Current jobs related to Financial Consultant/Investment Manager - Santa Clara - Grassi Investment Management
-
Financial Consultant
2 weeks ago
Santa Monica, California, United States Madison Professional Group- Financial Advisory Recruiters Full timeFinancial Consultant OpportunityMadison Professional Group- Financial Advisory Recruiters is seeking a highly skilled Financial Consultant to join their team. As a Financial Consultant, you will be responsible for building relationships with clients to help them navigate the retirement planning process by implementing solutions and strategies.Key...
-
Investment Portfolio Manager
2 weeks ago
Santa Fe, New Mexico, United States Thornburg Investment Full timeJob Title: Investment Portfolio ManagerThornburg Investment is seeking a highly skilled Investment Portfolio Manager to join our team. As a key member of our distribution and portfolio specialist team, you will be responsible for ensuring high-quality engagement with clients and prospects.Communicate with clients to understand their investment objectives and...
-
Financial Advisor
2 weeks ago
Santa Clara, United States Grassi Investment Management Full timeGrassi Investment Management, a leading top wealth management firm in the Silicon Valley with over 1B in AUM, is looking for a Financial Advisor with strong marketing and sales experience. Our ideal candidate would be from a large Wall Street firm looking to bring their expertise and knowledge to our boutique firm. Candidates must be personable, efficient,...
-
Financial Advisor
3 weeks ago
Santa Clara, United States Grassi Investment Management Full timeGrassi Investment Management, a leading top wealth management firm in the Silicon Valley with over 1B in AUM, is looking for a Financial Advisor with strong marketing and sales experience. Our ideal candidate would be from a large Wall Street firm looking to bring their expertise and knowledge to our boutique firm. Candidates must be personable, efficient,...
-
Financial Advisor
2 weeks ago
santa clara, United States Grassi Investment Management Full timeGrassi Investment Management, a leading top wealth management firm in the Silicon Valley with over 1B in AUM, is looking for a Financial Advisor with strong marketing and sales experience. Our ideal candidate would be from a large Wall Street firm looking to bring their expertise and knowledge to our boutique firm. Candidates must be personable, efficient,...
-
Financial Consultant
4 weeks ago
Santa Monica, California, United States Madison Professional Group- Financial Advisory Recruiters Full timeUnlock Your Potential as a Licensed Financial ConsultantMadison Professional Group- Financial Advisory Recruiters is seeking a highly skilled Licensed Financial Consultant to join our team. As a national leader in the broker-dealer space, we offer a world-class environment and exceptional work opportunities.In this role, you will be responsible for building...
-
Financial Services Professional
2 weeks ago
Santa Clara, California, United States Grassi Investment Management Full timeJob Title: Financial AdvisorGrassi Investment Management, a leading wealth management firm in the Silicon Valley, is seeking a seasoned Financial Advisor to join our team. The ideal candidate will have a strong background in marketing and sales, with a proven track record of building and maintaining relationships with high-net-worth individuals and...
-
Licensed Financial Consultant
3 weeks ago
Santa Monica, United States Madison Professional Group- Financial Advisory Recruiters Full timeOur client is a national leader in the broker-dealer space, known for their investment in employees and exceptional work environment. They have received numerous awards for employee satisfaction and are recognized as one of the best broker-dealers in the industry. They are seeking a Licensed Financial Consultants to join their branches in the following...
-
Licensed Financial Consultant
1 month ago
Santa Monica, United States Madison Professional Group- Financial Advisory Recruiters Full timeOur client is a national leader in the broker-dealer space, known for their investment in employees and exceptional work environment. They have received numerous awards for employee satisfaction and are recognized as one of the best broker-dealers in the industry. They are seeking a Licensed Financial Consultants to join their branches in the following...
-
Licensed Financial Consultant
4 weeks ago
santa monica, United States Madison Professional Group- Financial Advisory Recruiters Full timeOur client is a national leader in the broker-dealer space, known for their investment in employees and exceptional work environment. They have received numerous awards for employee satisfaction and are recognized as one of the best broker-dealers in the industry. They are seeking a Licensed Financial Consultants to join their branches in the following...
-
Financial Services Professional
2 weeks ago
Santa Clara, California, United States Priority Financial Group Full timeJob Title: Financial AdvisorPriority Financial Group is seeking a highly skilled and motivated Financial Advisor to join our team. As a Financial Advisor, you will play a critical role in helping our clients achieve their financial goals by providing expert advice on investment, insurance, and estate planning.Key Responsibilities:Conduct comprehensive...
