Investment Consultant Jobs in Philadelphia, Pennsylvania

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124 Philadelphia, PA Investment Consultant jobs found on Monster.

Jobs 1 to 20 of 124
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 ...
Delaware Investments, a member of Macquarie Group, provides world-class asset management services and solutions for institutions and individuals. Today's Delaware Investments is more dynamic than ever before, managing assets across all major asset classes for wide range of investors. The firm's team-based, primarily research-driven approach to investing is guided by the expertise of 124 portfolio ...
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...
Citizens Bank Philadelphia, PA
Responsibilities CCO Investment Services Inc. is honored to be a leading provider in the investment services industry and is focused on growing our market share in the states we currently operate. We are currently hiring talented Financial Consultants who proactively identify and sell a broad array of Investment and Insurance products to bank customers. Responsibility for the day to day manageme...
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...
Deloitte & Touche L.L.P. Philadelphia, PA, 19107
Application Management Services: Provide complete operations services for application management, custom development, and business process outsourcing for clients. Develop the post implementation go-live support environment, construct the transition plan from the project team to the support team, and support and maintain the client applications and technology infrastructure Deloitte Digital You’...
Deloitte & Touche L.L.P. Philadelphia, PA, 19107
Application Management Services: Provide complete operations services for application management, custom development, and business process outsourcing for clients. Develop the post implementation go-live support environment, construct the transition plan from the project team to the support team, and support and maintain the client applications and technology infrastructure Deloitte Digital You’...
Deloitte & Touche L.L.P. Philadelphia, PA, 19107
Application Management Services: Provide complete operations services for application management, custom development, and business process outsourcing for clients. Develop the post implementation go-live support environment, construct the transition plan from the project team to the support team, and support and maintain the client applications and technology infrastructure Deloitte Digital You’...
Deloitte & Touche L.L.P. Philadelphia, PA, 19107
Application Management Services: Provide complete operations services for application management, custom development, and business process outsourcing for clients. Develop the post implementation go-live support environment, construct the transition plan from the project team to the support team, and support and maintain the client applications and technology infrastructure Deloitte Digital You’...
Citizens Bank Plymouth Meeting, PA
Responsibilities CCO Investment Services Inc. is honored to be a leading provider in the investment services industry and is focused on growing our market share in the states we currently operate. We are currently hiring talented Financial Consultants who proactively identify and sell a broad array of Investment and Insurance products to bank customers. The successful candidate will meet with cu...
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
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
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
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
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...
Citizens Financial Group, Inc. Plymouth Meeting, PA, 19462
Responsibilities CCO Investment Services Inc. is honored to be a leading provider in the investment services industry and is focused on growing our market share in the states we currently operate. We are currently hiring talented Financial Consultants who proactively identify and sell a broad array of Investment and Insurance products to bank customers. The successful candidate will meet with cu...

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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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