Investment Strategy 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...

Investment Consultant New York Life & NYLIFE Securities is seeking a dedicated professional to join our team as an Investment Consultant within a prestigious Fortune 100 organization. Advantages of the Investment Consultant RoleW2 employment with a comprehensive allowance. 401(k) retirement plan Defined Pension Plan Health coverage Life insurance benefits...

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...

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...

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...

Position Overview: We are looking for a skilled Acquisitions Analyst to contribute to our investment strategies.Key Responsibilities:• Cultivate a strong investment pipeline, adhering to established acquisition criteria.• Evaluate, analyze, and underwrite potential acquisition opportunities.• Develop financial models for potential investments.•...

We're AutoNation - the biggest and most renowned automotive retailer in America, and a proud member of the Fortune 150. But that's just the beginning. We're in the midst of an incredible multi-year digital transformation that's set to revolutionize the industry. At AutoNation, we're not just interested in keeping up with the times - we're dedicated to...

Job SummaryFifth Third Bank, N.A. is seeking a highly motivated and experienced Investment Executive to join our team. As an Investment Executive, you will be responsible for driving sales growth and providing exceptional client service to our customers.Key ResponsibilitiesDevelop and execute sales strategies to achieve targeted securities fee income...

Position OverviewYour Leadership Matters. We Support Your Journey.At American Express, we empower individuals and organizations to achieve remarkable progress. By becoming part of our diverse and global team, you will find a community dedicated to supporting each other, our customers, and the broader community. Here, you will have the opportunity to grow and...

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 OverviewEmpower Your Career with American ExpressAt American Express, we believe in the potential of our people and the businesses we support. As a member of our diverse and inclusive workforce, you will have the opportunity to shape your career path while contributing to our mission of delivering exceptional service to our customers and...

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...

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...

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...

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 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 knowledgeable Financial Professional to guide our clients in crafting and executing strategies tailored to their financial aspirations. The successful candidate will possess a Bachelor's degree in finance or business, demonstrate a history of fostering successful and enduring advisory relationships, and exhibit exceptional...

Are you ready to make a significant impact in a dynamic organization that prioritizes its stakeholders? Paradox Marketing, a prominent Business Consulting and Management Firm, is on the lookout for a skilled Business Management Consultant to drive profitability and enhance operational effectiveness. We seek enthusiastic leaders who embrace challenges and...

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...