Investment Consultant

1 month ago


Houston, United States GoMining Full time

GoMining is committed to providing measurable, high-quality mining services. We’re currently seeking a detail-oriented investment consultant to join our team and contribute to our business growth. Our candidate will be responsible for securing qualified leads from within their personal & professional networks, organizing demo meetings with their regional manager, & following up with their pipeline on a regular basis.


Objectives of this role
  • Develop sales qualified leads
  • Assess clients’ financial standing to determine investment opportunities
  • Foster positive, long-term working relationships with clients
  • Stay up to date with current conference events and business trends
  • Expand current client base
Responsibilities
  • Manage client pipeline and carefully track each of their financial goals
  • Collaborate with OTC sales team, regional managers, & existing partners
  • Optional travel to relevant industry conferences
Skills and qualifications
  • Excellent verbal and written communication skills
  • Strong understanding of GoMining value proposition
  • Knowledge of current economic trends & alternative investment categories
  • Interpersonal skills when networking with clients
  • Ability to facilitate data analysis and risk assessment
Preferred qualifications
  • Proven work experience in private equity, venture cap, financial sectors
  • Sharp attention to detail
  • Mathematic & analytical skills
  • Clear understanding of business processes
  • Familiarity with leading clients through investment opportunities


Should your application be accepted, we will send you an email with more information regarding our company & the role. Only those whose applications meet our criteria will be contacted. Thank you.



  • Investment Consultant

    1 month ago


    houston, United States GoMining Full time

    GoMining is committed to providing measurable, high-quality mining services. We’re currently seeking a detail-oriented investment consultant to join our team and contribute to our business growth. Our candidate will be responsible for securing qualified leads from within their personal & professional networks, organizing demo meetings with their regional...


  • Houston, United States Fidelity Investments Full time

    Job Description: With your extraordinary knowledge and incomparable integrity, we know that clients invest their trust in you. Join a team that also invests in you with key product and service offerings, sophisticated technology and a premier investment platform. Here, you will build long-term, dedicated relationships with customers by bringing them peace...


  • Houston, TX, United States Fidelity Investments Full time

    Job Description: With your extraordinary knowledge and incomparable integrity, we know that clients invest their trust in you. Join a team that also invests in you with key product and service offerings, sophisticated technology and a premier investment platform. Here, you will build long-term, dedicated relationships with customers by bringing them peace...


  • Houston, TX, United States Fidelity Investments Full time

    Join a team that also invests in you with key product and service offerings, sophisticated technology and a premier investment platform. Here, you will build long-term, dedicated relationships with customers by bringing them peace of mind as you guide them through wealth management and retirement planning strategies Series 65 and/or 66 and state...


  • Houston, Texas, United States Tenfold Search & Advisory Full time

    Tenfold Search & Advisory is partnering with a leading infrastructure and energy-focused private equity firm to find a highly skilled professional. This firm has recently completed several transformative acquisitions, including two landmark deals surpassing $1 billion. Known for consistently delivering stable returns, even during economic uncertainty, they...


  • Houston, Texas, United States RES Consultant Group Full time

    Job SummaryWe are seeking a highly skilled Senior Accountant/Auditor to join our dedicated team at RES Consultant Group. The ideal candidate will have a strong background in auditing, accounting, and analytical skills, with a minimum of 3 years' public firm experience and a CPA license or equivalent.The successful candidate will be responsible for completing...


  • Houston, Texas, United States Aramco Services Company Full time

    Job Title: Senior Investment DirectorJob Summary:Aramco Services Company is seeking a highly experienced Senior Investment Director to join our Corporate Venture Capital team. As a key member of our investment team, you will be responsible for identifying, evaluating, and executing investments in start-ups and high-growth companies that align with our...


  • Houston, United States Selby Jennings Full time

    Job DescriptionJob DescriptionTitle: Investment Banking Senior AnalystCompany Summary: We are currently partnered with a leading middle market Investment Bank looking to add an experienced Investment Banking Senior Analyst to their growing team. This Analyst will have the opportunity to join a team with some of the best and most influential bankers, gaining...


  • Houston, United States Talisman Corporation Full time

    Job Title: Investment Banking Analyst, Energy & InfrastructureLocation: Houston, TXJob Type: Full-timeComp: $100-120K Base + target 100% Bonus + Health/Vision/Dental About the Role:Our client is a prestigious Investment Bank, experiencing their highest-billing year on record. The Energy and Infrastructure team is seeking a motivated Investment Banking...


