Investment Consultant II

3 weeks ago


Lincoln City, Oregon, United States Bank of America Full time
Job Description:

We are seeking a skilled Investment Consultant II to join our team at Bank of America. As an Investment Consultant II, you will be responsible for providing financial guidance and assistance to clients, helping them achieve their investment goals and objectives.

Key responsibilities include:

  • Providing financial guidance and assistance to clients
  • Educating clients about investment products and services
  • Delivering exceptional service to clients
  • Executing and confirming trade orders
  • Assisting clients with brokerage consumer website usage and navigation

To be successful in this role, you will need to have a strong understanding of financial markets and trading strategies, as well as excellent customer service skills. You will also need to be able to work in a dynamic environment and adapt to changing client needs.

Requirements:

  • Series 7 and 66 licenses
  • Strong analytical and organizational skills
  • Excellent communication and interpersonal skills
  • Ability to work in a team environment

Benefits:

  • Competitive salary and bonus structure
  • Comprehensive benefits package
  • Opportunities for career growth and development

We are an equal opportunity employer and welcome applications from diverse candidates. If you are a motivated and results-driven individual who is passionate about delivering exceptional client service, we encourage you to apply for this exciting opportunity.



  • Lincoln City, Oregon, United States First Student Full time

    Be a Part of a Family of 60,000+ EmployeesAt First Student, we pride ourselves on safely transporting over 5 million students and passengers daily. Our family of brands includes Transco, Total Transportation, Maggies Paratransit, and GVC II. We invest in the latest training and technology to ensure the highest standards in the industry.As a School Bus...


  • Lincoln, Nebraska, United States Oracle Full time

    Job DescriptionAs a Customer Success Presales Consultant, you will play a critical role in assisting the Direct Sales Organization to maximize Annual Recurring Revenue (ARR) while setting the groundwork for successful implementation projects by the Customer Success (CS) Delivery organization.The CS Presales Team provides NetSuite implementation, product, and...

  • Quantitative Analyst

    3 weeks ago


    Kansas City, Missouri, United States American Century Investment Services, Inc. Full time

    Job SummaryThe Quantitative Analyst will be fully embedded within the U.S. Midcap Growth investment team working to combine quantitative with fundamental analysis to deliver performance. The team employs a fundamentally driven stock selection model to assess company quality, valuation, and growth characteristics that is under perpetual development....


  • Lincoln, Nebraska, United States Bank of America Full time

    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.We're devoted to being a diverse and inclusive workplace for everyone. We hire...


  • Lincoln, Nebraska, United States Oracle Full time

    Job Title: NetSuite Education ConsultantJob Summary:We are seeking a highly skilled NetSuite Education Consultant to join our team. As a NetSuite Education Consultant, you will play a critical role in delivering high-quality training to our customers, ensuring they have the knowledge and skills needed to achieve success with our cloud-based solutions.Key...


  • Culver City, California, United States US Main Full time

    Private Assets ResearcherWe are seeking an experienced investment professional to join our Private Assets Research Group. The successful candidate will support the identification of new private market investment opportunities, conduct market research, and monitor existing investments. This is an in-office position where the person is expected to work in...


  • new york city, United States Career Group Full time

    Investment Banking / M&A – Analyst II/III This is an exciting opportunity to work for a rapidly growing and highly reputable international M&A boutique within an entrepreneurial environment, building on the strong experience and relationships of its partners across Europe and the United States. With offices in Paris, New York, and London, the firm is well...


  • Lincoln, Nebraska, United States Oracle Full time

    Job SummaryOracle is seeking a highly skilled Senior Migration Consultant to join our team. As a key member of our software project implementation team, you will provide technical expertise in identifying, evaluating, and developing systems and procedures that are cost-effective and meet user needs.Key Responsibilities Configures system settings and options...

  • Compliance Officer

    3 weeks ago


    Jersey City, New Jersey, United States TheStaffed Full time

    Our client, a top-tier Management & Strategy Consulting firm, is seeking a qualified Compliance Officer to join a Top-Tier Investment Bank. Key Responsibilities:Assist and advise on IB and Capital Markets transactions, including conflicts review.Maintenance of the Firm's Global Watch and Restricted Lists, including seeking and responding to updates from...


