Investment Consultant

Job OverviewAre you skilled in listening and adept at crafting effective, data-driven strategies? We are on the lookout for a financially savvy individual eager to enter the financial services sector. Our ideal entry-level financial advisor is passionate about nurturing long-term client relationships and possesses a keen interest in financial analytics,...

About the RoleFidelity Investments is seeking a highly skilled Investment Consultant to join our team in the Investor Center. As an Investment Consultant, you will play a critical role in developing customized financial plans for our clients using a wide range of products and services.Key ResponsibilitiesFinancial Planning: Effectively utilize Fidelity's...

About Griffin Gaming PartnersGriffin Gaming Partners stands at the forefront of venture capital, specializing in the dynamic global gaming industry. Our firm is dedicated to supporting founders and nurturing the gaming ecosystem, leveraging extensive experience in investment, advisory, and operational roles. With over $1 billion in assets under management,...

Company OverviewGriffin Gaming Partners stands at the forefront of venture capital, dedicated exclusively to the dynamic gaming industry. With a robust portfolio exceeding $1 billion in assets, we pride ourselves on our founder-centric approach and our deep commitment to fostering innovation within the gaming sector.Position SummaryWe are seeking a talented...

Monroe Capital Corporation is seeking qualified candidates to join its investment team in a dynamic role focused on underwriting and managing investments for our private credit funds.Key Responsibilities:Evaluate potential investment opportunities through comprehensive analysis of offering documents, industry insights, financial statement scrutiny, and...

Job Overview:Fidelity TalentSource LLC is seeking a skilled Financial Consultant to join our team. As a Financial Consultant, you will play a critical role in helping our clients achieve their financial goals by providing personalized investment planning and wealth management services.Key Responsibilities:Build and maintain strong relationships with clients...

About UsAt Covenant Trust Company, we are dedicated to making a positive impact in the lives of families and institutions through our comprehensive trust services. Our offerings include investment management, financial planning, and estate planning solutions. Since our establishment in 1988, we have been committed to assisting our clients in achieving their...

About the RoleWe are seeking a highly skilled Investment Consultant to join our team at Fidelity TalentSource LLC. 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 Financial Plans: Work with clients to...

About the RoleWe are seeking a highly skilled Investment Consultant to join our team at Fidelity TalentSource LLC. 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 Financial Plans: Work with clients to...

About QuadReal Property GroupQuadReal Property Group is a global real estate investment, operating, and development company headquartered in Vancouver, British Columbia. Its assets under management total $77.6 billion. From its foundation in Canada as a full-service real estate operating company, QuadReal has expanded its capabilities to invest in equity and...

Job Summary:Fidelity TalentSource LLC is seeking a highly skilled Financial Consultant to join our team. As a Financial Consultant, you will be responsible for providing expert financial guidance and planning to our clients, helping them achieve their long-term financial goals.Key Responsibilities:Develop and implement comprehensive financial plans for...

Job OverviewAre you skilled in active listening and adept at crafting effective, data-driven strategies? We are on the lookout for a financially savvy individual eager to embark on a career in the financial services sector. Our ideal entry-level financial advisor candidate is passionate about nurturing long-term client relationships and possesses a keen...

Job OverviewAre you adept at listening and crafting effective, data-driven strategies? We are in search of a financially savvy individual eager to embark on a career in the financial services sector. Our ideal entry-level financial advisor candidate possesses a strong desire to foster long-term client relationships and a keen interest in financial analytics,...

About the RoleWe are seeking a highly experienced and skilled Tax Director to join our team at Gerber Kawasaki Wealth and Investment Management. As a key member of our organization, you will be responsible for managing the entire tax department and providing expert guidance on taxation matters.Key ResponsibilitiesLeadership and ManagementSupervise and mentor...

Company OverviewAt W.I. Simonson, part of the Sonic Automotive family, we provide the opportunities, resources, and support necessary for your professional growth and development.Our extensive network of over 100 dealerships is dedicated not just to selling vehicles, but to ensuring your success and investing in your future.Consider a fulfilling career with...

About the RoleOur organization is in search of a dedicated and ambitious individual to take on the role of a Financial Advisor at Northwestern Mutual. In this position, you will collaborate with a team of professionals to deliver comprehensive and innovative financial planning solutions to clients.Key Responsibilities:Establish and nurture long-term...

Are you driven by a commitment to information security? Do you have experience advocating for security solutions within large organizations? Join us in navigating the transformative journey to cloud technology.Amazon Web Services (AWS) is on the lookout for a Security Sales Consultant to safeguard our clients against digital threats by showcasing our...

Financial ConsultantAre you passionate about fostering client relationships and crafting detailed financial strategies? At Fidelity TalentSource LLC, we offer a unique opportunity to work with an established clientele, allowing you to focus on delivering exceptional service rather than seeking new clients. Our model provides access to unparalleled...

At Raymond James Financial Services, we innovate, collaborate, decide, deliver, and enhance together.Raymond James Financial Services is a premier independent investment firm providing exceptional investment solutions and services to individuals seeking tailored strategies for their wealth management objectives.Lead Wealth Management ConsultantWhat is the...

About the RoleWe are seeking a highly skilled and motivated Financial Advisor to join our team at Northwestern Mutual Santa Monica. As a Financial Advisor, you will play a critical role in helping our clients achieve their financial goals and objectives.Key ResponsibilitiesClient Acquisition and Relationship Building: Identify and establish new client...