- Fidelity Investments (Providence, RI)
- Job Description: Investment Consultant You joined the financial services industry to make a difference in the lives of your clients. At Fidelity, we have a ... clients. The Purpose of Your Role Working in our Investor Center, you will develop customized financial plans through...focus to remain where it matters most: providing investment solutions and growing relationships with a dedicated local advisor.… more
- Fidelity Investments (Sunnyvale, CA)
- Job Description: Investment Consultant You joined the financial services industry to make a difference in the lives of your clients. At Fidelity, we have a ... clients. The Purpose of Your Role Working in our Investor Center, you will develop customized financial plans through...focus to remain where it matters most: providing investment solutions and growing relationships with a dedicated local advisor.… more
- Fidelity Investments (Berkeley, CA)
- Job Description: Financial Consultant If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and ... clients. The Purpose of Your Role Working in our Investor Center, you will engage face-to-face with your customers,...Previous success in building relationships, uncovering needs and recommending solutions FINRA Series 7 & 63 licensed; Series 65… more
- Voya Financial, Inc. (Boston, MA)
- …through regular outreach and direct the customer relationship utilizing other Investor Channel roles for support. Please Note: Candidates must be located ... Customer Focused : Passionate drive to delight our customers and offer unique solutions that deliver on their expectations. Critical Thinking : Thoughtful process of… more
- Brookfield Asset Management, Inc. (New York, NY)
- …etc.) and coordinating client calls, meetings, asset tours, on-sites to advance investor due diligence processes. The role is principally focused on working with ... IDD / ODD presentations, etc. Working closely with stakeholders to respond to investor diligence requests, especially the investor relations team and investment… more
- Cordia Resources by Cherry Bekaert (Washington, DC)
- …and helping our clients grow. We offer Direct Hire and Temporary staffing solutions (with "best - in-class" Consultant Care programs), multi - project ... annual and quarterly financial statements and workbooks for EIP-managed funds. *Handle investor requests and collaborate with the investor relations team during… more
- Project Management Advisors (Chicago, IL)
- …including development management, project management, program management and investor representation. Recognized among the commercial real estate industry's ... *You initiate and manage the procurement of design, construction, and consultant services *You responsibly draft, review, communicate, negotiate, and enforce… more
- Janus Henderson Investors (Denver, CO)
- …differentiated consultative service to shareholders by means of tailored advice solutions factoring in their individual objectives, time horizons, tax exposure, risk ... Resolve problems and correct complex errors identified by the investor or representative + Meet & exceed productivity and...matters, retirement vehicles, product set and JHI asset allocation solutions within 6 months of hire or assumption of… more
- AON (Chicago, IL)
- Job Title: Senior Consultant , Executive and Board Advisory Aon is in the business of better decisions At Aon, we shape decisions for the better to protect and enrich ... What the day will look like Aon Consulting, Inc. seeks a Senior Consultant , Executive and Board Advisory reporting to headquarters in Chicago, Illinois to provide… more
- Fiserv (Frisco, TX)
- …come make a difference at Fiserv. **Job Title** DNA PS Implementation Support, Consultant **What does a successful DNA PS Implementation Consultant - Lending ... with training, workflow assessment, and implementation of DNA core solutions . You will also provide support and custom configuration...& Escrow Servicing. + 2+ years of experience in Investor /Participation Lending. + 2+ years of experience in Back… more
