect and appreciate the diversity of our employees, our clients, and the communities we serve. We challenge conventions strategically to create value for our clients, our firm and ...
SS&C Technologies Windsor, CT, 06006
Headquartered in Windsor, CT and with offices throughout North America, Europe, Asia, and Australia, SS&C Technologies provides the global financial services industry with a broad range of highly specialized software, software enabled-services and software as a service (SaaS) solutions for operational excellence. We deliver mission-critical processing for information management, analysis, trading,...
Hartford Financial Services Group Simsbury, CT
Advisor Consultant - 1402492 Description Advisor Consultant Hartford Funds www.hartfordfunds.com What are the responsibilities of the position? As Advisor Consultant you are responsible with driving Hartford Funds sales by building deep relationships with financial advisors, strategic partners and firms. You will be expected to leverage existing relationships and build new relationships with...

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Education Career Tools

Investment Specialist

Salaries

$27,040.00 - $131,100.00
Typical Salary for Investment Specialist in Connecticut
(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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