Senior Investment Consultant
2 weeks ago
As a Senior Portfolio Strategist, you'll be responsible for bringing the client's financial plan to life by leading the development of the investment plan and ensuring alignment with goals and expectations. You'll work closely with financial advisors, senior and associate planners, and other members of a diverse matrixed team to ensure a world-class experience is delivered. Your key responsibilities will include:
* Independently and consistently providing the right level of support across the client journey based on the client's needs and unique situation
* Creating tailored investment advice and strategies, portfolio analysis and construction, and implementation
You'll also lead or contribute to strategic initiatives within the WMC department and across the WMAS division, in collaboration with key internal and external stakeholder groups, that enables the firm's evolution to deliver strong goals-based advice, financial planning, and asset management services.
Edward Jones' compensation and benefits package includes medical and prescription drug coverage, dental and vision coverage, voluntary benefits, short- and long-term disability coverage, basic life and AD&D coverage, and retirement savings plans. We also provide opportunities for professional development and career advancement, so you can continue to grow and succeed in your role.
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Senior Investment Consultant Expert
2 weeks ago
West Palm Beach, Florida, United States Edward Jones Full timeEmpowering Clients through Strategic Investment AdviceIn this critical role, you will leverage your advanced knowledge of economic, investment, and portfolio management strategies to provide unparalleled support to financial advisors and clients. By partnering with cross-functional teams, you will ensure seamless delivery of services that cater to the unique...
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Investment Consultant
2 weeks ago
Palm Beach Gardens, Florida, United States Charles Schwab Full timeAbout the JobWe are seeking a highly motivated and experienced Investment Consultant to join our team at Charles Schwab. In this role, you will be responsible for providing expert investment advice and guidance to our clients.You will work closely with our clients to understand their financial goals and develop personalized investment strategies to help them...
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Investment Company Accountant
2 weeks ago
West Palm Beach, Florida, United States Integrated Solutions Full timeIntegrated Solutions is a leader in providing fund administration and consulting services to the investment community. We are seeking an experienced Staff Accountant to join our team in Boca Raton, FL, who will be responsible for ensuring the financial health and compliance of our clients.About the PositionThe ideal candidate will have a strong background in...
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Senior Investments Analyst
5 days ago
West Palm Beach, Florida, United States The Sterling Organization LLC Full timeJob Description Job Description Sterling Organization is a vertically integrated private equity real estate firm whose national platform is focused on investing in retail and distribution real estate assets across the risk spectrum in major markets within the United States. Sterling Organization, with offices across the nation, is headquartered in West...
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Senior Investments Analyst
2 days ago
West Palm Beach, Florida, United States The Sterling Organization LLC Full timeSterling Organization is a vertically integrated private equity real estate firm whose national platform is focused on investing in retail and distribution real estate assets across the risk spectrum in major markets within the United States. Sterling Organization, with offices across the nation, is headquartered in West Palm Beach, FL. We encourage...
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Investment Analyst
2 weeks ago
West Palm Beach, Florida, United States The Johnson Company Full timePosition SummaryEstablished single family office is seeking a highly skilled and passionate Investment Analyst to join our dynamic investment team. The ideal candidate will have 3-5 years of experience in investment analysis, private equity, asset management, or corporate finance. The individual will be responsible for analyzing external investment managers,...
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Investment Counselor
2 weeks ago
West Palm Beach, Florida, United States Fisher Investments Full timeAre you passionate about helping others achieve their financial goals? Join Fisher Investments as we cultivate our next generation of Investment Counselors in the Wealthbuilder roleThe Opportunity:This entry-level position is designed to pave your path for a rewarding career in the financial services sector. At Fisher Investments, you'll benefit from a...
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Wealth Management Consultant
2 weeks ago
West Palm Beach, Florida, United States Edward Jones Full timeKey ResponsibilitiesThis is an exciting opportunity for a Wealth Management Consultant to join our dynamic team. You will be responsible for providing expert advice to high net worth clients and helping them achieve their financial goals.You will work closely with senior planners, financial advisors, and other team members to deliver personalized financial...
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Investment Operations Coordinator
2 weeks ago
West Palm Beach, Florida, United States Claire Myers Consulting Full timeWe are seeking an Investment Operations Coordinator to join our team at Claire Myers Consulting. This role is responsible for managing account processes, handling client services, and ensuring accuracy and efficiency in investment and insurance operations.About the JobThis position requires a highly organized individual who can work effectively in a...
