Current jobs related to Investment Consultant - New York City - Charles Schwab
-
Investment Consultant
3 weeks ago
New York, New York, United States Cetera Investment Services LLC Full timePosition OverviewThe Financial Advisor plays a crucial role in delivering comprehensive financial strategies and investment solutions tailored to meet the diverse needs of both individual and business clients. This role involves evaluating clients' investment portfolios and financial goals, offering expert guidance to help them achieve their financial...
-
Investment Consultant
2 months ago
New York, New York, United States Cetera Investment Services LLC Full timePosition OverviewThe Financial Advisor plays a crucial role in delivering financial strategies, investment guidance, and planning services tailored to meet the diverse needs of both individual and business clients. This position involves evaluating clients' investment portfolios and financial goals, offering expert advice to help them achieve their financial...
-
Investment Analyst
1 month ago
New York, New York, United States Capricorn Investment Group Full timeJob Title: Investment AnalystCapricorn Investment Group is seeking a highly motivated and detail-oriented Investment Analyst to join our team. As an Investment Analyst, you will play a critical role in supporting the firm's investment strategy and portfolio management process.Key Responsibilities:Support portfolio management through market, performance, and...
-
Investment Consultant
4 days ago
New York, New York, United States Calamos Asset Management Full timeInvestment Consultant RoleThe Investment Consultant will play a critical role in expanding Calamos' footprint in the rapidly growing RIA segment. This role will be utilizing proactive telephone calls, thoughtful email campaigns, and strategic thinking to support their Investment Consultants (external wholesalers) and drive results for their territory.Key...
-
Investment Accounting Consultant
1 week ago
New York, New York, United States MassMutual Full timepbThe Opportunity/b/ppAt MassMutual, we are seeking a highly skilled Investment Accounting Consultant to join our team in the Controllers Organization of Corporate Finance. As a key contributor, you will play a vital role in managing and executing investment accounting and analysis, including oversight of financial reporting outcomes of all MassMutual...
-
Investment Consultant Relations Specialist
5 days ago
New York, New York, United States Adams Street Partners Full timeJob SummaryAdams Street Partners is seeking a highly skilled and motivated individual to join our team as an Analyst or Associate, Consultant Relations. This role will play a critical part in supporting our relationship management and servicing efforts with existing investment consultant relationships in the US.Key ResponsibilitiesDevelop and maintain...
-
Investment Consultant Relations Specialist
1 week ago
New York, New York, United States Adams Street Partners Full timeJob Title: Analyst or Associate, Consultant RelationsAdams Street Partners is a global private markets investment manager with $60 billion in assets under management. We are 100% employee-owned, fostering a unique culture of collaboration, intellectual rigor, and a commitment to professional development.About the RoleWe are seeking a highly motivated and...
-
Investment Consultant Relations Specialist
2 weeks ago
New York, New York, United States Adams Street Partners Full timeJob Title: Analyst or Associate, Consultant RelationsAdams Street Partners is a global private markets investment manager with $60 billion in assets under management. Our unique culture of collaboration, intellectual rigor, and commitment to professional development fosters a positive and inclusive work environment.About the RoleWe are seeking a highly...
-
Venture Investment Consultant
1 month ago
New York, New York, United States Alumni Ventures Full timeJob Title: Venture Consultant, Investing TeamsAbout Alumni VenturesAlumni Ventures is a pioneering venture capital firm that is revolutionizing the way individuals can invest in startups. With a portfolio of over 1,400 venture-backed companies and a community of 750,000+ members and subscribers across all its funds, we are a leading player in the venture...
-
Investment Solutions Associate
3 weeks ago
New York, New York, United States Asian Infrastructure Investment Bank Full timeJob Title: Investment Solutions AssociateAsian Infrastructure Investment Bank (AIIB) is seeking a highly skilled Investment Solutions Associate to support the Manager - Investment Operations Solutions in delivering the business plan, as assigned by the Director General, STF.Responsibilities:Conduct thorough research and analysis of key infrastructure...
