Investment Consultant Jobs in Maryland
PRIMARY PURPOSE OF THE POSITION The Senior Accountant serves as a subject matter expert in accounting matters affecting all TRP-managed investment products (i.e., ’40 Act mutual funds, trusts, partnerships, Luxembourg-based products, and 529 plans). This position establishes accounting policy to ensure the funds’ compliance with regulatory, GAAP, contractual, and other applicable requirements, and...
Position Description At VALIC, a key focus is assisting our group clients improve in–force management results. The Retirement Plan Consultant role is designed to facilitate plan sponsor and participant service delivery and will be assigned to group clients. The performance categories for the Retirement Plan Consultant functions include: • Plan level metrics (enrollments, deferral growth and auto-e...
Job Description Sales / Preset Appointment Sales / Medical Sales Average First-Year Income: $84,300.32 As a Sales Consultant with Buffett Senior Healthcare® (BSH) you will have the time and freedom to focus on closing sales and generating income. Unlike other marketing organizations, we can take cold-calling, lead generation and prospecting tasks off your hands and provide an average of three qual...
Job Description Sales / Preset Appointment Sales / Outside Sales Average First-Year Income: $84,300.32 As a Sales Consultant with Buffett Senior Healthcare® (BSH) you will have the time and freedom to focus on closing sales and generating income. Unlike other marketing organizations, we can take cold-calling, lead generation and prospecting tasks off your hands and provide an average of three qual...
Sales / Preset Appointment Sales / Sales Manager Average First-Year Income: $84,300.32 As a Sales Consultant with Buffett Senior Healthcare® (BSH) you will have the time and freedom to focus on closing sales and generating income. Unlike other marketing organizations, we can take cold-calling, lead generation and prospecting tasks off your hands and provide an average of three quality, preset sale...
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Education Career Tools
$27,040.00 - $131,100.00
Typical Salary for Investment Specialist in Maryland
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
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.
Develops relationship plans by evaluating clients' financial situation, objectives, requirements, and preferences; recommending and selecting service options; obtaining acceptance.
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