Wealth Management Consultant

Position Overview:We are seeking experienced financial professionals with a CFA Level 1 certification or higher for a role focused on client engagement. As a Wealth Management Consultant, you will connect with affluent individuals across Canada who have shown interest in our investment services. This position offers a structured path for advancement, with...

Job OverviewWe are seeking a dedicated and experienced Independent Financial Consultant to join our thriving financial services firm. The ideal candidate will have a proven track record in client engagement and a comprehensive understanding of the client onboarding process.Essential Qualifications:Possession of Series 65 or 66 license is mandatory.Our firm...

Position Overview:We are seeking dedicated financial professionals with a CFA Level 1 certification or higher for a role focused on sales. As a Wealth Management Consultant, you will connect with affluent individuals across Canada who have shown interest in our services. This role provides a structured path for advancement, with qualified leads supplied and...

About the Role:We are seeking experienced financial professionals with a CFA Level 1 or higher who are interested in a sales-oriented position. As a Wealth Management Consultant, you will connect with affluent individuals across Canada who have shown interest in our services. This role offers a structured path for advancement, with qualified leads provided...

Exciting Opportunity for a Client Relations Coordinator at Lincoln WealthAre you prepared to become a vital part of a dynamic financial services firm? We are seeking an energetic Client Relations Coordinator who excels in client interaction and is committed to delivering exceptional service.Key Responsibilities:Oversee Front Desk Operations, Manage Incoming...

Position Title: Investment Counselor Work Location: Remote Full Time with Benefits Job Overview: Introduction: Join NR Consulting as an Investment Counselor, where you will manage a dedicated portfolio of affluent clients. Our firm has been committed to a client-centric approach since its inception, focusing on delivering exceptional service without the...

About the RoleFisher Investments is seeking a highly skilled Investment Counselor to join our team. As an Investment Counselor, you will be the primary point of contact for our high-net-worth clients in the United States, providing exceptional service and support to help them achieve their long-term financial goals.Key ResponsibilitiesClient Relationship...

About Us: Strategic Wealth Partners is a distinguished independent financial advisory firm located in Dallas, Texas, boasting over 25 years of expertise in guiding clients through their financial journeys. Our focus is on achieving financial independence and retirement planning, utilizing a comprehensive approach that encompasses estate planning, financial...

About Our Firm: Strategic Wealth Partners is a distinguished independent financial advisory firm with a robust history of over 25 years in assisting clients on their financial paths. Our expertise lies in fostering financial independence and crafting retirement strategies, utilizing a comprehensive approach that encompasses estate planning, financial...

Location: Center, United States of America, McLean, Virginia Position Overview: The Lead Consultant for the Cybersecurity Management Office will play a pivotal role in enhancing our Information Security posture. At Capital One, you will engage in consulting initiatives, programs, and projects aimed at elevating our standards in Information Security. Your...

Job DescriptionKey Responsibilities:Deliver innovative business solutions to clients, leveraging expertise in project management and strategic planning.Drive the execution of business initiatives across various departments, providing regular progress updates to senior executives.Analyze complex data to identify areas for improvement and develop effective...

Opportunity for a Client Success Consultant at KimberliteAre you a seasoned Client Success Consultant with a strong focus on nurturing relationships and ensuring customer satisfaction? Kimberlite is looking for a committed individual with over 4 years of expertise in NetSuite implementations, managed services, and customer support. If you possess a solid...

About Us: Cognizant is one of the world's leading professional services companies, transforming clients' business, operating, and technology models for the digital era. Our unique industry-based, consultative approach helps clients envision, build, and run more innovative and efficient businesses. Headquartered in the U.S., Cognizant, a member of the...

eVerge Group is in search of an experienced Salesforce Senior Technical Architect/Developer to enhance their team. The successful applicant will possess a wealth of knowledge in Sales Cloud, Service Cloud, Field Service, and Experience Cloud. This position entails delivering both technical and business-oriented advice, converting requirements into technical...

Position Overview: Are you adept at evaluating your client's business and technical hurdles while devising innovative solutions? Do you possess a strong sense of ownership, motivation, and entrepreneurial spirit? If you excel at building trust, thinking expansively, and collaborating across various departments to achieve results, we want to hear from you....

Position Overview: Are you adept at analyzing your client's operational and technical hurdles, and crafting innovative solutions to address these issues? Do you possess a strong sense of accountability, motivation, and entrepreneurial spirit? Most importantly, can you build trust, think expansively, and collaborate across various departments to achieve...

Position Overview: Are you adept at analyzing and addressing your clients' business and technical hurdles with innovative solutions? Do you possess a strong sense of ownership, motivation, and entrepreneurial spirit? If you excel at building trust, thinking broadly, and collaborating across various departments to achieve results, we want to hear from you....

Position: Senior Oracle SCM Technofunctional ConsultantWork Arrangement: Remote (CST Time Zone)Contract Duration: 3-6 months, with potential for extensionRequired Skills:Over 7 years of expertise in Oracle Supply Chain ManagementExtensive background in Oracle EBS environments; experience with Fusion Cloud is advantageousProficient in configuring and...

Job Description:At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.One of the keys to driving Responsible Growth is being a great place to work for our...

Position Overview: Are you someone who can think critically about the challenges faced by clients in both business and technology? Do you possess a strong sense of ownership, drive, and entrepreneurial spirit? At Lewis & Ellis, Inc., a leading actuarial and insurance consulting firm, we are expanding our risk management consulting division and are in search...