Investment Consultant Jobs in Philadelphia, Pennsylvania

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137 Philadelphia, PA Investment Consultant jobs found on Monster.

Jobs 1 to 20 of 137
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...
The Investment Strategy Segment Management team works with the Asset Management lines of business and Investment Strategy and Services (IS&S), leading strategic initiatives undertaken by IS&S to address the major needs and top priorities of the lines of business. The Segment Management team works with the lines of business to build the business case, builds consensus around the business case, and ...
Deloitte & Touche L.L.P. Philadelphia, PA, 19107
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...
Req# 161158BR Position Title Lead Retail Consultant Position Summary A Sprint Retail Sales opportunity connects you to a job that matters. Your work adds value by the joy of connecting people to the things that matter most to them. As a Sprint Lead Retail Consultant, you are a sales floor leader and mobility expert. You share your proven success and techniques with co-workers to continuously imp...
Experis Finance is hiring tax analysts for our suburban based Philadelphia client. Consultants at Experis are the driving force of our success and are responsible for delivering service on assigned client engagements within their unique area of expertise. You offer your unique skills and experiences, and Experis offers something unique for you - besides gaining valuable experience with one of the...
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 relationship management ...
Deloitte & Touche L.L.P. Philadelphia, PA, 19107
Deloitte & Touche LLP, which provides Audit and Enterprise Risk Services (AERS), helps clients understand the complexity of issues such as performance, privacy, risk, controls, and data analysis. AERS Overview : AERS helps organizations build value by taking a Risk Intelligent approach to managing financial, technology and business risks. This approach helps our clients focus on their areas of in...
Our client is looking for us to build teams for their investment sales business unit in Philadelphia, PA. This financial institution/bank is planning significant growth over the next 18 months. Ideally, we require experienced sales professionals who have successfully sold investments (Series 7, Series 65 and L&H insurance licenses required). You MUST have 3 years of exceeding quota. If you want t...
The Hartford Radnor, PA
Transfer Agency Oversight Consultant - 1404343 Description Transfer Agent Oversight Consultant Hartford Funds Radnor, PA www.hartfordfunds.com Summary This position is a key point of contact for internal and external service and operations groups pertaining to operational inquiries, process, performance, and communication. Will act as liaison between the oversight team and the transfer agen...
The Hartford Radnor, PA
Fund Treasury Oversight Sr. Consultant - 1404457 Description Fund Treasury Oversight Sr. Consultant Hartford Funds Radnor, PA www.hartfordfunds.com Requirements Responsible for the review of regulatory filings (financial statements, prospectus & SAI). Liaise with operations, product development, legal & compliance, IM&R and marketing departments. Responsible for the oversight of the Funds'...
The Hartford Radnor, PA
Senior Marketing Consultant, Advisor Channel Marketing - 1404688 Description Senior Marketing Consultant, Advisor Channel Marketing Hartford Funds – Radnor, PA www.hartfordfunds.com The Senior Marketing Consultant is responsible for creating, maintaining and managing all marketing programs for Advisory Services Group, which includes Registered Investment Advisor, Bank Trust and Defined Contri...
The Hartford Radnor, PA
Compliance Consultant - 1404164 Description Compliance Consultant Hartford Funds Radnor, PA www.hartfordfunds.com Overview of the role: Hartford Funds is seeking an experienced compliance professional to serve in the capacity of Compliance Consultant assisting in the administration of the Hartford Funds compliance program. This individual’s responsibilities will include oversight and admini...
The Hartford Radnor, PA
Advisor Marketing Consultant - 1404468 Description Advisor Marketing Consultant Hartford Funds Radnor, PA www.hartfordfunds.com Overview of the role: Candidate is responsible for managing marketing programs and execution to drive sales and financial advisor engagement in specific broker/dealer channels, predominantly through digital platforms. This position will work with internal groups i...
The Hartford Radnor, PA
Advisor Marketing Consultant - 1404686 Description Advisor Marketing Consultant Hartford Funds – Radnor, PA www.hartfordfunds.com The Advisor Marketing Consultant is responsible for managing marketing programs and execution to drive sales and financial advisor engagement in specific broker/dealer channels, predominantly through digital platforms. This position will work with internal groups ...
The Hartford Radnor, PA
Advisor Consultant - 1402935 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...
The Hartford Radnor, PA
Advisor Consultant - 1403327 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...
The Hartford Radnor, PA
Advisor Consultant - 1402732 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...
With over 25 years experience providing accounting and consulting services, CBIZ MHM, LLC (CBIZ) has established the Credit Risk Group with a practice focused on providing debt and equity transactional due diligence, loan portfolio reviews, asset based lending and asset securitization review services to the financial services industry. Serving the needs of a diversified client base at all stages o...
Murrell, Hall, McIntosh & Co Plymouth Meeting, PA, 19462
With over 25 years experience providing accounting and consulting services, CBIZ MHM, LLC (CBIZ) has established the Credit Risk Group with a practice focused on providing debt and equity transactional due diligence, loan portfolio reviews, asset based lending and asset securitization review services to the financial services industry. Serving the needs of a diversified client base at all stages o...
ENTRY-LEVEL PROGRAMMERS We are seeking entry to mid-level developers to join our Gateway Consultant Team – recent college graduates welcome! This is a great opportunity to jump start your IT career and gain valuable experience as a developer! We will be running Interview Days in Washington D.C. during the first week of December, with a January 2015 start date in the NETbuilder Academy. For immed...

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Education Career Tools

Investment Specialist

Salaries

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