  • Lincoln, Nebraska, United States Ultimus Fund Solutions, LLC Full time

    Job SummaryThe Account Services Specialist II is a key role within our team at Ultimus Fund Solutions, LLC. This position is responsible for providing various transfer agency functions and maintaining accurate records for mutual fund and alternative investment clients. The ideal candidate will have a strong understanding of operational standards, SEC, IRS,...

  • Investment Counselor

    2 weeks ago


    Long Island City, United States Fisher Investments Full time

    Come join our firm as an Investment Counselor and be the primary contact for a roster of assigned high-net-worth clients. Since 1995, Fisher Investments and its affiliates have 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...

  • Investment Associate

    4 weeks ago


    salt lake city, United States Sorenson Impact Advisory Full time

    Sorenson Impact Advisory is a boutique multi-family office and institutional investment advisory firm specializing in the curation of customized mission-aligned investment portfolios. We serve a select group of individuals, families, and foundations passionate about aligning their financial assets with what matters most to them, leveraging impact-focused...

  • Investment Associate

    1 month ago


    Salt Lake City, United States Sorenson Impact Advisory Full time

    Sorenson Impact Advisory is a boutique multi-family office and institutional investment advisory firm specializing in the curation of customized mission-aligned investment portfolios. We serve a select group of individuals, families, and foundations passionate about aligning their financial assets with what matters most to them, leveraging impact-focused...

  • Investment Associate

    1 month ago


    Salt Lake City, United States Sorenson Impact Advisory Full time

    Sorenson Impact Advisory is a boutique multi-family office and institutional investment advisory firm specializing in the curation of customized mission-aligned investment portfolios. We serve a select group of individuals, families, and foundations passionate about aligning their financial assets with what matters most to them, leveraging impact-focused...


  • Lincoln, Nebraska, United States Oracle Full time

    Job DescriptionAs a Senior Sales Consultant at Oracle, you will be responsible for providing presales technical and functional support to prospective clients and customers while ensuring customer satisfaction with minimal supervision.You will act as a technical resource for less experienced Sales Consultants, develop and deliver high-quality standard Oracle...

  • Tax Consultant

    4 weeks ago


    Kansas City, Missouri, United States Jobot Full time

    Green Energy Tax Consulting OpportunityThis is a challenging and rewarding role for a seasoned Tax Consultant to join our team at Jobot. As a key member of our team, you will be responsible for providing expert tax consulting services to clients in the energy industry, with a focus on Green Energy initiatives.Key Responsibilities:Provide expert tax...

  • Tax Consultant

    2 months ago


    Kansas City, United States Jobot Full time

    100% Remote Tax Consulting Opportunity in Green Energy!!!This Jobot Consulting Job is hosted by: John ArmelAre you a fit? Easy Apply now by clicking the "Apply Now" button and sending us your resume.Salary: $100 - $150 per hourA bit about us:We are seeking a seasoned, dynamic, and enthusiastic Tax Consultant to join our team. This role is centered on...

  • Tax Consultant

    2 months ago


    Kansas City, United States Jobot Full time

    Job DescriptionJob Description100% Remote Tax Consulting Opportunity in Green Energy!!!This Jobot Consulting Job is hosted by: John ArmelAre you a fit? Easy Apply now by clicking the "Apply Now" buttonand sending us your resume.Salary: $100 - $150 per hourA bit about us:We are seeking a seasoned, dynamic, and enthusiastic Tax Consultant to join our team....

  • Project Manager II

    1 week ago


    Culver City, United States ATR International Full time

    Job DescriptionJob DescriptionATR International is seeking a Project Manager II for an important client in Sunnyvale, CA.The PMO is a supporting function for the global Business Process Re-engineering (BPR) teams.Enable BPR Leaders to make the best Investment Decisions to deliver high ROI solutionsDriving strategic alignment through multi-year road-mapping...


  • Kansas City, Missouri, United States Cornerstones of Care Full time

    Job Summary:We are seeking a skilled Therapist I/II to join our team in the School-Based Services department. As a Therapist I/II, you will provide individual and group therapy to students in the preschool, as well as consult with and provide professional development to school staff to increase knowledge of trauma-informed interventions in the school...


  • Oklahoma City, United States Southern Glazer's Wine & Spirits Full time

    Job DescriptionWhat You Need To KnowOpen your future to incredible career potential. Work for an industry-leader who invests in their people. Southern Glazer’s Wine & Spirits is North America’s preeminent wine and spirits distributor, as well as a family-owned, privately held company with a 50+ year legacy of success. We were named by Newsweek as a Most...