Investment Consultant Jobs in USA

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Investment Consultant

Global X Etfs

profile Newark - USA

Global X Management Company LLC (Global X) is seeking a highly motivated professional to join our Internal Consulting Group located in Newark NJ to serve as an integral part of an elite team of investment professionals. The team is responsible for the development and management of lasting relationsh...

17 days ago
Full Time

Senior Consultant, Investment Risk & Analytical Se...

Northern Trust

profile Chicago - USA

About Northern TrustAs a global leader in innovative wealth management asset servicing asset management and banking services Northern Trust (Nasdaq: NTRS) is proud to guide the worlds most successful individuals families corporations and institutions. Since 1889 we have aligned our efforts with our...

17 days ago
Full Time

Investment Consultant Coo

Morgan Stanley

profile Newport Beach - USA

POSITION SUMMARY:The Team COO is a senior level position that serves as a lead coordinator for a Financial Advisors / Private Wealth Advisor Team. As part of the sales organization this role oversees and orchestrates all business operations and execution for the team. The Team COO will be responsibl...

22 days ago
Full Time

Private Wealth Management Investment Consultant

Morgan Stanley

profile Morristown - USA

POSITION SUMMARY:The Investment Consultant - Wealth Planning Specialist is a senior level resource available to FA/PWA team that is responsible for the development maintenance and oversight of financial plans for the teams clients in addition to specializing in the sale of annuities and insurance so...

22 days ago
Full Time

Investment Consultant Hybrid (north Bethesda, Md)

Onedigital

profile Bethesda - USA

When you ask people what gives them peace of mind to live their best life having a sense of financial security is usually at the top of the list. Our financial services include employer-based benefits like retirement planning so employers can help their people plan for a comfortable life after they...

22 days ago
Full Time

Sr. Consultant Investment Performance Attribution

Northern Trust

profile Stamford - USA

About Northern TrustAs a global leader in innovative wealth management asset servicing asset management and banking services Northern Trust (Nasdaq: NTRS) is proud to guide the worlds most successful individuals families corporations and institutions. Since 1889 we have aligned our efforts with our...

22 days ago
Full Time

Financial Consultant, Truist Investment Services, ...

Truist Bank

profile Clearwater - USA

The position is described below. If you want to apply click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application youll be invited to create a profile which will let you see your application status and any communications. If you already have...

22 days ago
Full Time

Regional Vice President, Community (new Jersey)

Mercer Advisors

profile Morristown - USA

Why Work at Mercer AdvisorsFor more than 40 years Mercer Advisors has been helping families amplify and simplify their financial lives by integrating financial planning investment management business management tax estate insurance and more all managed by a single team. We deliver the kind of compre...

22 days ago
Full Time

Wealth Advisor (upstate New York)

Mercer Advisors

profile Rochester - USA

Why Work at Mercer AdvisorsFor more than 40 years Mercer Advisors has been helping families amplify and simplify their financial lives by integrating financial planning investment management business management tax estate insurance and more all managed by a single team. We deliver the kind of compre...

22 days ago
Advisor

Investment Consultant, Endowment & Foundations

Marsh Mclennan

profile Philadelphia - USA

Company:MercerDescription:We are seeking a talented individual to join our Wealth Investment team at Mercer.This role will be based in King of Prussia or Philadelphia PA. This is a hybrid role that has a requirement of working at least three days a week in the office.This is a client-facing Investme...

23 days ago
Full Time

Senior Pension Investment Advisor

City Of New York

profile New York City - USA

NYC Department of Finance (DOF) is responsible for administering the tax revenue laws of the city fairly efficiently and transparently to instill public confidence and encourage compliance while providing exceptional customer service.DOFs Mayors Office of Pensions and Investments (MOPI) advises the...

24 days ago
Full Time

Investment Consultant Relationship Manager

Morgan Stanley

profile Menlo Park - USA

POSITION SUMMARY:The Investment Consultant - Relationship Manager on a FA/PWA team is responsible for the development maintenance and oversight of relationships with new and existing clients. The Relationship Manager combines personal skills with all the resources of Morgan Stanley Smith Barney for...

24 days ago
Full Time

Private Wealth Management Investment Consultant Te...

Morgan Stanley

profile Beverly Hills - USA

Job DescriptionInvestment Consultant Team Chief Operating Officer (COO)POSITION SUMMARY:The Team COO is a senior level position that serves as a lead coordinator for a Financial Advisor / Private Wealth Advisor Team. As part of the sales organization this role oversees and orchestrates all business...

24 days ago
Full Time

Senior Investment Consultant

Marsh Mclennan

profile Los Angeles - USA

Company:MercerDescription:We are seeking a talented individual to join ourWealth atMercer a Marsh business. This role will be based inDenver Irvine Los Angeles Phoenix San Francisco or Seattle. This is a hybrid role that has a requirement of working at least three days a week in the office.As an Inv...

27 days ago
Full Time

Senior Investment Consultant

Marsh Mclennan

profile Los Angeles - USA

Company:MercerDescription:We are seeking a talented individual to join ourWealth atMercer a Marsh business. This role will be based inDenver Irvine Los Angeles Phoenix San Francisco or Seattle. This is a hybrid role that has a requirement of working at least three days a week in the office.As an Inv...

27 days ago
Full Time

Consultant, Ss&c Genesis Advent Investment Suite

Ss&c

profile New York City - USA

As a leading financial services and healthcare technology company based on revenue SS&C is headquartered in Windsor Connecticut and has 27000 employees in 35 countries. Some 20000 financial services and healthcare organizations from the worlds largest companies to small and mid-market firms rely on...

28 days ago
Full Time

Investment Officer

Lauterbach & Amen

profile Peoria - USA

CAREER OPPORTUNITYJob Title: Investment OfficerLocation: Peoria IL (preferred)About IPOPIFThe Illinois Police Officers Pension Investment Fund (IPOPIF or Fund) is a public pension investment fund responsible for consolidating managing and investing the assets of 357 participating police pensions fun...

29 days ago
Full Time

Regional Vice President, Channel (houston, Tx)

Mercer Advisors

profile Houston - USA

Why Work at Mercer AdvisorsFor more than 40 years Mercer Advisors has been helping families amplify and simplify their financial lives by integrating financial planning investment management business management tax estate insurance and more all managed by a single team. We deliver the kind of compre...

30+ days ago
Full Time

Regional Vice President, Channel (houston, Tx)

Mercer Advisors

profile Houston - USA

Why Work at Mercer AdvisorsFor more than 40 years Mercer Advisors has been helping families amplify and simplify their financial lives by integrating financial planning investment management business management tax estate insurance and more all managed by a single team. We deliver the kind of compre...

30+ days ago
Full Time

Financial Consultant, Truist Investment Services, ...

Truist Bank

profile Lakeland - USA

The position is described below. If you want to apply click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application youll be invited to create a profile which will let you see your application status and any communications. If you already have...

30+ days ago
Full Time