- AON (Norwalk, CT)
- Aon is looking for a Senior Investment Consultant in Norwalk, CT. This position is within the US Investment Consulting's Client Service Team. The Client ... abilities, as well as internal equity and alignment with market data. The salary may also be adjusted based...#LI-BN1 #LI-HYBRID 2564126 Aon is looking for a Senior Investment Consultant in Norwalk, CT. This position… more
- Wells Fargo (St. Louis, MO)
- **About this role:** Wells Fargo is seeking a Lead Alternative Investment Consultant (Lead Wealth Investment Consultant ) in the Alternative Investments ... group as part of Wealth & Investment Management (WIM). Alternative Investment products include...their clients + Work closely with leadership in each market and across all channels within Wells Fargo's Wealth… more
- AON (Chicago, IL)
- Aon is looking for an Investment Consultant Analyst, Private Markets in Chicago, IL We are a leading global investment consulting firm with the primary ... abilities, as well as internal equity and alignment with market data. The salary may also be adjusted based...policies. #LI-BN1 #LI-HYBRID 2563555 Aon is looking for an Investment Consultant Analyst, Private Markets in Chicago,… more
- City National Bank (Houston, TX)
- * INVESTMENT CONSULTANT * WHAT IS THE OPPORTUNITY? Expand and deepen the network of Independent Financial Advisors, CPA's & attorneys referring clients to Rochdale ... including knowledge of investment techniques and asset allocation, investment research, capital market behaviors, and financial instruments generally… more
- Thrivent Financial (OH)
- **Must reside in Ohio or Michigan area The Regional Investment Consultant (RIC) is responsible for sales of Thrivent Mutual Funds, ETFs and Thrivent Managed ... Funds , ETFs and Thrivent Managed Portfolio's in client investment and retirement strategies. They achieve this by mastering...sales. Job Duties and Responsibilities + Drive sales and market share growth of Thrivent Mutual Funds, ETFs, and… more
- TD Bank (Boston, MA)
- …role. **Line of Business:** TD Wealth **Job Description:** The Private Client Investment Advisor II partners with Relationship Manager to provide comprehensive ... investment services including sophisticated investment products to...box to provide solutions to meet a variety of business/ market needs + Superior communication skills, both verbal and… more
- The Hartford (Wayne, PA)
- Internal Sales Consultant - 87SW5E We're determined to make a difference and are proud to be an insurance company that goes well beyond coverages and policies. ... and build positive relationships? If so, the Internal Advisor Consultant role at Hartford Funds might be the next...sales calls regarding Hartford Funds products as well as market knowledge through inbound and outbound communications. In this… more
- JPMorgan Chase (New York, NY)
- …engagement, product development and sales/retention strategy. As a Managing Director, Private Market Investment Specialist within JP Morgan Asset Management, you ... environment, where your skills and experience in raising capital for private market investment strategies will be highly valued. **Job Responsibilities** +… more
- Banco Popular Puerto Rico (San Juan, PR)
- …includes assessing financial needs, recommending suitable products and developing personalized investment strategies. The Financial Consultant must also ensure ... 9, 2025 Location: San Juan, PR Company: Popular Workplace Type: On-site Financial Consultant | Popular Securities Job Type Full Time Exempt General Description The… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …and each affiliate will be essential to the role. + Manage relationships with investment consultant research staff and field consultants. + Develop and execute a ... in asset management and at least 5 years of experience working in a consultant relations role for a multi-capability institutional investment management firm. +… more