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1000+ Investment Consultant jobs found on Monster.

Jobs 1 to 20 of 11657
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...
Blackrock Fund Managers Regional, NY
BlackRock iShares Investment Management Consultant /Investment Management Consultant--143602 BlackRock is one of the world’s preeminent asset management firms and a premier provider of global investment management, risk management and advisory services to institutional, intermediary and individual investors around the world. BlackRock offers a range of solutions — from rigorous fundamental and qu...
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...
Bolton Partners Investment Consulting Group, Inc. is seeking an investment consultant with 5-7 years of relevant consulting experience including: Client service interaction, particularly with investment committees; Use of investment consulting software/databases (preferably Morningstar Direct); Asset allocation studies; Demonstrated knowledge of both defined contribution and defined benefit pl...
Position Summary: The primary purpose of this role is to aid financial advisors in navigating and applying the most relevant products & services offerings to specific client situations. Consulting Associates (CA) must demonstrate a high level of product knowledge, professionalism, and attention to detail. The CA is responsible for fielding inbound calls and will provide accurate support regardin...
Job Description Summary The Investment Services Financial Consultant is responsible for offering non-FDIC insured retail investment products from HomeStreet Bank branches. Will advise customers of investment alternatives and recommend specific investments and services based upon customer suitability. Will coach and train HomeStreet retail branch staff on effective customer referral techniques and...
Since our founding in 1955, Federated Investors, Inc. has grown to become one of the nation’s largest investment managers, with assets under management of approximately $352 billion. We have 133 domestic and international equity, fixed income and money market funds, as well as a variety of separately managed account options. We deliver a diversified product line to financial intermediaries to hel...
Career Seminar Thursday, February 5th, 2015 at 6:30pm, Registration is at 6:00 pm. White Plains Office located at 599 West Hartsdale Avenue, White Plains, NY 10607 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, objec...
Career Seminar Thursday, January 29th, 2015 at 6:30pm, Registration is at 6:00 pm. Teaneck Branch Office located at Atrium at Glenpointe, 400 Frank W. Burr Boulevard, Teaneck, NJ 07666 THINKING OF CHANGING CAREERS? Investment Counselors meet with prospective clients before they invest. It is critical they get to know client’s needs, objectives and their risk tolerance. We carefully structure o...
Career Seminar Tuesday, February 10th, 2015 at 6:30 PM, Registration is at 6:00 PM Princeton Branch Office located at 221 Rockingham Row, Princeton Forrestal Village, Princeton, NJ 08540 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 ...
Career Seminar Tuesday, January 27th, 2015 at 6:30pm, Registration is at 6:00 pm. Syosset Branch Office located at 477 Jericho Turnpike, Syosset, NY 11791-9006 THINKING OF CHANGING CAREERS? Investment Counselors meet with prospective clients before they invest. It is critical they get to know client’s needs, objectives and their risk tolerance. We carefully structure our investors’ portfolios ...
Career Seminar Wednesday, January 21th, 2015 at 6:30pm, Registration is at 6:00 pm. Boca Raton Hilton Garden Inn; 8201 Congress Avenue 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 toleranc...
Career Seminar Thursday, February 12th, 2015 at 6:30pm, Registration is at 6:00 pm. Westport Office located at 1221 Post Road East Westport, CT 06880 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 thei...
Our client, a successful Tennessee Bank, is expanding investment services in the Knoxville area and seeking licensed Investment Representatives. Ideal candidate will have Series 7, Series 63 and 65 OR Series 66, AND Tennessee Life & Health licenses. Candidates without current licensure will not be considered. Our client offers a generous commission structure with guaranteed draw, excellent benefit...
JOB DESCRIPTION Family Investment Officer to manage the investment allocation and implementation for high net worth families. This position will operate as an integral part of a team that services ultra high net worth families in the Southeast. KNOWLEDGE/SKILLS Knowledge of investment and portfolio management theory, accounting and financial principles, associated investment strategies and inst...
Technical Support Lead (Level III)- Trading/Investment Banking Job in Charlotte, NC A top financial firm is looking to fill a Technical Support Lead (Level III) job at their Charlotte, NC location. The role is for a Production Support Consultant supporting the Liquidity Risk Technology Applications. The key services provided by the support team are: 1st and 2nd Level Support, Incident/Problem Man...
Trust Investment Portfolio Manager Our Client has an outstanding reputation with over 40 years of history providing excellent client care. They are in growth mode and just acquired two banks in the last year, along with several branches of a larger organization. They have recently been voted as one of the “100 Best Companies to Work for in Texas”. The Trust department is filled with a supportive ...
Marketing Analyst (Financial & Investments) www.myrecruiting.biz, the premier source for finance & accounting recruitment in Texas, Louisiana and the Gulf South, is currently seeking aMarketing Analyst (Financial & Investments)for a direct hire opportunity in downtown Houston, Texas. Our client company has a long term growth plans for this investment firm company and is seeking only the most tale...
Job Description Summary The Investment Services Financial Consultant is responsible for offering non-FDIC insured retail investment products from HomeStreet Bank branches. Will advise customers of investment alternatives and recommend specific investments and services based upon customer suitability. Will coach and train HomeStreet retail branch staff on effective customer referral techniques and...
Job Number: 250595 MS-Access Developer w/SharePoint, Investments Need a senior MS-Access developer, experienced in SharePoint, to add workflows, reporting, and document management components to an investment compliance application focusing on trade error alerts. They will use SharePoint for the basic out-of-the box functionality. However, Access will be used for the more complex functions. For e...

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Education Career Tools

Investment Specialist

Salaries

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