  • Houston, Texas, United States PNC Financial Services Group Full time

    Job DescriptionAs a Financial Advisor at PNC, you will be responsible for providing personalized financial planning and investment advice to clients. This includes consulting on investment and insurance strategies, developing financial plans, and growing and retaining a book of business.Key ResponsibilitiesConsult with clients to understand their financial...


  • Houston, United States talisman Full time

    Job Title: Investment Banking Analyst, Energy & InfrastructureLocation: Houston, TXJob Type: Full-timeComp: $100-120K Base + target 100% Bonus + Health/Vision/Dental About the Role:Our client is a prestigious Investment Bank, experiencing their highest-billing year on record. The Energy and Infrastructure team is seeking a motivated Investment Banking...


  • houston, United States talisman Full time

    Job Title: Investment Banking Analyst, Energy & InfrastructureLocation: Houston, TXJob Type: Full-timeComp: $100-120K Base + target 100% Bonus + Health/Vision/Dental About the Role:Our client is a prestigious Investment Bank, experiencing their highest-billing year on record. The Energy and Infrastructure team is seeking a motivated Investment Banking...


  • Houston, United States Innovapptive Inc Full time

    Location: Houston, TX or Remote USA Travel Percentage: 60% Domestic & International Employment Type: Full-Time; Salaried Reports To: EVP of Digital Transformation Compensation: Base Salary, Bonus, Stock Options, 401k, Medical, etc. Job Description About Us Innovapptive is a global leader for industrial connected worker solutions that brings front-line...


  • Houston, United States Innovapptive Inc Full time

    Location: Houston, TX or Remote USATravel Percentage:60% Domestic & InternationalEmployment Type:Full-Time; SalariedReports To:EVP of Digital TransformationCompensation:Base Salary, Bonus, Stock Options, 401k, Medical, etc.Job DescriptionAbout UsInnovapptive is a global leader for industrial connected worker solutions that brings front-line workers,...


  • Houston, United States Innovapptive Inc Full time

    Location: Houston, TX or Remote USATravel Percentage:60% Domestic & InternationalEmployment Type:Full-Time; SalariedReports To:EVP of Digital TransformationCompensation:Base Salary, Bonus, Stock Options, 401k, Medical, etc.Job DescriptionAbout UsInnovapptive is a global leader for industrial connected worker solutions that brings front-line workers,...


  • Houston, United States Innovapptive Inc Full time

    Location: Houston, TX or Remote USATravel Percentage:60% Domestic & InternationalEmployment Type:Full-Time; SalariedReports To:EVP of Digital TransformationCompensation:Base Salary, Bonus, Stock Options, 401k, Medical, etc.Job DescriptionAbout UsInnovapptive is a global leader for industrial connected worker solutions that brings front-line workers,...

  • Management Consultant

    3 weeks ago


    houston, United States The Lab Consulting Full time

    We are a mid-sized Management Consulting, Automation, and Data/Process Science firm, established in 1993, serving Fortune 1000 companies throughout North America. We have developed a unique, template-based and data-centric approach to our client projects, which are conducted mostly off-site from our Houston office. The Lab is proud to announce we have...

  • Management Consultant

    2 weeks ago


    houston, United States The Lab Consulting Full time

    We are a mid-sized Management Consulting, Automation, and Data/Process Science firm, established in 1993, serving Fortune 1000 companies throughout North America. We have developed a unique, template-based and data-centric approach to our client projects, which are conducted mostly off-site from our Houston office. The Lab is proud to announce we have...

  • Management Consultant

    6 months ago


    Houston, United States The Lab Consulting Full time

    We are a mid-sized Management Consulting, Automation, and Data/Process Science firm, established in 1993, serving Fortune 1000 companies throughout North America. We have developed a unique, template-based and data-centric approach to our client projects, which are conducted mostly off-site from our Houston office. The Lab is proud to announce we have...

  • Senior Tax Consultant

    4 weeks ago


    Houston, Texas, United States JLL Full time

    Senior Property Tax ConsultantWe are seeking a highly skilled Senior Property Tax Consultant to join our team at JLL. As a key member of our Property Tax practice, you will be responsible for engaging in business development to build your book of business and generate revenue for the practice.This includes researching and analyzing market assessment data and...