Investment Consultant Jobs in Woodland Hills, California
14 Woodland Hills, CA Investment Consultant jobs found on Monster.Jobs 1 to 14 of 14
Join a Winning Team at Ventura County Credit Union! Established as a primary financial institution in Ventura County for over 60 years, Ventura County Credit Union is a financially strong and growing organization. As the largest credit union headquartered in Ventura County, VCCU has offices in Ventura, Oxnard, Camarillo, Thousand Oaks, and Simi Valley. At VCCU, we are committed to excellent member...
Sales Consultant to Deliver Leading Wealth Management Solution! Job Label:ASMK-SlsConSoCal Creative and strategic professionals with finance industry experience will find significant opportunity to achieve recognition and reap the rewards of their efforts as a Sales Consultant for Assetmark, Inc. Your driven and self-starting personality will be a seamless fit in our empowering environment as you...
Advanced Regulatory Compliance, Inc. is a leading nationally recognized compliance consulting firm serving the regulatory needs of premier investment advisory firms. We are looking for an investment adviser compliance consultant to help serve the needs of our clients by providing regulatory advice, drafting documents and conducting audits. The ideal candidate would have some industry experience, w...
Who We Are TicketMob is the premier ticketing and venue management platform. Our forward-thinking entertainment technology company builds progressive tools to help venues, artists and promoters better manage their operations, sell more tickets and know their customers. Position Description Are you an experienced technical product implementation specialist looking to make a significant impact in th...
The Senior Product Consultant is responsible for managing the implementation projects required to install, configure and launch TicketMob online ticket sales, box office management products and services and point-of-entry management, towards successful on time project completion within established budgets. These phased projects may include requirements gathering, client consultation, evaluation an...
Location: Burbank, CA Full Time: 40 hours Department: Brokerage & Insurance Services Job Description The Financial Consultant is responsible for achieving stated monthly sales goals by meeting with clients and potential clients to identify financial needs and offer the appropriate investment products offered through LFCU Brokerage & Insurance Services and processes operational paperwork in a timel...
GENERAL SUMMARY: The Mortgage Loan Consultant is responsible for promoting the products and services of the Credit Union in a positive manner; increasing homeownership among credit union members as well as solicit non-members; and providing professional and timely response for the sale of first mortgage lien loan products to the membership and broker community. Required Skills: ESSENTIAL DUTIES AN...
Average will earn $50K, Excellent will earn $250K. Please read this entire ad very thoroughly before you apply. Please do not even apply unless you are an outstanding Salesperson. You must be highly motivated to succeed, be extremely client oriented, self-driven and never give up. You can develop deep and meaningful rapport with people, and communicate with piercing persuasiveness. You want to dev...
Since 1928, people have been trusting Farmers to provide them with the coverage they want so they can have the peace of mind that comes from knowing that their futures and their families are covered against risk. Farmers Insurance Group of Companies ®includes the country's third-largest Personal Lines Property and Casualty insurance group. We currently operate in 29 states with assets over $20 bil...
Position Summary: ·Working closely with the Senior Leadership Team, this key leader will be responsible for leading ITT Control Technologies' strategic planning and portfolio planning processes. These activities will be broadly defined and include the following major responsibilities: Leads the strategic planning and processes used throughout the organization. Develops and directs portfolio planni...
Financial Services Professional Location: Los Angeles, CA Type: Full Time Min. Experience: Entry Level Introduction: New York Life is currently seeking self-motivated, driven individuals with a passion for making a positive impact on peoples’ lives. As a Financial Services Professional (Agent) you will have the freedom to build your network of insurance clients and business associates who are look...
The Company Consol Partners are currently looking for a Senior Drupal Developer to work for our client, a start up company based in Los Angeles. The client has had a number of very successful rounds of investment which are going to be seeing them expanding in the coming months. The Role As a key member of the development team you'll work closely with the VP of Technology, you'll be an expert consu...
The Natural Resources Defense Council (NRDC) is the nation's most effective environmental action organization. We use law, science and the support of 1.3 million members and online activists to protect the planet's wildlife and wild places and to ensure a safe and healthy environment for all living things. NRDC was founded in 1970 and our staff helped write some of America's bedrock environmental...
Raytheon is seeking a technical expert in advanced Air-to-Ground Surveillance or Air-to-Air Search and Track radar mode software development. Raytheon has a rich history in the radar business and remains at the forefront of the radar revolution through decades of nonstop innovation. We extend you an opportunity to join us as we create the future of airborne radar. This opportunity is matched to an...
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Answers for Investment Consultant Jobs
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What does an investment consultant do?
I'm doing an investment internship and I really want to impress my manager to increase my chances of being offered a job. What does an investment consultant do and what skills and qualities should I k...
Consultant with big 4 or IT BA Contractor?
Really confused lately, I have been working as a IT business analyst with top banks in UK as a permanent employee (earning around 50K). I started looking out sometime back and now have got two jobs on...
What is investment consulting and retirement consulting?
Could someone describe the jobs / day-to-day activities of what invesment and retirement consultants do? Or anything interesting about it. I am applying for an internship with Mercer in these two divi...
What r various the types of consultant jobs available?
I am interested in consultation and want to pursue it seriuosly.but i want to know what r the various consultant jobs available in todays job market and what is the type of work.please give me details...
Education Career Tools
$27,040.00 - $131,100.00
Typical Salary for Investment Specialist in Woodland Hills
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
Develops new business by contacting potential clients; explaining service benefits; preparing and closing contracts; presenting new products to existing clients.
Interviews clients to determine clients' assets, liabilities, cash flow, insurance coverage, tax status, and financial objectives.
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