-
Financial Services Professional
2 weeks ago
Santa Clara, California, United States Priority Financial Group Full timeJob Title: Financial AdvisorPriority Financial Group is seeking a highly skilled and motivated Financial Advisor to join our team. As a Financial Advisor, you will play a critical role in helping our clients achieve their financial goals by providing expert advice on investment, insurance, and estate planning.Key Responsibilities:Conduct comprehensive...
-
Financial Consultant
2 weeks ago
Santa Barbara, California, United States Fidelity TalentSource LLC Full timeJob SummaryWe are seeking a highly skilled Financial Consultant to join our team at Fidelity Investments. As a Financial Consultant, you will be responsible for providing personalized financial planning and investment advice to our clients. You will work closely with our clients to understand their financial goals and develop tailored investment strategies...
-
Portfolio Manager
2 weeks ago
Santa Fe, New Mexico, United States Thornburg Investment Full timeAbout Thornburg InvestmentThornburg Investment is a global investment firm dedicated to delivering exceptional results for institutions, financial professionals, and investors worldwide. With a rich history dating back to 1982, we have established ourselves as a trusted partner in the investment management industry.Job Title: Client Portfolio ManagerThe...
-
Financial Planning Specialist
1 week ago
Santa Clara, California, United States Priority Financial Group Full timeFinancial Advisor Job DescriptionPriority Financial Group is seeking a high-quality, driven, and energetic Financial Advisor to work with one of our top credit union partners.The role of the Financial Advisor is to enhance member and client relationships by providing holistic, planning advice through the sale of Investment, Insurance, and Estate Planning...
-
Financial Consultant
4 weeks ago
Santa Barbara, California, United States Fidelity TalentSource LLC Full timeAbout the RoleWe are seeking a highly skilled Financial Consultant to join our team at Fidelity Investments. As a Financial Consultant, you will play a critical role in helping our clients achieve their financial goals by providing personalized investment planning and guidance.Key ResponsibilitiesBuild and maintain strong relationships with clients to...
-
Portfolio Manager
2 weeks ago
Santa Fe, New Mexico, United States Thornburg Investment Full timeAbout the RoleThornburg Investment is seeking a highly skilled Client Portfolio Manager to join our team. As a key member of our distribution and portfolio specialist team, you will be responsible for delivering exceptional client service and building strong relationships with our clients and prospects.Key ResponsibilitiesCommunicate with clients to...
-
Financial Consultant
2 weeks ago
Santa Rosa, California, United States Meron Financial Agency Full timeUnlock Your Earning PotentialMeron Financial Agency is a leading firm committed to empowering individuals and businesses to achieve their financial goals. As a Financial Consultant, you will play a crucial role in helping our clients succeed while enjoying a work-life balance.We are seeking passionate and driven individuals who want to make a meaningful...
-
Client Portfolio Manager
2 weeks ago
Santa Fe, New Mexico, United States Thornburg Investment Full timeJob Title: Client Portfolio ManagerThornburg Investment is seeking a highly skilled Client Portfolio Manager to join our team. As a key member of our Distribution & Portfolio Specialist team, you will be responsible for delivering exceptional client service and building strong relationships with our most important clients and prospects.Key...
-
Financial Process Consultant
2 weeks ago
Santa Clara, California, United States RGP Full timeJob SummaryWe are seeking a highly skilled Financial Process Consultant to join our team at RGP. As a key member of our team, you will play a pivotal role in assisting clients in a variety of challenging projects and the delivery of effective financial processes and controls that support business objectives and operational needs.Key Responsibilities:Work...
Financial Consultant/Investment Manager
2 months ago
Position Overview
In this position, the Financial Consultant/Investment Manager would work with high-net-worth individuals and families, developing investment management strategies and coordinating with clients. The candidate will also commit a significant allocation of their time to business development activities in order to build a base of new clients.
Job Duties
Manage, retain and grow business relationships with existing clients. Communicate current market strategy and portfolio updates to clients. Act as liaison between clients and portfolio managers. Build and maintain a healthy pipeline of qualified and prospective clients. Lead development and implementation of sales strategy, including identification and targeting new client opportunities. Spearhead new business development initiatives. Actively manage relationships with prospects to achieve higher conversion rates. Responsible for client relationship management. Work with financial intermediaries and spheres of influence to develop a network of referrals.Qualifications/Skills
Bachelor's degree. 3-5 years of investment industry or financial services experience. Experience managing 25-50 million in AUM. High level of expertise in sales, networking, and relationship building. Excellent communication skills--verbal, written, and group presentation. Efficient and excellent time management skills. Articulate and charismatic, interacts well with people at all levels. Highly professional work ethic. CFP a plus.