Investment Consultant Jobs

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  • Investment ConsultantCalamos Investments(Chicago South, Illinois)

    The Investment Consultant is responsible for creating an increased phone presence in the assigned region that complement the sales activities of that territory’s VP, Investment Consultant (external wholesaler). This position is also responsible for developing strategies to better expand Calamos’ coverage within the respective territory. Principal Accountabilities: Meets sales goals as defined by S...
    Full job description at Monster

    Posted Mon 16th June

  • SAP IM Investment Management ConsultantB4 Consulting(San Antonio, Texas)

    Job description: Senior Consultant – Investment Management Experienced, eager, and motivated consulting professional with SAP Investment Management background is needed to join our consulting team. You must be a problem-solver with outstanding communication and technical skills as you will have the opportunities to lead customer projects. Job Responsibilities • Collaborate with business users in t...
    Full job description at Monster

    Posted Fri 23rd May

  • Investment Consultant $60K-$70KAccess Staffing(New Haven, Connecticut)

    Investment Consultant $60k - $70k New Haven, CT This Premier leader of Investment Management and Brokerage services seeks an exceptional Investment Consultant to join their Retail branch network sales team.In this role, you will have an opportunity to develop strong relationships with your assigned client base by offering a wide range of financial products and services through lead utilization, re...
    Full job description at Monster

    Posted Thu 26th June

  • Investment Sales Assistant For Westamerica BankSorrento Pacific Financial, LLC(Marin County/North Bay, California)

    Join a winning team at Westamerica Bank! Sorrento Pacific Financial, LLC (SPF) is an Independent broker/dealer offering customers full-service financial planning and investment advice. SPF is growing, and has an Investment Sales Assistant position available in Napa, CA! As an Investment Sales Assistant you become part of the bank environment providing support to a Financial Advisor and helping to ...
    Full job description at Monster

    Posted Tue 1st July

  • Investment Compliance SpecialistInternational Financial Group(Chicago, Illinois)

    Our client, a leading proprietary trading firm located downtown Chicago is looking for an Investment Compliance Specialist Consultant for a long-term consulting project. The Consultant would develop, implement, and administer an effective firm wide compliance program. Responsibilities: · Compliance reviews as well as maintaining and implementing the necessary and diverse compliance policies and pr...
    Full job description at Monster

    Posted Mon 14th July

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

    Career Seminar Wednesday, July 23, 2014 at 6:30pm Hilton Garden Inn located at 8201 Congress Avenue, Boca Raton, FL 33487 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 s...
    Full job description at Monster

    Posted Fri 18th July

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

    Career Seminar Tuesday, August 12, 2014 at 6:30pm Syosset Branch Office located at 477 Jericho Turnpike, Syosset, NY 11791 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 ...
    Full job description at Monster

    Posted Fri 18th July

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

    Career Seminar Wednesday, July 30, 2014 at 6:30pm Teaneck Branch Office located at the Atrium at Glenpointe, 400 Frank W. Burr Boulevard Teaneck, NJ 07666 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 the...
    Full job description at Monster

    Posted Fri 18th July

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

    Career Seminar Monday, June 30th, 2014 at 6:30pm Princeton Branch Office located at 221 Rockingham Row, Princeton Forrestal Village, Princeton, NJ 08540 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...
    Full job description at Monster

    Posted Fri 18th July

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

    Career Seminar Thursday, August 7, 2014 at 6:30pm White Plains Branch Office located at 599 West Hartsdale Avenue, White Plains, NY 10607 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...
    Full job description at Monster

    Posted Fri 18th July

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

    Career Seminar Thursday, July 17, 2014 at 6:30pm Westport Branch Office located at 1221 Post Road East, Westport, CT 06880 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 ...
    Full job description at Monster

    Posted Fri 18th July

  • Investment Management Consulting Database AnalystWilliam Blair & Company(Chicago, Illinois)

