Investment Consultant
1 month ago
Position Type: RegularYour opportunityAt 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. ?As an Investment Consultant (IC) at Schwab, you have the opportunity to learn and grow within our Branch Network at the ground floor. The first foray into the path towards becoming a Financial Consultant (FC) at Schwab, the IC role provides the exposure and experience required to advance in this challenging space. You’ll learn what it takes to build a book of business through proactive, outbound calls to existing Schwab clients, uncovering opportunities through needs-based analysis and positioning appropriate products and solutions. You’ll observe our skilled FCs and learn how to deliver unparalleled value and service through collaboration and mentoring. If you are seeking the first step towards a rich and rewarding career in financial consulting, look no further than Schwab’s Investment Consultant role.What you have?Required Qualifications:A valid and active Series 7 license is required (license may be obtained under a condition of employment through Branch Network Licensing Program)??A valid and active Series 66 (63/65) license required (license(s) may be obtained under a condition of employment)??A valid and active Life and Health Insurance license is required (may be obtained under a condition of employment)?? Preferred Qualifications:2 years of experience in the financial services industryAbility to leverage Business development experiencePassion for gaining knowledge of brokerage/banking products and servicesOpenness to build strong client relationships In addition to the salary range, this role is also eligible for bonus or incentive opportunities.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.We offer a competitive benefits package that takes care of the whole you – both today and in the future:401(k) with company match and Employee stock purchase planPaid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positionsPaid parental leave and family building benefitsTuition reimbursementHealth, dental, and vision insurance
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Finance Investment Consultant
1 week ago
Jersey City, United States Zortech Solutions Full timeJob DescriptionJob DescriptionRole: Finance Investment ConsultantLocation: Jersey City, NJ-HybridDuration: FulltimeJob Description:Experience Level: 8-15 yearsLooking for Senior VP/consultant candidatesStrong profile with a combination of data SME + investment knowledge.Investment actuary with strong data expertise in SQL, Excel, Transformation, Data...
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Investment Consultant
1 week ago
Intercession City, United States Hiring Now! Full timePosition Type: RegularYour opportunityAt Schwab, youre 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. As an Investment Consultant (IC) at Schwab, you have the opportunity to learn and grow within our Branch Network at the...
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Finance Investment Consultant
1 month ago
Jersey City, United States Inizio Partners Corp Full timeJob DescriptionJob DescriptionRole Overview:The person would be working with the Investment team for a major Insurance client. The candidate should have hands-on experience in Actuarial /Financial modeling and a strong understanding of the BFSI and Investment instruments.The person should be able to create/help build a mapping exercise for the investment...
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Investment Consultant
2 days ago
Oklahoma City, United States Fidelity TalentSource LLC Full timeJob Description: Investment ConsultantYou joined the financial services industry to make a difference in the lives of your clients. At Fidelity, we have a relentless commitment to our clients. Come join a firm that is a stable industry leader where we focus on the importance of communicating to connect and not just communicating to transact. We empower...
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Finance Investment Consultant
1 month ago
Jersey City, United States DiPietro Recruiting & Consulting Full timeJob DescriptionJob DescriptionRole Overview:· The person would be working with Investment team for a major Insurance client. The candidate should have hands-on experience in Actuarial /Financial modeling and a strong understanding of the BFSI and Investment instruments.The person should be able to create/help build a mapping exercise for the investment data...
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Investments Analyst
2 weeks ago
Oklahoma City, United States WS Development Full timeOverview The Investments Analyst will be responsible for a variety of investment activities relating to acquisition, asset management and capital markets. This is a highly visible role providing interaction with senior management as well as property focused leasing, development and construction teams. Additional responsibilities involve underwriting and due...
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Investment Banker
2 weeks ago
Culver City, United States Be Wanted Full timeThis is a list of third-party job postings and Be Wanted is not affiliated with any employer. You may be transferred to a third-party website to apply for a specific job or to see more job listings. Learn More Manager Investment Oversight City National Bank Los Angeles,CA Posted: Mar 13th, 2024 Learn More Global Investment Banking Summer Analyst Program -...
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Investment Banker
2 days ago
Salt Lake City, United States NOW CFO Full timeJob Description Job Description Job Title: Investment Banker Company: Now Exit Location: [Various Cities] Type: Commission-Based; 1099 If you're a results-oriented professional with experience in both investment banking and business brokerage, and you're passionate about driving business growth and facilitating successful transactions, we invite you to apply...
