Investment Consultant

Your Opportunity At Charles Schwab, you are empowered to influence your career trajectory. Here, innovative thinking meets creative problem-solving, allowing us to reshape the finance industry collaboratively. This role is integral to the Branch Network, primarily tasked with delivering Wealth Management services to individuals and families to fulfill...

Why Choose MITRE?At MITRE, we believe in the balance between meaningful work and a fulfilling life. Our team is dedicated to addressing our nation's most pressing challenges while ensuring the long-term well-being of our employees.As a not-for-profit organization, MITRE operates without commercial conflicts, focusing solely on the public interest. Our R&D...

Job OverviewConcord Group Insurance is in search of a driven and skilled Business Systems Analyst (BSA) to become a part of our IT team. In this position, you will collaborate with a group of technology-oriented BSAs who are essential in steering strategic software development and database initiatives critical to the organization's success. The ideal...

Job OverviewThe primary role involves delivering precise and efficient specifications and documentation for computer applications that support various business sectors within the organization. This position demands advanced analytical and documentation capabilities in business analysis, training, implementation, and project management. The analyst will...

Why Choose MITRE?At MITRE, we believe in the balance between impactful work and a rewarding life. Our team is dedicated to addressing some of the most pressing challenges facing our nation, while we prioritize the long-term welfare of our employees.As a unique not-for-profit organization, MITRE operates without commercial conflicts, focusing solely on the...

Position OverviewThe Financial Advisor plays a crucial role in delivering comprehensive financial planning, investment guidance, and asset management tailored to meet the diverse needs of both individual and business clients. This position involves evaluating clients' investment portfolios and financial goals to provide strategic advice aimed at achieving...

Position OverviewThe Financial Advisor plays a crucial role in delivering financial strategies, investment guidance, and planning services tailored to meet the diverse needs of both individual and business clients. This position involves evaluating clients' investment portfolios and financial goals, offering expert advice to help them achieve their financial...

Position Type: RegularYour opportunityAt Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together. Our branch network is part of the broader Investor Services organization and is primarily responsible for...

About the RoleFidelity TalentSource LLC is seeking a highly skilled Investment Consultant to join our team. 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 Investment Strategies: Work with clients to...

Job OverviewAbout SideRampSideRamp is dedicated to providing professionals with access to flexible, part-time opportunities within the gig economy. Our platform streamlines the process of finding and managing high-quality freelance and part-time work.We are currently looking for a skilled Investment Consultant for part-time, project-based roles. In this...

Job OverviewA proficient Investment Consultant at Dynamic Wealth Strategies Inc. is meticulous, possesses outstanding communication abilities, and has a solid background in financial advisory, asset management, and insurance solutions. The ideal candidate will have a minimum of 3 years of relevant experience and a proven track record in client engagement. A...

Overview The Investment Consultant is responsible for managing and advising client portfolios. Key duties include developing and reviewing asset allocation strategies, overseeing portfolio management, maintaining client communication, reconciling performance metrics, and providing comprehensive financial planning services. A critical aspect of this role...

Position OverviewAs a Financial Consultant at Apple Bank, you will play a pivotal role in delivering non-deposit investment solutions within a banking framework. This position demands a proactive individual who is driven by sales and committed to exceptional customer service, fostering strong relationships with both branch staff and clients.Key...

Company OverviewBTG Pactual Timberland Investment Group ("TIG") stands as a prominent entity in the realm of timberland investment management, overseeing assets totaling US$ 7.1 billion across nearly 3 million acres in both the United States and Latin America.Position SummaryTIG is in search of an Analyst to contribute to its Client Solutions division...

Company OverviewBTG Pactual Timberland Investment Group ("TIG") stands as a leading entity in timberland investment management globally, overseeing assets and commitments totaling US$ 7.1 billion across nearly 3 million acres in the United States and Latin America.Position SummaryTIG is in search of an Analyst to enhance its Client Solutions team based in...

Company OverviewBTG Pactual Timberland Investment Group ("TIG") stands as a leading entity in the timberland investment management sector, overseeing assets and commitments totaling US$ 7.1 billion across nearly 3 million acres in both the United States and Latin America.Position SummaryTIG is on the lookout for an Analyst to enhance its Client Solutions...

Job Overview: In this role, you will cultivate meaningful connections with clients, emphasizing the importance of personal relationships over mere transactions. As a Wealth Management Planning Consultant, your primary objective is to foster strong, trust-based interactions with clients.Key Qualifications:Possession of FINRA Series 7 & 63 licenses; Series 65...

Job SummaryThe Senior RFP Specialist is a key member of the Virtus Investment Partners team, responsible for preparing responses to institutional and retail RFPs and due diligence questionnaires. This role requires strong communication and organizational skills, as well as the ability to work under tight deadlines.Key ResponsibilitiesResponse Preparation:...

About the RoleWe are seeking a highly skilled Investment Accounting Consultant to join our team at MassMutual. As a key member of our Financial Controllership Team, you will play a critical role in shaping the future of our organization and supporting the growth and analysis within the Investment Controllership team.Key ResponsibilitiesAnalyze and prepare...

Job DescriptionJob DescriptionAbout SideRampSideRamp allows professionals to engage with part-time opportunities in the gig economy, offering a centralized platform that manages high-quality, flexible side gigs. We focus on connecting our users to various freelance and part-time work—from discovering opportunities to streamlining the application process....

Position OverviewAs a key member of our team at Apple Bank, the Financial Consultant plays a vital role in promoting non-deposit investment solutions within our banking environment. This position is designed for a dynamic individual who thrives in a sales-driven atmosphere and is committed to delivering exceptional service to our clients.Key...

Position OverviewAs a Financial Consultant at Apple Bank, you will play a pivotal role in promoting non-deposit investment solutions within a banking framework. The ideal candidate will be driven to achieve sales targets, which will be evaluated on a regular basis. This role demands a proactive individual who is not only sales-oriented but also committed to...

Investment Specialist / Senior Investment Specialist - Infrastructure The Multilateral Cooperation Center for Development Finance (MCDF) is a multilateral initiative designed to promote high-quality connectivity and infrastructure investments in developing countries through partnerships. MCDF works in the sectors of transport, energy, ICT and cross-border...

**About Us**Mercer, a leading provider of investment consulting, plan design, and record keeper benchmarking services, is a part of Marsh & McLennan Companies, a global professional services firm.We have over $2.5 trillion in DC assets under advice and offer a range of services, including delegated (OCIO) services.**Key Responsibilities**Develop and...

Job DescriptionJob DescriptionDescription:About the companyAlumni Ventures (AV) is a network-powered venture capital firm that has raised more than $1B, holds a rapidly growing portfolio of over 1,000 venture-backed companies, and counts 600,000+ community members and subscribers across its funds. Alumni Ventures is consistently recognized as one of the most...