    Responsibilities Continually monitor and update external consultant and independent database providers and supply similar data to RFP writers to ensure consistency within proposals. Work closely with the senior database analyst in responding to portfolio management, sales, and investment performance analysis staff to assemble responses to requests for clients and prospects Provide analytical suppo...
    Full job description at Monster

    Posted Fri 18th July

  • Investment Vice President, Liability Driven Strategies-LIA00006Prudential Insurance(Northern, New Jersey)

    Description: Prudential Fixed Income is a premier provider of custom liability driven portfolio solutions to the largest defined benefit plans in the U.S. This position will support the Managing Director, Insurance & Liability Driven Strategies in research, creation and communication of novel solutions. Responsibilities include: Extensive contact with clients (plan sponsors and consultants) Workin...
    Full job description at Monster

    Posted Fri 6th June

  • Retirement Investment SpecialistSchoolsFirst Federal Credit Union(Orange County, California)

    For more than 80 years, SchoolsFirst Federal Credit Union has remained rooted in the philosophy of “people helping people.” Today, SchoolsFirst FCU is the nation’s largest educational credit union, with more than 500,000 Members, $9.8 billion in assets, and 40 service locations in Southern California. Originally based in Orange County, the credit union now operates in 10 counties throughout Southe...
    Full job description at Monster

    Posted Tue 8th July

  • Investment RepresentativeVerticalHire(Washington/Metro, District of Columbia)

    Join a dynamic team and have an opportunity to earn a substantial six figure income, have access to a wide array of products and services plus best-in-class technology, benefit from your existing book of business, and work in an affluent government credit union having over 66,000 members with $1.5 billion in assets. Plus, qualified candidates will receive a signing bonus! In addition, the credit u...
    Full job description at Monster

    Posted Mon 14th July

  • Investment RepresentativeVerticalHire(East/Sioux Falls, South Dakota)

    Join our team and have an opportunity to earn a substantial six figure income, have access to a wide array of products and services plus best-in-class technology, benefit from your existing book of business, and work in an affluent government credit union having a large member base. Plus, a signing bonus to qualified candidates! In addition, the credit union pays for your expenses, i.e., E & O, ph...
    Full job description at Monster

    Posted Mon 23rd June

  • Sr. Consultant - Program/Project ManagementAmerican International Group(Houston, Texas)

    Position Description Senior Consultant, Program/Project Management With roots dating back over 160 years, AIG Life and Retirement is keenly focused on our mission: to be the premier provider of protection, investment and income solutions needed for financial and retirement security. At AIG Life and Retirement we believe that our success depends on a world class team with diverse and unequaled expe...
    Full job description at Monster

    Posted Fri 23rd May

  • Talent Acquisition Consultant - ChicagoAmerican International Group(Chicago, Illinois)

    Position Description VALIC, a member company of American International Group, Inc. (AIG), specializes in retirement savings and investment products and services, including individual variable and fixed annuities, group retirement products, mutual funds, financial planning and investment advisory services and guaranteed investment contracts. We serve seven million customers through our vast distrib...
    Full job description at Monster

    Posted Mon 26th May

  • Consultant - Application DevelopmentAmerican International Group(Houston, Texas)

    Position Description Consultant – Application Development With roots dating back over 160 years, AIG Life and Retirement is keenly focused on our mission: to be the premier provider of protection, investment and income solutions needed for financial and retirement security. At AIG Life and Retirement we believe that our success depends on a world class team with diverse and unequaled expertise. We...
    Full job description at Monster

    Posted Fri 30th May

  • Senior Consultant - Business Systems AnalysisAmerican International Group(St. Paul, Minnesota)

    Position Description Senior Consultant – Business Systems Analysis With roots dating back over 160 years, AIG Life and Retirement is keenly focused on our mission: to be the premier provider of protection, investment and income solutions needed for financial and retirement security. At AIG Life and Retirement we believe that our success depends on a world class team with diverse and unequaled expe...
    Full job description at Monster

    Posted Tue 10th June

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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