Investment Consultant Jobs in New York

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55 New York Investment Consultant jobs found on Monster.

Jobs 1 to 20 of 55
This function is responsible for gathering and utilizing marketing intelligence in a territory within a distribution channel (UBS Wealth Management Americas or Third Party). Together with the external wholesaler, the IIC is responsible for developing and maintaining existing relationships as well as identifying and acquiring new business within their territory in order to meet sales goals. Positi...
Do you want a long term career not just a job? Do you want to work in one of the fastest growing industries and company? Do you want stock options in a firm looking to list on the N.Y.S.E? Do you want a full custom training program? If you’ve answered yes to any of these questions then we want you! THE OPPORTUNITY ================ With new developments in the energy industry, select individ...
This function is responsible for gathering and utilizing marketing intelligence in a territory within a distribution channel (UBS Wealth Management Americas or Third Party). Together with the external wholesaler, the IIC is responsible for developing and maintaining existing relationships as well as identifying and acquiring new business within their territory in order to meet sales goals. Positi...
Citigroup Inc. APAC, NY
Brief Description of the Organization Citi, the leading global financial services company, has some 200 million customer accounts and does business in more than 100 countries, providing consumers, corporations, governments and institutions with a broad range of financial products and services, including consumer banking and credit, corporate and investment banking, securities brokerage, and wealt...
Citigroup Inc. APAC, NY
Brief Description of the Organization Citi, the leading global financial services company, has some 200 million customer accounts and does business in more than 100 countries, providing consumers, corporations, governments and institutions with a broad range of financial products and services, including consumer banking and credit, corporate and investment banking, securities brokerage, and wealth...
Citigroup Inc. APAC, NY
Brief Description of the Organization Citi, the leading global financial services company, has some 200 million customer accounts and does business in more than 100 countries, providing consumers, corporations, governments and institutions with a broad range of financial products and services, including consumer banking and credit, corporate and investment banking, securities brokerage, and wealth...
Work as an investment/insurance sales professional with our client, a global high net worth program. You must have a series 7 and 65 license as well as L&H insurance licenses. These are exciting opportunities... no book of business required! You will work with both current and new prospects of the Private High Net Worth Group. Mandarin speaking language skills are required. This exciting program ...
Td Ameritrade New York, NY, 10007
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...
TD Ameritrade Holding Corporation New York, NY
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...
TD Ameritrade Holding Corporation Garden City, NY
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...
Work as an investment/insurance sales professional with our client, a global high net worth program. You must have a series 7 and 65 license as well as L&H insurance licenses. These are exciting opportunities... no book of business required! You will work with both current and new prospects of the Private High Net Worth Group. Mandarin speaking language skills are required. This exciting program ...
The Investment Consultant ("IC") is responsible for establishing, building and maintaining rapport and trust with clients and prospects. The primary responsibility of the IC is business development, winning new asset management relationships, signing up new asset management accounts, and building SVB’s off balance sheet assets. It is expected that the Investment Consultant will be the first or sec...
Td Ameritrade New York, NY, 10007
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...
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...
City National Corporation New York, NY, 10007
Position Title: Private Investment Consultant Location: New York City: New York State: New York Apply Now...
UBS Financial Services New York, NY, 10007
This function is responsible for gathering and utilizing marketing intelligence in a territory within a distribution channel (UBS Wealth Management Americas or Third Party). Together with the external wholesaler, the IIC is responsible for developing and maintaining existing relationships as well as identifying and acquiring new business within their territory in order to meet sales goals. Positi...
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...
Description The Investment Consultant is required to coach and support relationship managers to provide investment advisory services to Citigold wealth management clients such as the following: Investment products analysis and review To identify and understand clients' long term needs and construct, recommend, and execute investments solutions To regularly conduct client investment portfolio r...
Description Give advice on portfolio issues and meet clients on a regular basis Recommend tailor-made and individually optimized investment portfolio for clients Monitor and oversee portfolio quality Monitor portfolio performance of the business as a whole Provide training to internal staff on portfolio-related matters Give regular presentation to clients Qualifications University graduate...
Summary Controller for Non Profit organization Client Details Growing International Non Profit serving to environmental issues. Description Develop, administer, and ensure compliance with accounting policies, procedures and systems Direct the management of the general accounting and international subsidiaries Oversee and review the preparation of all financial statements including the month...

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Education Career Tools

Investment Specialist

Salaries

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