We have other current jobs related to this field that you can find below
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Portfolio Counselor
3 weeks ago
St Petersburg, United States Fisher Investments Full timeAre you a financial advisor burdened with wearing too many hats? Are you looking to move away from cold calling? Does a hybrid service and sales environment without prospecting appeal to you? Join Fisher Investments, a privately held multi-billion-dollar global investment firm, as a Portfolio Counselor in our New Client Conversion (NCC) group. If you are...
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Portfolio Counselor
1 month ago
St Petersburg, United States Fisher Investments Full timeAre you a financial advisor burdened with wearing too many hats? Are you looking to move away from cold calling? Does a hybrid service and sales environment without prospecting appeal to you? Join Fisher Investments, a privately held multi-billion-dollar global investment firm, as a Portfolio Counselor in our New Client Conversion (NCC) group. If you are...
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Portfolio Counselor
2 weeks ago
St Petersburg, United States Fisher Investments Full timeAre you a financial advisor burdened with wearing too many hats? Are you looking to move away from cold calling? Does a hybrid service and sales environment without prospecting appeal to you? Join Fisher Investments, a privately held multi-billion-dollar global investment firm, as a Portfolio Counselor in our New Client Conversion (NCC) group. If you are...
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Portfolio Counselor
3 days ago
St Petersburg, United States Fisher Investments Full timeAre you a financial advisor burdened with wearing too many hats? Are you looking to move away from cold calling? Does a hybrid service and sales environment without prospecting appeal to you? Join Fisher Investments, a privately held multi-billion-dollar global investment firm, as a Portfolio Counselor in our New Client Conversion (NCC) group. If you are...
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Financial Portfolio Consultant
5 days ago
St Louis, Missouri, United States Stifel Financial Full timeOverview The Investment Portfolio Specialist plays a crucial role in enhancing client relationships by crafting personalized Financial Strategies and Asset Allocation plans, designing bespoke reporting for both new and existing clients, and implementing marketing initiatives aimed at attracting prospective clients. Key ResponsibilitiesEnhances client...
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Financial Consultant
3 months ago
St Petersburg, United States Fisher Investments Full timeStop prospecting! Come join our firm as an Investment Counselor for a provided roster of high-net-worth clients. Since 1995, Fisher Investments has developed a specialized approach focused on our private clients. With a firm structure that practices separation of sales and client service, you don't have to wear the "many hats" of a typical Financial Advisor....
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Wellness Spa Consultant
5 days ago
St Petersburg, United States Marriott International Inc Full timeAdditional Information Full-Time Job Number Job Category Spa Schedule Full-Time Located Remotely? N Relocation? N Position Type Non-Management POSITION SUMMARY As a Wellness Spa Consultant, you will play a crucial role in facilitating a variety of essential Spa operations. Our establishments focus on creating memorable and distinctive experiences through...
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Senior Investment Consultant
3 days ago
St Petersburg, United States Ascensus Full timeNewport, an Ascensus company, helps employers offer their associates a more secure financial future through retirement plans, insurance and consulting services. Newport offers comprehensive plan solutions and consulting expertise to plan sponsors and the advisors who serve them. As a provider and partner, Newport is independent, experienced, and responsive....
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Portfolio Counselor
3 weeks ago
Saint Petersburg, United States Fisher Investments Full timeAre you a financial advisor burdened with wearing too many hats? Are you looking to move away from cold calling? Does a hybrid service and sales environment without prospecting appeal to you? Join Fisher Investments, a privately held multi-billion-dollar global investment firm, as a Portfolio Counselor in our New Client Conversion (NCC) group. If you are...
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Senior Investment Consultant, Newport
2 weeks ago
St. Petersburg, United States Ascensus Full timeNewport, an Ascensus company, helps employers offer their associates a more secure financial future through retirement plans, insurance and consulting services. Newport offers comprehensive plan solutions and consulting expertise to plan sponsors and the advisors who serve them. As a provider and partner, Newport is independent, experienced, and...
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Portfolio Counselor
6 days ago
Saint Petersburg, FL, United States Fisher Investments Full timeAre you a financial advisor burdened with wearing too many hats? Are you looking to move away from cold calling? Does a hybrid service and sales environment without prospecting appeal to you? Join Fisher Investments, a privately held multi-billion-dollar global investment firm, as a Portfolio Counselor in our New Client Conversion (NCC) group. If you are...
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Portfolio Counselor
1 month ago
Saint Petersburg, FL, United States Fisher Investments Full timeAre you a financial advisor burdened with wearing too many hats? Are you looking to move away from cold calling? Does a hybrid service and sales environment without prospecting appeal to you? Join Fisher Investments, a privately held multi-billion-dollar global investment firm, as a Portfolio Counselor in our New Client Conversion (NCC) group. If you are...
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Senior Economic Mobility Portfolio Manager
5 days ago
St. Louis, United States Diversified Search Group Full timeSenior Economic Mobility Portfolio ManagerDiversified Search Group is dedicated to enhancing economic mobility for families and children across the United States, supporting leaders and organizations that effectively transform opportunities and mitigate systemic disparities.As a national and regional funding entity, we have a significant presence and invest...
