Investment Consultant Jobs in White Plains, New York
62 White Plains, NY Investment Consultant jobs found on Monster.Jobs 1 to 20 of 62
About Aon Aon plc (NYSE:AON) is the leading global provider of risk management, insurance and reinsurance brokerage, and human resources solutions and outsourcing services. Through its more than 66,000 colleagues worldwide, Aon unites to empower results for clients in over 120 countries via innovative and effective risk and people solutions and through industry-leading global resources and techni...
THINKING OF CHANGING CAREERS? We are expanding and looking for people to train as investment counselors. Investment Counselors meet with prospective clients before they invest. It is critical they get to know a client’s needs, objectives and their risk tolerance. We carefully structure our investors’ portfolios using investments, some of which are proprietary, based on real value and frequently p...
Scottrade Stamford, CT, 06901
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...
Bright Horizons L.P Purchase, NY
Program Manager Investment Solutions Job Number:: 3035274 Posting Date: Nov 10, 2014 Primary Location: Americas-United States of America-New York-Purchase Job: Wealth Management Employment Type: Full Time Job Level: Vice President Description The Investment Products and Services business division houses the key Wealth Management product/ service offerings ranging from Capital Markets, Advi...
Morgan Stanley Purchase, NY, 10577
The Investment Products and Services business division houses the key Wealth Management product/ service offerings ranging from Capital Markets, Advisory, Investment Solutions and Research. Investment Platforms is a group within the Wealth Management operating office division tasked with transforming the product platform for maximum business benefit. The Program Manager for the Investment Solution...
Deloitte & Touche L.L.P. Stamford, CT, 06901
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...
Summary Immediate need for Junior Tax Operations Consultant to work on a project with one of our leading Investment Banking clients in Weehawken, NJ. The project will sit within the Tax Operations group but will interact with other areas of the business. Candidates will be required to have a strong interest in the Financial Services inustry and have basic knowledge of Tax, Accounting, Finance, or...
We are in need of a Stamford, CT based Accounting Consultant to work with our large client concentration in the CT area. Responsibilities · Satisfy clients needs for staff augmentation in the fund accounting, corporate accounting and internal audit functions · Perform business process analysis, policies and procedures documentation and review, process design and improvements · Assist in audit ...
The mission of our client is to be the world's premier consumer products' company focused on convenient foods and beverages. They seek to provide opportunities for growth and enrichment to our employees, our business partners and the communities in which they operate. And in everything they do, they strive for honesty, fairness and integrity. Job Description Our Client's HR professionals play an...
RESPONSIBILITIES: Our Stamford, CT client is seeking a Web Strategist to serve as web strategy business consultant and program lead, working with the business teams to define and execute high visibility digital optimization initiatives globally, balancing both business strategies, and needs of financial intermediaries consultants, analysts, other account gatekeepers) and company sales teams. Mor...
E Trade Financial Corp Scarsdale, NY
Detailed Description E*TRADE Financial Corporation, the online investing & trading pioneer, with 4.7 million total accounts and over $265 billion in customer assets, is continuing to reinvent the online trading industry. Our unique culture of innovation creates an environment where you will be continually learning and challenged to develop your career. SUMMARY Financial Consultants focus on bui...
E*TRADE Scarsdale, NY, 10583
Detailed Description E*TRADE Financial Corporation, the online investing & trading pioneer, with 4.7 million total accounts and over $265 billion in customer assets, is continuing to reinvent the online trading industry. Our unique culture of innovation creates an environment where you will be continually learning and challenged to develop your career. SUMMARY Financial Consultants focus on buil...
Our client is looking for us to build teams for their investment sales business unit in Scarsdale, NY. 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 to b...
Charles Schwab Corporation Stamford, CT, 06901
Job ID: 0623-18243 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 ...
Convergex Stamford, CT, 06901
Eze Software Group (Eze Software) is seeking a Business Consultant to join the Eze OMS Consulting team in its Stamford office. The Eze OMS™, Eze Software Group’s award-winning order management system (OMS), has been a market leader since its launch in 1995. It is used by over 500 investment managers to streamline their investment process. The Eze OMS provides the functionality to support Portfolio...
The mission of our client is to be the world's premier consumer products' company focused on convenient foods and beverages. They seek to provide opportunities for growth and enrichment to our employees, our business partners and the communities in which they operate. And in everything they do, they strive for honesty, fairness and integrity. Responsibilities Engineering and technical support du...
The New York Experis Finance office is seeking local, highly qualified Financial Service Internal Audit professionals for upcoming projects with our clients. Whether youre looking for something new today or in the future, wed love to hear from you. Consultants at Experis are the driving force for our success. Our consultants bring a wealth, and depth of knowledge to our various service offerings,...
Our fast-growing client in Stamford, CT has a new position for a full-time IT Analyst to help implement and support new commodities trading and related financial systems. We seek someone with a desire to support business users in the use of specialized applications, and someone who's had some experience in the commodities business, who understands the business and business processes, ideally a ye...
AXA Advisors is a leader in helping individuals and businesses address their financial goals through financial strategies, investment services and risk management. We have more than 50 branches across the country employing approximately 5,000 financial professionals. AXA Advisors is an equal opportunity employer committed to a workplace that is diverse, inclusive and merit-based. We’re looking fo...
IRI worldwide White Plains, NY, 10601
Responsibilities: The Analytics Principal will report directly to the Analytics Executive and will have responsibilities across Analytics, Consulting, and Innovation. He/She will be responsible for driving profitable account revenue and generating measurable client value. The Principal will work with a high performance cross functional team to leverage the full suite of IRI analytics tools to ide...
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Education Career Tools
$27,040.00 - $131,100.00
Typical Salary for Investment Specialist in White Plains
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
Provides financial services by serving as primary point of contact for clients; coordinating development and delivery of services among service team members; providing information to clients' other advisors, such as, attorneys and accountants; issuing and reviewing documents; completing account set-up and settlements.
Develops relationship plans by evaluating clients' financial situation, objectives, requirements, and preferences; recommending and selecting service options; obtaining acceptance.
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