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Management Consultant
2 weeks ago
West Palm Beach, Florida, United States Impetus Consultants Inc Full timeAre you ready to make a change in your career?Are you ready to catapult yourself and your skillset to the next level?Impetus Consultants is searching for an entry-level Management Consultant who is looking to do just thatAs a top leader in the Sales, Marketing, and Business Consulting industry, we take great pride in leading with integrity and hard work...
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Marine Engineering Consultant
2 days ago
West Palm Beach, Florida, United States Geosyntec Consultants Full timeAbout UsAt Geosyntec Consultants, we pride ourselves on being a leading international engineering and consulting firm serving private and public-sector clients worldwide. Our team of experts works together to address new ventures and complex problems involving the environment, natural resources, and civil infrastructure. With a strong focus on technical...
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West Palm Beach, Florida, United States Geosyntec Consultants Full timeAbout UsGeosyntec Consultants is an innovative international engineering and consulting firm serving private and public-sector clients to address new ventures and complex problems involving our environment, natural resources, and civil infrastructure.We invest in our people, offering competitive pay and benefits, and well-being programs to support you and...
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Management Consultant
6 days ago
West Palm Beach, Florida, United States Impetus Consultants Full timeJob Description Job Description Are you ready to make a change in your career? Are you ready to catapult yourself and your skillset to the next level? Impetus Consultants is searching for an entry-level Management Consultant who is looking to do just that As a top leader in the Sales, Marketing, and Business Consulting industry, we take great pride in...
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Senior Investment Manager
2 weeks ago
West Palm Beach, Florida, United States First American Asset Advisory, LLC Full timeAt First American Asset Advisory, LLC., we're looking for an experienced investment advisor representative to join our team in West Palm Beach, FL. As a leading wealth management firm, we offer a supportive and collaborative environment where you can grow your business to new heights.We value professionalism, integrity, and client relationships. Our dynamic...
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Senior Portfolio Strategist- High Net Worth
3 weeks ago
West Palm Beach, Florida, United States Edward Jones Full timeSenior Portfolio Strategist- High Net Worth at Edward Jones summary:As a Senior Portfolio Strategist specializing in high net worth clients at Edward Jones, you will lead the development of tailored investment strategies that align with client financial goals. Your role will involve collaborating with financial advisors to deliver comprehensive wealth...
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Investment Banking Associate
2 weeks ago
West Palm Beach, Florida, United States Devon Park Full timeAbout the Role - Devon Park seeks to hire an associate to work in firm's West Palm Beach, Florida area. The Associate will play a critical role in executing financial transactions, providing strategic advisory services, and supporting senior bankers in deal structuring and client relationship management. The team is small and nimble, offering significant...
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Investment Banking Associate
4 weeks ago
West Palm Beach, Florida, United States Devon Park Full timeAbout the Role - Devon Park seeks to hire an associate to work in firm's West Palm Beach, Florida area. The Associate will play a critical role in executing financial transactions, providing strategic advisory services, and supporting senior bankers in deal structuring and client relationship management. The team is small and nimble, offering significant...
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Senior Solid Waste Consultant
4 days ago
West Palm Beach, Florida, United States SCS Engineers Full timeWe are seeking a highly skilled Senior Solid Waste Consultant to join our team. As a key member of our engineering group, you will be responsible for providing technical expertise in the design and permitting of solid waste facilities.The ideal candidate will have a strong background in civil or environmental engineering, with a minimum of 8 years of...
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Senior Manager of Finance and Operations
5 days ago
West Palm Beach, Florida, United States NextEra Energy Full timeResidential Solar Industry ExpertiseWe are seeking an experienced Senior Director of Finance to lead and shape the financial strategy at EverBright. This role requires a strong background in financial analysis, business development, M&A, and strategic leadership. The Senior Director will oversee financial operations, collaborate with cross-functional teams,...
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Senior Portfolio Strategist- High Net Worth
2 weeks ago
West Palm Beach, Florida, United States Edward Jones Full timeOpportunity OverviewTeam Overview:Do you have a desire to be a part of the wealth management process? Do you have a strong background in financial planning and experience with complex financial planning concepts? What about a deep understanding of the Financial Advisor role and serving clients? If you answered yes to these questions, joining the Edward Jones...