Investment Consultant Jobs

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  • Investment Consulting Sr Consultant 2-Lincolnshire, ILAon Hewitt(Chicago, Illinois)

    Aon Hewitt is the global leader in human capital consulting and outsourcing solutions. The company partners with organizations to solve their most complex benefits, talent and related financial challenges, and improve business performance. Aon Hewitt designs, implements, communicates and administers a wide range of human capital, retirement, investment management, health care, compensation and tal...
    Full job description at Monster

    Posted Thu 20th March

  • Senior Investment ConsultantSource One Technical Solutions(Central, New Jersey)

    Source One Technical Solutions is a permanent placement and consulting services company and we're currently looking for a Senior Investment Consultant to work as a permanent employee for our direct client, an investment services company in Princeton, NJ. Our client brings together exceptional intellectual capital and a highly collaborative environment with leading edge tools to creatively address ...
    Full job description at Monster

    Posted Yesterday

  • Alternative Investment Accounting ConsultantTiger Information Systems Inc(New York City, New York)

    Alternative Investment Accounting Consultant Our client is a premier financial services institution that provides a wide range of services worldwide to a substantial and diversified client base that includes corporations, financial institutions, governments and high-net-worth individuals. Overview The HedgeForum platform is an access platform as well as the proprietary fund of funds (FOF’s) are tw...
    Full job description at Monster

    Posted Today

  • Licensed Investment Sales Assistant For Ventura County Credit UnionCUSO Financial Services, L.P.(Ventura County, California)

    Join a Winning Team at Ventura County Credit Union! Established as a primary financial institution in Ventura County for over 60 years, Ventura County Credit Union is a financially strong and growing organization. As the largest credit union headquartered in Ventura County, VCCU has offices in Ventura, Oxnard, Camarillo, Thousand Oaks, and Simi Valley. At VCCU, we are committed to excellent member...
    Full job description at Monster

    Posted Fri 28th March

  • Licensed Investment Sales Assistant / Sales Coordinator For Westamerica BankSorrento Pacific Financial, LLC(Oakland/East Bay, California)

    Join a winning team at Westamerica Bank! Westamerica Bank has $4.7 billion in assets, and is the 7th largest commercial bank headquartered in California. Westamerica Bancorporation operates as a holding company for Westamerica Bank, a regional community bank with over 90 branches and 2 trust offices in 21 Northern and Central California counties. To learn more about Westamerica Bank, go to www.wes...
    Full job description at Monster

    Posted Fri 28th March

  • Compliance Analyst (Brokerage And Investment Advisory)My Headhunter LLC(St. Louis, Missouri)

    Compliance Consultant (Brokerage and Investment Advisory) $55,000 - $65000 St Louis, MO, USA Consultants should have or be willing to obtain NASD Series 7. Advanced degree (MBA) or certification (CPA, CIA, CFP, CFA) is preferred. This Compliance Consultant (CC) provides supports to the team lead in the planning and execution of a testing program over various areas within the brokerage and investme...
    Full job description at Monster

    Posted Thu 3rd April

  • Senior Investment Accountant ($100,000 - $125,000 + 15% Bonus + Relocation)Permanent Placement(Orange County, California)

    Senior Investment Accountant ($100,000 - $125,000 + 15% Bonus + Relocation) The Martins Investment Group (www.​martins-ig.​com) is a permanent placement firm.​ Each of our skilled recruiters possess over ten years of corporate practice coupled with recruiting expertise within a professional setting and will strategize with you to identify top opportunities for your career.​ We pride ourselves with...
    Full job description at Monster

    Posted Mon 7th April

  • Investment Services AnalystPrologis(Denver, Colorado)

    Prologis is the leading owner, operator and developer of industrial logistics real estate across the Americas, Europe and Asia. We create value by developing and managing a world-class portfolio of high-quality logistics and distribution facilities, serving customers and investors as an integral part of the global supply chain. Prologis is seeking a Investment Services Analyst in our Denver, Color...
    Full job description at Monster

    Posted Mon 31st March

  • Accounting Manager - Investment Treasury - SEC And Fund Reporting Experience Preferred. CPA PreferreT.RowePrice(Baltimore, Maryland)

    PRIMARY PURPOSE OF THE POSITION Working under the direction of a Lead Manager, the Accounting Manager provides subject matter expertise and policy support in accounting, reporting and other treasury matters affecting all TRP-managed investment products (i.e., ’40 Act mutual funds, trusts, partnerships, Luxembourg-based products, and 529 plans). This position works with the Lead Managers to establi...
    Full job description at Monster

    Posted Tue 8th April

  • Financial Sales - Investment CounselorDavid Lerner Associates(Ft. Lauderdale, Florida)

    THINKING OF CHANGING CAREERS? Investment Counselors meet with prospective clients before they invest. It is critical they get to know client’s needs, objectives and their risk tolerance. We carefully structure our investors’ portfolios using investments, some of which are proprietary, based on real value and frequently pay dividends and interest. We believe we have an obligation to guide our inves...
    Full job description at Monster

    Posted Fri 11th April

  • RFP Writer- Investment ManagementCareer Connections(New York City, New York)