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Chief Investment Officer/Senior Advisor
1 month ago
Oklahoma City, United States The Judson Group Full timeJudson Group has been retained by a prominent financial advisory firm in the search for a Chief Investment Officer/Senior Advisor . The CIO/Senior Advisor will primarily be responsible for planning and directing all aspects of the firms’ investment programs. The CIO/Senior Advisor will work closely with the firm’s founder to improve the investment...
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Investment Banker
1 week ago
Salt Lake City, United States Now CFO Full timeJob DescriptionJob DescriptionJob Title: Investment Banker Company: Now ExitLocation: [Various Cities]Type: Commission-Based; 1099If you're a results-oriented professional with experience in both investment banking and business brokerage, and you're passionate about driving business growth and facilitating successful transactions, we invite you to...
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Investment Analyst
2 weeks ago
Jersey City, United States Hello China Full time**Investment analyst (Sponsor H1B, OPT or CPT, Mandarin required)** **Job description** Job Title: Investment analyst (Sponsor H1B, OPT or CPT) **Job Responsibility** 1. Assist in evaluating potential investment opportunities, participating in management meetings of listed companies, writing meeting minutes, etc. 2. Track industry trends, assist in...
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Asset Manager
2 days ago
New York City, United States AXA Investment Managers Full timeJob Purpose Responsible for delivering best-in-class real estate asset management services to maximize property values with regard to AXA REIM's existing and expanding US equity portfolio in accordance with the firm's policies, regulatory requirements and its clients' priorities and objectives. Key Accountabilities Must be capable of independently...
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Utility Investment Planning Project Manager
2 weeks ago
Kansas City, Missouri, United States Burns & McDonnell Full timeDescriptionThe Utility Investment Planning Project manager will utilize extensive knowledge in electrical transmission and distribution systems to develop long-range investment plans for projects supporting electric utilities. The project manager will support a broad range of studies and other consulting services around aging infrastructure, system...
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Utility Investment Planning Project Manager
4 days ago
Kansas City, Missouri, United States Burns & McDonnell Full timeDescriptionThe Utility Investment Planning Project manager will utilize extensive knowledge in electrical transmission and distribution systems to develop long-range investment plans for projects supporting electric utilities. The project manager will support a broad range of studies and other consulting services around aging infrastructure, system...
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Eagle Development Consultant
2 days ago
Jersey City, United States Diverse Lynx Full timeJob Title: Eagle Development Consultant Location: New Jersey/Charlotte/New York - USA Duration: Long Term Contract Job Description: Primarily Eagle development experience with V15 or V17 Production support for applications in Investment management Should have exposure to Oracle performance tuning, IBM MQ, Mongo DB, Setting up of ODBC connections Exposure to...
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Implementation Consultant
1 day ago
Kansas City, United States SS&C Technologies Full timeSS&C is a global provider of investment and financial services and software for the financial services and healthcare industries. Named to Fortune 1000 list as top U.S. company based on revenue, SS&C is headquartered in Windsor, Connecticut and has 20,000+ employees in over 90 offices in 35 countries. Some 18,000 financial services and healthcare...
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Implementation Consultant
1 month ago
Kansas City, United States SS&C Technologies Full timeSS&C is a global provider of investment and financial services and software for the financial services and healthcare industries. Named to Fortune 1000 list as top U.S. company based on revenue, SS&C is headquartered in Windsor, Connecticut and has 20,000+ employees in over 90 offices in 35 countries. Some 18,000 financial services and healthcare...
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Quality Assurance Consultant V
1 month ago
Jersey City, New Jersey, United States Mitchell Martin Inc Full timeOur client, one of the largest banks in the US with wealth management, investment banking, and international business, is seeking a Quality Assurance Consultant VLocation: Jersey City, NJPosition Type: ContractSkills & Experience:5-7 years' experience with Automation and Manual Testing in Agile environment Experience in working with teams and end to end...
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Planning Consultant
6 days ago
Johnson City, United States Fidelity TalentSource LLC Full timeJob Description: Planning Consultant As a Planning Consultant, you will provide a world-class planning experience, uncover opportunities to deepen client relationships through consolidation of assets, referrals, and plan implementations, and develop an engagement strategy that supports each client s unique planning needs. Through your integrity and adoption...
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Planning Consultant
3 weeks ago
Johnson City, United States Fidelity TalentSource LLC Full timeJob Description: Planning Consultant As a Planning Consultant, you will provide a world-class planning experience, uncover opportunities to deepen client relationships through consolidation of assets, referrals, and plan implementations, and develop an engagement strategy that supports each client s unique planning needs. Through your integrity and...