Investment Consultant
1 day ago
- Entrepreneurial Mindset: Seeking individuals with a strong drive for success and a passion for business.
- Client-Centric Approach: Focused on nurturing long-lasting relationships with clients.
- Sales Expertise: Responsible for promoting insurance and investment solutions to small and medium enterprises.
- Communication Skills: Exceptional verbal and written communication abilities are essential.
- Bilingual Requirement: Proficiency in both English and Chinese is mandatory.
Compensation Structure: Competitive earnings potential ranging from $20,000 to $100,000, based on commission.
-
Investment Consultant
1 month ago
Chicago, Illinois, United States Fiducient Advisors Full timeJob Title: Consulting Analyst, InstitutionalFiducient Advisors is a leading investment consulting firm that provides tailored services to clients across various sectors. We are seeking a highly skilled Consulting Analyst to join our team and contribute to our mission of helping clients prosper.Key Responsibilities:Lead portfolio evaluation and diagnostic...
-
Investment Consultant
4 weeks ago
Chicago, Illinois, United States Fiducient Advisors Full timeJob Title: Consulting AnalystFiducient Advisors is a leading investment consulting firm that provides tailored services to clients across various industries. We are seeking a highly skilled Consulting Analyst to join our team.Responsibilities:Conduct thorough portfolio evaluations and diagnostic reviews for new clients, collaborating with multiple teams to...
-
Investment Consultant
3 weeks ago
Chicago, Illinois, United States Fiducient Advisors Full timeJob Title: Consulting AnalystFiducient Advisors is a leading investment consulting firm that provides tailored and personalized services to clients across various industries. We are seeking a highly skilled Consulting Analyst to join our team and contribute to our mission of helping clients prosper.Key Responsibilities:Lead portfolio evaluation and financial...
-
Investment Consultant
18 hours ago
Chicago, Illinois, United States Calamos Asset Management Full timeInvestment Consultant Job DescriptionThe Investment Consultant Level I is a key role within Calamos Asset Management, responsible for driving sales growth and expanding our presence in assigned regions. This position requires a strong understanding of our investment strategies and products, as well as excellent communication and relationship-building...
-
Investment Consultant
3 weeks ago
Chicago, Illinois, United States Calamos Asset Management Full timeJob Title: Investment ConsultantAt Calamos Asset Management, we are seeking a highly motivated and results-driven Investment Consultant to join our team. As an Investment Consultant, you will play a critical role in developing and implementing investment strategies that meet the needs of our clients.Key Responsibilities:Meet sales goals as defined by Sales...
-
Investment Consultant
4 weeks ago
Chicago, Illinois, United States Calamos Asset Management Full timeInvestment Consultant Job DescriptionThe Investment Consultant Level I is a key role within Calamos Asset Management, responsible for driving sales growth and expanding our presence in assigned regions. This position requires a strong phone presence, excellent communication skills, and a deep understanding of our investment strategies and products.Key...
-
Senior Investment Consultant
4 weeks ago
Chicago, Illinois, United States Aon Full timeSenior Institutional Investment ConsultantAon is seeking a highly skilled Senior Institutional Investment Consultant to join our team. As a key member of our Investment Consulting team, you will be responsible for providing expert advice and guidance to our clients on investment strategies and portfolio management.Key Responsibilities:Lead client...
-
Investment Consultant
3 weeks ago
Chicago, Illinois, United States Calamos Asset Management Full timeInvestment Consultant Job DescriptionThe Investment Consultant Level I is a key role within Calamos Asset Management, responsible for enhancing our presence in assigned regions and supporting the sales activities of our VP, Investment Consultant. This position involves developing strategies to expand our coverage within respective territories.Key...
-
Senior Investment Consultant
4 weeks ago
Chicago, Illinois, United States Aon Full timeAbout the RoleAon is seeking a highly skilled Senior Institutional Investment Consultant to join our team. As a key member of our Investment Consulting group, you will be responsible for delivering exceptional client service and driving business growth.Key ResponsibilitiesLead client relationships and develop strategic investment plans to meet client...