    Our client, a global Invesment Manager with US Headquarters offices in Midtown Manhattan, seeks an experienced professional to focus on supporting the Institutional Sales effort including work on RFP documents, consultant questionnaires and other important communication with clients and prospects. Position Overview The Product & Sales Analyst will work in a team with 4 other professionals that per...
    Full job description at Monster

    Posted 2 days ago

  • Financial Sales - Investment CounselorDavid Lerner Associates(Long Island, New York)

    THINKING OF CHANGING CAREERS? Please join us at our next Career Seminar on Thursday, April 24th, 2014 at 6:30pm at our Syosset Branch Office 477 Jericho Turnpike, Syosset, NY 11791 We are expanding and looking for people to train as investment counselors. Investment Counselors meet with prospective clients before they invest. It is critical they get to know a client’s needs, objectives and their r...
    Full job description at Monster

    Posted Fri 11th April

  • North America Investment Services Inc.North America Investment Services Inc(Los Angeles, California)

    Immigration Info Consultant and Real Estate Investment Consultant The North America Investment Services Inc (NAIS) is an international commercial enterprise specialized in the business of information consultant services on on immigration, investments, real estate investment, travel and restaurant industry, etc. For the further development of the company, hope you join in sincerely, and develop joi...
    Full job description at Monster

    Posted Mon 24th March

  • Licensed Investment Sales Assistant - 1st United Services Credit UnionCUSO Financial Services, L.P.(Oakland/East Bay, California)

    Join a winning team at 1st United Services Credit Union! CUSO Financial Services, L.P. (CFS) offers credit union members full-service financial planning and investment advice. CFS is a broker/dealer and RIA with a stable, 17 year track record of serving the investment needs of credit unions and their members. CUSO Financial Services, L. P. is growing, and adding a Licensed Investment Sales Assista...
    Full job description at Monster

    Posted Yesterday

  • FL Financial Sales - Investment CounselorDavid Lerner Associates(Ft. Lauderdale, Florida)

    THINKING OF CHANGING CAREERS? Please join us at our next Career Seminar on Wednesday, April 23rd, 2014 at 6:30pm at The Hilton Garden Inn in Boca Raton, FL We are expanding and looking for people to train as investment counselors. Investment Counselors meet with prospective clients before they invest. It is critical they get to know a client’s needs, objectives and their risk tolerance. We careful...
    Full job description at Monster

    Posted Today

  • Financial Sales - Investment CounselorDavid Lerner Associates(Stamford, Connecticut)

    Please join us at our next Career Seminar on Wednesday, April 23rd, 2014 at 6:30pm at our Westport Branch Office 1221 Post Road East, Westport, CT 06880 We are expanding and looking for people to train as investment counselors. Investment Counselors meet with prospective clients before they invest. It is critical they get to know a client’s needs, objectives and their risk tolerance. We carefully ...
    Full job description at Monster

    Posted Fri 11th April

  • Financial Sales - Investment CounselorDavid Lerner Associates(Westchester, New York)

    THINKING OF CHANGING CAREERS? We are expanding and looking for people to train as investment counselors. Investment Counselors meet with prospective clients before they invest. It is critical they get to know a client’s needs, objectives and their risk tolerance. We carefully structure our investors’ portfolios using investments, some of which are proprietary, based on real value and frequently pa...
    Full job description at Monster

    Posted Fri 11th April

  • Financial Sales - Investment CounselorDavid Lerner Associates(Central, New Jersey)

    THINKING OF CHANGING CAREERS? We are expanding and looking for people to train as investment counselors. Investment Counselors meet with prospective clients before they invest. It is critical they get to know a client’s needs, objectives and their risk tolerance. We carefully structure our investors’ portfolios using investments, some of which are proprietary, based on real value and frequently pa...
    Full job description at Monster

    Posted Fri 11th April

  • Financial Sales - Investment CounselorDavid Lerner Associates(Northern, New Jersey)

    THINKING OF CHANGING CAREERS? We are expanding and looking for people to train as investment counselors. Investment Counselors meet with prospective clients before they invest. It is critical they get to know a client’s needs, objectives and their risk tolerance. We carefully structure our investors’ portfolios using investments, some of which are proprietary, based on real value and frequently pa...
    Full job description at Monster

    Posted Fri 11th April

  • Investment Performance AnalystLarry Thompson & Associates, Inc.(Dallas, Texas)

    LARRY THOMPSON & ASSOCIATES (LT&A) is a rapidly growing investment management consulting firm focused primarily on the institutional marketplace. We have an immediate opening for an Investment Performance Analyst. Primary responsibilities will include calculation of investment fund performance, handling monthly/quarterly client reporting and ongoing monitoring of client portfolio performance. Seco...
    Full job description at Monster

    Posted Thu 20th February

Investment Consultant Job Search Tip

Consultants should be knowledgeable in a specific subject area, but two of the biggest categories in the consulting industry are financial consultants or planners, and nutritional consultants or dieticians. In today's fast-paced lifestyle, convenience and personal attention are highly valued. Custom tailored programs by financial consultants can maximize the value of your assets and help you reach financial goals. Nutrition consultants can tailor diet plans to your body type and teach healthy eating habits. Both services can be offered through large companies or by self-employed individuals. In both industries, specialization or higher training can yield more positive employment results or opportunities.

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