-
Healthcare Impact Investment Professional
5 days ago
New York, New York, United States Global Health Investment Corporation Full timeGlobal Health Investment Corporation is a pioneering health impact venture firm focused on investing in transformational technologies and products that will enable a healthier world and safer future for all.We are seeking an Associate to join our investment team in New York City, where you will source, evaluate, and execute investment opportunities in...
-
Investment Solutions Associate
1 week ago
New York, New York, United States Asian Infrastructure Investment Bank Full timeJob SummaryThe Asian Infrastructure Investment Bank (AIIB) is seeking a highly skilled Investment Solutions Associate to support the Manager - Investment Operations Solutions in delivering the business plan, as assigned by the Director General, STF.Key Responsibilities Identify sources and conduct literature reviews to acquire, compile, organize, and manage...
-
Investment Solutions Associate
2 weeks ago
New York, New York, United States Asian Infrastructure Investment Bank Full timeJob Title: Investment Solutions AssociateAsian Infrastructure Investment Bank (AIIB) is seeking a highly skilled Investment Solutions Associate to join our team. As a key member of our Sectors, Themes and Finance Solutions (STF) Department, you will play a critical role in driving the development of technical excellence and expansion of financing knowledge...
-
New York, New York, United States New York Life Insurance Company Full timeInvestment Consultant Relations DirectorJoin New York Life Investments, a leading multi-boutique asset management business, as an Investment Consultant Relations Director. This role will focus on developing and maintaining strong partnerships with the investment consultant community, driving product advocacy and utilization, and understanding consultant...
-
Investment Banking Analyst
1 week ago
New York, New York, United States Crédit Agricole Corporate and Investment Bank Full timeJob Title: Investment Banking AnalystWe are seeking a highly skilled Investment Banking Analyst to join our team at Crédit Agricole Corporate and Investment Bank. As an Investment Banking Analyst, you will be responsible for supporting the origination and execution of Mergers & Acquisitions and Equity Capital Markets transactions.Key...
-
Sustainability and Energy Investment Analyst
2 weeks ago
New York, New York, United States HPS Investment Partners, LLC Full timeJob DescriptionHPS Investment Partners, LLC is a leading global investment firm that seeks to provide creative capital solutions and generate attractive risk-adjusted returns for our clients. We manage various strategies across the capital structure, including privately negotiated senior debt; privately negotiated junior capital solutions in debt, preferred...
-
Investment Consultant
5 days ago
New York, New York, United States Calamos Asset Management Full timeJob Summary:As an Investment Consultant - RIA at Calamos Asset Management, you will play a critical role in expanding our footprint in the rapidly growing RIA segment. This role will involve utilizing proactive telephone calls, thoughtful email campaigns, and strategic thinking to support our Investment Consultants (external wholesalers) and drive results...
-
Investment Banking Analyst
4 weeks ago
New York, New York, United States Crédit Agricole Corporate and Investment Bank Full timeJob Opportunity at Crédit Agricole Corporate and Investment BankWe are seeking a highly skilled and motivated individual to join our team as an Investment Analyst. As a key member of our origination and execution team, you will be responsible for working on Mergers & Acquisitions and Equity Capital Markets transactions.Key Responsibilities:Develop and...
-
Investment Solutions Associate
4 weeks ago
New York, United States Asian Infrastructure Investment Bank Full timeInvestment Solutions Associate The Asian Infrastructure Investment Bank (AIIB) is a multilateral development bank whose mission is Financing Infrastructure for Tomorrow in Asia and beyond-infrastructure with sustainability at its core. We began operations in Beijing in 2016 and have since grown to 110 approved members worldwide. We are capitalized at USD100...
