Investment Consultant

Job Overview: Wealth Management ConsultantIf you are seeking to focus on cultivating client relationships and developing intricate financial strategies, consider joining a team recognized as a leader in the financial services sector. CFA Institute offers a unique business model with an established client portfolio and institutional business channels that are...

Sands Investment Group (SIG), a dynamic and expanding real estate organization acknowledged for its achievements in the industry, is seeking enthusiastic Debt and Equity Advisors to enhance their team.At Sands Investment Group, fostering a culture of collaboration, teamwork, and community involvement is paramount. The firm offers comprehensive coaching and...

New York Life is looking for a knowledgeable Investment Advisor to support our clients in crafting and executing plans to meet their financial aspirations. The successful candidate will possess a Bachelor's degree in finance or a related field, a solid history of fostering enduring advisory relationships, and outstanding communication abilities. Key...

About the Role:We are seeking a highly skilled Financial Services Consultant to join our team at Synovus. As a key member of our organization, you will provide expert investment consultation to the public on a wide range of securities, including stock, bonds, annuities, mutual funds, and more.Key Responsibilities:Adhere to applicable laws, regulations, and...

Join Our Dynamic Team as a Real Estate Investment Sales ConsultantIf you are focused on cultivating a thriving business rather than merely holding a position, we invite you to consider joining our team at *New Western*. Our clientele consists of investors eager to discover the next exceptional property for their investment portfolio.Your Role:As a *Sales...

Job OverviewWe are in search of a skilled Financial Professional to guide our clients in crafting and executing tailored strategies that align with their financial aspirations. The successful candidate will possess a Bachelor's degree in finance or business, a solid history of fostering enduring advisory relationships, and outstanding communication...

OverviewAt Mariner Wealth Advisors, we are dedicated to providing exceptional wealth management services to our clients. We are seeking a highly skilled and experienced Senior Wealth Advisor to join our team.ResponsibilitiesDevelop and maintain strong relationships with high-net-worth clients, providing personalized wealth management advice and guidance.Lead...

Position Overview:As a Senior Fund Accounting Consultant, you will be instrumental in supporting our Alternative Finance fund accounting division by ensuring precise and efficient management of financial data associated with our secondary investment funds.Key Responsibilities:Assist in the preparation and evaluation of NAV packages, waterfalls, and financial...

Join Magellan Financial & Insurance Services, Inc. as a Wealth Management ConsultantAt Magellan Financial, we pride ourselves on delivering exceptional financial guidance and tailored wealth management solutions. Our firm is dedicated to empowering clients to navigate their financial futures with confidence and clarity.Position Overview:As a Wealth...

Position Overview:The Senior Fund Accounting Consultant will be instrumental in supporting the Alternative Finance fund accounting division at PineBridge Investments. This role emphasizes the accurate and efficient management of financial data associated with secondary investment funds.Key Responsibilities:- Assist in the formulation and examination of NAV...

Senior Fund Accounting Consultant PineBridge Investments is a distinguished global asset management firm dedicated to active, high-conviction investment strategies. We leverage the collective expertise of our professionals across various disciplines and regions, fostering a collaborative culture aimed at identifying optimal investment opportunities. Our...

Senior Fund Accounting Consultant PineBridge Investments is a distinguished global asset management firm dedicated to active, high-conviction investment strategies. We leverage the collective expertise of our professionals across various disciplines, markets, and regions, fostering a collaborative culture aimed at uncovering optimal investment opportunities....

Senior Fund Accounting Consultant PineBridge Investments is a distinguished global asset management firm dedicated to active, high-conviction investment strategies. We leverage the collective expertise of our professionals across various disciplines and regions, fostering a collaborative culture aimed at uncovering the most effective investment ideas. Our...

Are you a motivated professional with a passion for entrepreneurship? If you are focused on building a successful career rather than merely holding a job, we invite you to explore opportunities with us at New Western. Our clientele consists of investors seeking to discover exceptional properties for their investment portfolios. To achieve your objectives as...

Job OverviewPeter Weidinger Ins Agency, Inc is seeking a dedicated and experienced Financial Services Consultant to join our team. The ideal candidate will possess a strong background in advanced life insurance sales and mutual fund distribution.This position involves the marketing, sales, and servicing of financial products tailored to meet customer needs....

Welcome We invite you to discover the exceptional culture, talented individuals, rewards, and opportunities that make Comerica Bank a unique workplace. Make your next career decision a confident one. QualificationsPosition QualificationsBachelor's Degree from an accredited institutionCompletion of a Commercial Credit Training Program7 years of experience in...

Position OverviewSalary: $75K - $150K DOEAbout UsTobias Financial Advisors, established in 1980, provides customized wealth management and financial advisory services for high-net-worth individuals and business proprietors. We focus on proactive tax strategies and navigating significant life changes. Our commitment to fiduciary duty and a collaborative...

Join Marcum Search as a Senior Family Office ConsultantMarcum LLP provides a rewarding career path complemented by outstanding benefits.Why Choose Marcum?At Marcum, we present a plethora of opportunities, competitive compensation, exceptional benefits, flexible work arrangements, and cutting-edge technology, all within a culture that appreciates your...

Position Overview: The Human Resources Generalist (HRG) plays a vital role in delivering comprehensive support to clients through virtual communication and in-person engagements. The HRG collaborates with Human Resources Account Managers (HRAM) and clients to offer HR assistance, follow up on service plans, and evaluate the organizational requirements of key...

OverviewAt Mariner Wealth Advisors, we are dedicated to providing exceptional wealth management services to our clients. We are seeking a highly skilled and experienced Senior Wealth Advisor to join our team.ResponsibilitiesDevelop and maintain strong relationships with high-net-worth clients, providing personalized wealth management advice and guidance.Lead...