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St Louis, United States Edward Jones Full timeYour passion. Our purpose. This could be powerful.Maybe the markets keep you up at night. Trusts are your forte. Or your idea of a perfect day at the office is a deep dive into equity research. Whatever your passion, at Edward Jones it will have purpose. Your work is meaningful - because it has a singular focus: client relationships. What you do every day...
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St Louis, United States Edward Jones Full timeYour passion. Our purpose. This could be powerful. Maybe the markets keep you up at night. Trusts are your forte. Or your idea of a perfect day at the office is a deep dive into equity research. Whatever your passion, at Edward Jones it will have purpose. Your work is meaningful - because it has a singular focus: client relationships. What you do every day...
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St Louis, United States Edward Jones Full timeYour passion. Our purpose. This could be powerful. Maybe the markets keep you up at night. Trusts are your forte. Or your idea of a perfect day at the office is a deep dive into equity research. Whatever your passion, at Edward Jones it will have purpose. Your work is meaningful - because it has a singular focus: client relationships. What you do every day...
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Property Leasing Consultant
5 days ago
Petersburg, United States BECO Full timeBECO is a reputable property management firm overseeing a diverse portfolio, including numerous residential units and a variety of commercial spaces. We are currently seeking a dedicated Property Leasing Consultant to join our team.Key Responsibilities:Conduct property tours, promote available units, and facilitate leasing agreements – a strong sales...
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Wealth Management Consultant
5 days ago
St Louis, Missouri, United States Keller Executive Search Full timePosition OverviewOur organization, Keller Executive Search, is in search of a qualified and seasoned Wealth Management Consultant to enhance our team. This role involves delivering comprehensive financial strategies and investment guidance to a diverse clientele. The firm is dedicated to crafting distinctive investment portfolios that incorporate various...
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Senior Portfolio Manager, Economic Mobility
3 weeks ago
St Louis, United States Diversified Search Group Full timeSenior Portfolio Manager, Economic Mobility - Southeastern Michigan Ballmer Group Philanthropy is committed to improving economic mobility for children and families in the United States, funding leaders and organizations that have demonstrated the ability to reshape opportunity and reduce systemic inequities. Ballmer Group Philanthropy is both a national and...
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St Louis, United States RubinBrown Full timeFounded in 1952, RubinBrown LLP is one of the nation’s leading accounting and professional consulting firms. The RubinBrown name and reputation are synonymous with experience, integrity and value. RubinBrown redefines the full-service experience by combining technical and industry expertise with a commitment to personal and high-level relationships....
Portfolio Consultant
2 months ago
**Description** **Job Summary** Under limited direction, uses specialized knowledge and skills obtained through education and experience to work directly with Internal Sales team to generate new business and increase sales. Provide portfolio advice and guidance on investment products to Financial Advisors in designated territory. **Essential Duties and Responsibilities** * Assists in all aspects of the sales process. * Fields incoming calls on available products and services. * Communicates to Financial Advisors to introduce products both in person and by phone. * Assists in case analysis, product recommendations and presentation. * Engage with prospective Financial Advisor recruits visiting Home Office. * Help with requests from Financial Advisors who need assistance in selling products. * Performs other duties and responsibilities as assigned. **Qualifications** **Knowledge of** * Fundamental concepts, principles and practices of finance, the securities industry, asset management products and broker dealer operations. * Financial markets and products. * Company’s working structure, policies, mission, and strategies. **Skill in** * Identifying the needs of customers through effective questioning and listening techniques. * Organize, manage, and track multiple detailed tasks and assignments with frequently changing priorities in a fast-paced work environment. * Analyzing business processes and identifying process improvement opportunities. * Problem solving sufficient to effectively analyze, research and resolve inquiries and issues in a timely manner. * Preparing and delivering clear, convincing, and professional sales presentations to small and large audiences. * Operating standard office equipment and using required software application to produce correspondence, reports, electronic communication, and spreadsheets. **Ability to** * Use appropriate interpersonal styles to communicate effectively and professionally with internal and external clients at all organizational levels. * Develop and maintain effective working relationships with team members, internal and parties * Absorb and effectively communicate knowledge on complex investment offerings. * Assimilate and prioritize strategies into operational guidelines. * Establish clear directions and priorities and address concerns or challenging questions when they arise. * Organize, prioritize, and manage tasks and projects to complete work efficiently. * Represent company in a highly professional manner. * Effectively market the company and show resilience through the prospecting process. * Work independently as well as collaboratively within a team environment. * Identify problems, gather facts, and develop solutions. **Educational/Previous Experience Requirements:** * Associate’s Degree (A.A.) in related field and/or one (1) to three (3) years financial industry related experience and/or training; or equivalent of education and experience. * ~or~ * Any equivalent combination of experience, education, and/or training as approved by Human Resources. **Licenses/Certifications** * SIE required provided that an exemption or grandfathering cannot be applied. * FINRA Series 7 and the ability to obtain other necessary license(s) within six (6) months of hire. **Travel Required** * Yes, up to 10 % of the time **Job:** Investment Management **Primary Location:** US-FL-St. Petersburg-Saint Petersburg **Organization** Asset Management Services **Schedule** Full-time **Job Shift** Day Job **Travel** Yes, 10 % of the Time **Req ID:** 2402103