-
Senior Investment Consultant
4 weeks ago
Chicago, Illinois, United States Aon Full timeAbout the RoleAon is seeking a highly skilled Senior Institutional Investment Consultant to join our team. As a key member of our Investment Consulting group, you will be responsible for providing expert advice and guidance to our clients on investment strategy and portfolio management.Key ResponsibilitiesLead client relationships and develop strategic...
-
Investment Consultant
1 day ago
Chicago, Illinois, United States Taos Global Group Inc. Full timeOpportunity for a Bilingual Financial ConsultantAre you driven by an entrepreneurial mindset? We are seeking individuals who are passionate about providing exceptional service to clients and fostering enduring relationships.Key Responsibilities:Engage in the sale of insurance and investment solutions tailored for small to mid-sized enterprises.Utilize your...
-
Senior Institutional Investment Consultant
1 month ago
Chicago, Illinois, United States Aon Full timeAbout the RoleAon is seeking a seasoned Senior Institutional Investment Consultant to join our team. As a key member of our Investment Consulting practice, you will be responsible for delivering high-quality services to our public and non-profit clients.Key ResponsibilitiesLead client deliverables, collaborating with cross-functional teams to drive...
-
Senior Investment Accounting Consultant
3 weeks ago
Chicago, Illinois, United States Northern Trust Full timeAbout Northern TrustNorthern Trust is a leading financial institution with a rich history dating back to 1889. As a Fortune 500 company, we provide innovative financial services and guidance to the world's most successful individuals, families, and institutions. Our commitment to service, expertise, and integrity has earned us a reputation as a trusted...
-
Senior Investment Risk Consultant
4 weeks ago
Chicago, Illinois, United States Northern Trust Full timeAbout Northern TrustNorthern Trust is a leading global financial institution with a rich history dating back to 1889. As a Fortune 500 company, we have established ourselves as a trusted partner for individuals, families, and institutions seeking innovative financial services and guidance.Our commitment to service, expertise, and integrity has enabled us to...
-
Senior Investment Risk Consultant
4 weeks ago
Chicago, Illinois, United States Northern Trust Full timeAbout Northern TrustNorthern Trust is a leading global financial institution with a rich history dating back to 1889. As a Fortune 500 company, we have established ourselves as a trusted partner for individuals, families, and institutions seeking innovative financial services and guidance.Our commitment to service, expertise, and integrity has enabled us to...
-
Senior Investment Risk Consultant
3 weeks ago
Chicago, Illinois, United States Northern Trust Full timeAbout Northern Trust:Northern Trust is a leading global financial institution with a rich history dating back to 1889. As a Fortune 500 company, we are committed to providing innovative financial services and guidance to the world's most successful individuals, families, and institutions.We take pride in our enduring principles of service, expertise, and...
-
Investment Strategist
3 weeks ago
Chicago, Illinois, United States BCI - Brokerage Consultants Inc Full timeInvestment Consultant RoleBCI - Brokerage Consultants Inc is seeking an experienced Investment Consultant to collaborate closely with internal and external teams to leverage financial expertise to enhance investment strategies and client interactions.Key Responsibilities:Collaborate with internal portfolio management, research teams, and tax consultants to...
-
Investment Strategist
1 day ago
Chicago, Illinois, United States BCI - Brokerage Consultants Inc Full timeInvestment Consultant (Tax) Job DescriptionBCI - Brokerage Consultants Inc is seeking an experienced Investment Consultant to collaborate closely with internal and external teams to leverage financial expertise to enhance investment strategies and client interactions.Key Responsibilities:Collaborate with internal portfolio management, research teams, and tax...
-
Investment Expert
3 weeks ago
Chicago, Illinois, United States Envestnet Full timeInvestment Specialist RoleEnvestnet is seeking a highly skilled Investment Specialist to join our Sales team. This position will be based in one of our offices in Berwyn, PA, Denver, CO, or Raleigh, NC.About EnvestnetWe are a leading provider of technology-enabled investment and practice management solutions to financial advisors. Our platform addresses the...
-
Investment Operations Consultant
12 hours ago
Chicago, Illinois, United States BTA Full timeAbout Northern TrustNorthern Trust is a globally recognized, award-winning financial institution with a rich history dating back to 1889. We pride ourselves on providing innovative financial services and guidance to the world's most successful individuals, families, and institutions by upholding our core values of service, expertise, and integrity.Our Work...