Investment Consultant Jobs in Indiana
This description is intended to indicate the essential responsibilities of the position. It is not intended to be all inclusive nor does this limit management’s right and responsibility to determine work assignments, reassignments, priorities, etc. Position Goals: Provides individual customer financial planning and counseling via mentorship of Senior Investment Consultant. Solutions include mutu...
This description is intended to indicate the essential responsibilities of the position. It is not intended to be all-inclusive nor does this limit management’s right and responsibility to determine work assignments, reassignments, priorities, etc. Position Goals: Facilitate the sales and service of securities, annuities, registered investment advisory products and life insurance to qualified bu...
First Merchants Corporation Munster, IN, 46321
Position Goals: Facilitate the sales and service of securities, annuities, registered investment advisory products and life insurance to qualified buyers; expand client relationships by emphasizing the origination of new business, expanding current business, and providing excellent product delivery & service. Management Received: Business Development/Investment Consultant Officer Management Ex...
Td Ameritrade Indianapolis, IN, 46218
A leader in brokerage and investment services for over 35 years, TD Ameritrade offers a full spectrum of powerful solutions and innovative tools for trading and investing. We're constantly expanding our knowledge and bolstering our capabilities, from a leading active trader program to intuitive long-term investment solutions and a national branch system. Combined with some of the industry's bright...
Scottrade Evansville, IN, 47712
Scottrade is seeking an energetic, career-minded undergraduate student to join our award-winning financial services company. This person needs to be a results-driven individual with an optimistic, team-oriented attitude. Our paid internship program affords students an opportunity to learn and be mentored. Interns are given training to assist them in further understanding the securities industry a...
Charles Schwab Corporation Indianapolis, IN, 46218
Job ID: 0613-18133 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 ...
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Education Career Tools
$27,040.00 - $131,100.00
Typical Salary for Investment Specialist in Indiana
Source: Monster.com Careerbenchmarking Tool
Education / Training
Some College Coursework Completed
Source: Monster.com Careerbenchmarking Tool
Serves clients by obtaining and evaluating client financial situation; developing, recommending, and managing financial plans, services, and actions; developing and expanding business.
Rate of Growth
Size of Industry in 2006:
Source: Bureau of Labor Statistics, May 2006
Offers advice on the purchase or sale of particular securities.
Realizes and preserves asset value after taxes by determining and recommending asset ownership structures, diversification strategies, and related practices; developing asset allocations and financial plans; researching investment options; managing liquid assets; monitoring investment performance; recommending and implementing changes in strategies and investments; offering guidance and advice; obtaining, evaluating, and planning estate provisions.
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