-
Investment Consultant
1 month ago
Johnson City, Tennessee, United States Fidelity TalentSource LLC Full timeJob Overview:Fidelity Investments is a leading financial services company that empowers individuals and institutions to achieve their financial goals. As an Investment Consultant, you will play a critical role in helping clients make informed investment decisions that align with their values and objectives.The Role:You will work closely with clients to...
Investment Consultant
2 months ago
At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together.
Our branch network is part of the broader Investor Services organization and is primarily responsible for providing advice and counsel to individuals and families with their financial needs, including retirement planning, educational planning, investment management, estate planning, active investing, managed banking, and lending needs.
This position is part of the Branch Network which is primarily responsible for providing Wealth Management to individuals and families to meet their financial needs. In partnership with the Sr. Financial Consultant (FC), the Financial Consultant Partner will support the growth and management of an affluent wealth management practice. This includes servicing clients, growing client relationships, and delivering advice with the practice clients of the Sr. Financial Consultant. The Financial Consultant Partner will help grow the practice by partnering with their Sr. FC to pursue business development opportunities.
As an Investment Consultant at Charles Schwab, you will operate in a team-based model partnered with one to three Sr. Financial Consultants. In a team-based model, tasks can be completed as advised by your Sr. Financial Consultant(s), in partnership with, or independently with check-ins:
Provide direct, dedicated support for Sr. Financial Consultant(s) and their practice clients. Work with existing practice clients via inbound, proactive and follow-up phone calls, and email as well as face to face interactions. Deepen new and existing client relationships by proactively and reactively uncovering additional business development opportunities and in partnership with your Sr. Financial Consultant(s) to close the business. Provide advice to include suitability, recommendations, and planning for practice clients in partnership with your Sr. Financial Consultant(s). Build, refresh, and deliver financial plans for practice clients in partnership with your Sr. Financial Consultant(s). Update and compile client information through Schwab's internal customer relationship management (CRM) tool. Identify leads and proactively generate ideas to connect with clients and prospects. Set and prepare for appointments, e.g., review planning status, life events, suitability updates. Lead and perform activities in preparation for, and following, client appointments with designated Sr. Financial Consultant(s). Manage local event administration including venue identification, scheduling, contract negotiation, invitation creation, attendance confirmation, development of client presentations, and follow-up post-event with clients and prospects. Support the business development and relationship building activities of the Sr. Financial Consultant(s) by following up on referrals and engaging with prospective clients. Bring to bear key business partners (Partner Support & Pinnacle) to resolve, research, and respond to client inquiries and issues as well as ensure operational tasks are completed. Partner with Sr. Financial Consultant(s) to ensure we are providing an exceptional experience for clients ultimately improving client promoter score for the branch. Participate in or conduct the initial client on-boarding process. Assist Sr. Financial Consultant(s) with client segmentation and client engagement blue prints; use Connect mailings, branch workshops, as well as regional/national events.
To learn more about our client offerings visit: .
What you have
We place a premium on high performance, quality service and the ability to execute the Schwab strategy. Essential skills include:
Bachelor's degree or equivalent work-related experience A valid and active Series 7 license required A valid and active Series 66 (63/65) license required (may be obtained within a 120 day condition of employment) A valid and active Life and Health Insurance license is required (may be obtained within a 120 day condition of employment) Certified Financial Planner (CFP) certification is preferred Minimum of two years of experience in the financial services industry (required) Financial business development experience (highly preferred) Knowledge of brokerage/banking products and services Strong client relationship building experience
Pursuant to SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the NMLS registry system and remain in good standing. You will be required to register and to submit to the required SAFE Act background check and registration process
What's in it for you
At Schwab, we're committed to empowering our employees' personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you'll get the tools you need to make a positive difference in the finance industry. Our approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.
We offer a competitive that takes care of the whole you - both today and in the future:
401(k) with company match and Employee stock purchase plan Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions Paid parental leave and family building benefits Tuition reimbursement Health, dental, and vision insurance
