Investment Consultant

About the RoleWe are seeking a highly skilled Investment Consultant to join our team at Fidelity Investments. As an Investment Consultant, you will play a critical role in helping our clients achieve their financial goals by providing expert investment advice and guidance.Key ResponsibilitiesDevelop and implement customized financial plans for clients using...

About the RoleWe are seeking a highly skilled and experienced Financial Services Professional to join our team at Fidelity Investments. As a Financial Consultant, you will play a critical role in providing expert financial guidance and advice to our clients, helping them achieve their long-term financial goals.Key ResponsibilitiesProvide comprehensive...

Position Available: Financial Advisor at Magellan Financial & Insurance Services, Inc.About Us:Magellan Financial & Insurance Services, Inc. transcends conventional financial offerings. Our dedicated financial advisors are focused on guiding clients toward a secure and prosperous retirement. We provide a diverse range of services, including wealth...

Job Overview:As a trusted advisor, your exceptional expertise and unwavering integrity inspire clients to place their confidence in you. Join a dedicated team that prioritizes your growth through advanced product offerings, cutting-edge technology, and a top-tier investment platform. Here, you will cultivate enduring relationships with clients, providing...

About the RoleWe are seeking a highly skilled and experienced Financial Advisor to join our team at Fidelity TalentSource LLC. As a Financial Advisor, you will be responsible for providing expert financial guidance and advice to our clients, helping them achieve their long-term financial goals.Key ResponsibilitiesDevelop and implement comprehensive financial...

Position Overview:As an Investment Management Consultant at ENGIE Group, you will play a pivotal role in overseeing essential site agreements, encompassing utilities, management, storm, and bond contracts. Budget Validation:Your responsibilities will include verifying the operational budget for the site, particularly focusing on significant expenditures as...

Title: Investment Banking Associate Company Summary: We are currently partnered with a Boutique Middle Market Investment Bank that provides financial strategy, consulting, and M&A services to mid-market private shareholders. They are looking to add an Associate to their renewable energy team here in Houston, TX. This opportunity provides extensive resources...

Position Overview:As a Financial Planning Assistant, you will play a crucial role in supporting the financial advisory team at Artemis Recruitment Consultants Ltd. This position is ideal for individuals looking to advance their careers in the financial services sector.Key Responsibilities:Assist the Business Owner with various tasks as needed.Support the...

Position Overview:As a dedicated Financial Advisor, you will play a crucial role in guiding clients through their financial journeys. Your expertise will help individuals and families achieve their financial goals through tailored strategies and personalized advice.About Us:At First Command Financial Services, we pride ourselves on our commitment to serving...

OverviewAs an Investment Strategy and Financial Advisory Specialist at ENGIE, you will be responsible for crafting comprehensive business cases and delivering essential financial analyses to support investment decisions for greenfield projects, as well as Mergers & Acquisitions (M&A). This position offers a hybrid work arrangement.Key ResponsibilitiesLead...

Overview of the RoleAs the Financial Strategy and Investment Management Lead, you will be instrumental in crafting business cases and delivering comprehensive financial analyses to steer investments in greenfield projects, as well as Mergers & Acquisitions (M&A). This position offers a flexible work arrangement.Your daily responsibilities will...

Senior Vice President, Investment StrategyThe Sterling Group is on the lookout for an exceptional candidate to join our dynamic team of investment specialists in the middle market. The Senior Vice President will be pivotal in driving the next chapter of Sterling's growth and will embark on a promising career path within the firm.Key Responsibilities:Evaluate...

Position Overview:The Senior Investment Banking Engineer at Citigroup, Inc. is a pivotal role designed to assist clients in capital acquisition and provide strategic consulting for diverse financial transactions in partnership with the Institutional Banking division. As a key facilitator in trading, the Engineer is instrumental in developing investment...

About PsychPlus: The mental health care delivery system in the country faces significant challenges. PsychPlus is dedicated to transforming this landscape by providing a modern, digital-first approach to psychiatric and therapeutic services. Our mission is to ensure that mental health care is accessible and affordable, with options for both in-person and...

Position OverviewAs the Investment and Financial Strategy Manager, you will be responsible for crafting business cases and conducting comprehensive financial analyses to steer investments in greenfield projects, as well as Mergers & Acquisitions (M&A). This role offers a flexible work arrangement.Your daily responsibilities will include:Leading the valuation...

Location: Houston -HOUS Areas of Interest: Wealth Management; Private Banking BOK Financial Corporation Group encompasses BOKF, NA; BOK Financial Securities, Inc. and BOK Financial Private Wealth, Inc. BOKF, NA operates TransFund and Cavanal Hill Investment Management, Inc. BOKF, NA manages banking divisions: Bank of Albuquerque; Bank of Oklahoma; Bank of...

Position Overview:The Junior Wealth Management Consultant will collaborate closely with Senior Wealth Management Consultants, acting as a key intermediary in identifying high net worth clientele.Key Responsibilities:Formulate strategies alongside Senior Wealth Management Consultants and Regional Directors for both local and remote events.Supervise the...

Job Summary:We are seeking a highly skilled Wealth Management Consultant to join our team at Fidelity Investments. As a key member of our Investor Center, you will be responsible for providing expert financial guidance and personalized planning to our clients, helping them achieve their long-term financial goals.About the Role:Provide comprehensive...

About the RoleWe are seeking a highly skilled and experienced Financial Consultant to join our team at Fidelity TalentSource LLC. As a Financial Consultant, you will be responsible for providing expert financial guidance and advice to our clients, helping them to achieve their long-term financial goals.Key ResponsibilitiesProvide comprehensive financial...

The Weaver Experience Weaver is a comprehensive national accounting, advisory, and consulting firm that offers a range of opportunities for professionals across various disciplines. Our mission is to infuse a human touch into the realm of accounting, fostering a diverse, collaborative, and entrepreneurial workplace culture. Our leadership genuinely values...