- US Bank (Gresham, OR)
- …appropriate, which is a key performance measure of the role. The Investment Consultant uses strong analytical skills to assess client needs and works to ... you thrive at every stage of your career. Try new things, learn new skills and discover... client relationships in a team-based model. The Investment Consultant will also be expected to… more
- Bank of America (Pennington, NJ)
- Divisional Managed Investment Consultant Analyst Pennington, New Jersey;Jersey City, New Jersey **To proceed with your application, you must be at least ... make an impact. Join us! **Description:** The Divisional Managed Investment Consultant Analyst will support Financial Advisors...platforms to optimize usage of IAP to help meet client needs and add scale and efficiency to advisor… more
- Bank of America (Pennington, NJ)
- Investment Consultant II - Merrill Premium Pennington, New Jersey **To proceed with your application, you must be at least 18 years of age.** Acknowledge ... result in disciplinary action up to and including termination. The registered Investment Consultant II demonstrates knowledge of investments and financial… more
- Regions Bank (Birmingham, AL)
- …careers section of the system. **Job Description:** At Highland Associates, the Associate Investment Consultant plays a key supporting role in delivering a high ... standard of client service, developing customized investment solutions and...and guidance of Consultants and Senior Consultants. The Associate Consultant helps the firm develop and acquire new… more
- City National Bank (Beverly Hills, CA)
- * INVESTMENT CONSULTANT * WHAT IS THE OPPORTUNITY? Expand...in the role is based on the acquisition of new assets under management. WHAT WILL YOU DO? * Develop ... net worth investors who have expressed an interest in CNR investment services. Develops "partnering" relationships with Independent Financial Advisor, accounting… more
- T. Rowe Price (New York, NY)
- …difference in ways that matter to you . Role Summary The Alternative Investment Internal Consultant partners with external sales professionals to develop ... sales targets and territory goals alongside external counterparts. As an Alternative Investment Internal Consultant for Global Alternatives, you will support the… 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 ... to position Thrivent Mutual Funds , ETFs and Thrivent Managed Portfolio's in client investment and retirement strategies. They achieve this by mastering and… more
- T. Rowe Price (Baltimore, MD)
- …efficient problem resolution, contract and operational compliance, and risk mitigation. Serves as consultant to the client on how T. Rowe Price products and ... asset management organization with more than 85 years of experience, we provide investment solutions and a broad range of equity, fixed income, and multi-asset… more
- T. Rowe Price (Baltimore, MD)
- …efficient problem resolution, contract and operational compliance, and risk mitigation. Serves as consultant to the client on how T. Rowe Price products and ... with more than 85 years of experience, we provide investment solutions and a broad range of equity, fixed...partners, responsible for the development of the sales and/or client relationship management strategy for the territory for complex… more
- CBRE (Portland, OR)
- Investment Sales Consultant Job ID 226490 Posted 18-Jul-2025 Service line Advisory Segment Role type Full-time Areas of Interest Capital Markets Location(s) ... States of America **About The Role:** As a CBRE Investment Sales Consultant , you will conduct a...development opportunities, helping the team with marketing efforts for new or existing clients. + Perform asset underwriting duties… more
- Lincoln Financial (Radnor, PA)
- …this opportunity. **Requisition #:** 74883 **The Role at a Glance** The Sr. Investment Sales Enablement Consultant will strive to build strong long-term ... through outstanding customer service and a comprehensive suite of investment management solutions to our diverse distribution client...position is $93,300 - $169,700 with **anticipated pay for new hires between the minimum and midpoint of the… more
- The Hartford (Wayne, PA)
- …on a thoughtful business plan to maximize efficiency and engagement + Expand existing client base by identifying and pursuing new opportunities through data and ... Internal Sales Consultant - 87SW5E We're determined to make a...and commitment to providing our advisors with an unparalleled client experience + Work with colleagues and teams across… more
- CBRE (Los Angeles, CA)
- Client Care Director, CBRE Investment Management Job ID 230030 Posted 28-Jul-2025 Service line REI Segment Role type Full-time Areas of Interest Investment ... in a matrix structure. + Proven experience in Client Care/ Client Relations/Investor Relations/Product Specialist role within an investment management firm.… more
- Principal Financial Group (Charlotte, NC)
- …Are you looking for a unique opportunity to make a significant impact as a ** Client Relationship Consultant ** in Group Benefits? If you are a highly motivated ... and providing world-class solutions to our clients. As a Client Relationship Consultant , you will play a...analysis & delivery + Delivering outstanding service and selling new lines of business In this role, you will… more
- Principal Financial Group (Modesto, CA)
- …sales offices by building partnerships with our financial professionals, accurately onboarding new client accounts, managing account openings and asset movement ... **What You'll Do** The ** New Business Consultant ** is instrumental to...to track multiple time sensitive deadlines and maintain electronic client files. + Communicate new account statuses,… more
- Charles Schwab (New York, NY)
- …or incentive opportunities. Click the link below to review our Investment Professionals' incentive structure.** Investment Professionals' Compensation | Charles ... and diverse set of career opportunities. As a Financial Consultant at Schwab, you will be procured with the...advice. Over time, you'll grow your practice holistically through client asset consolidation, networking, and earning client … more
- Raymond James Financial, Inc. (Bismarck, ND)
- …creation with client departments to quantify current costs, justify project investment , and identify the return on investment . Typically works without ... United States (including Alaska, Hawaii, Guam, and Puerto Rico). The Transition Consultant plays a critical role in supporting financial advisors as they transition… more
- Neuberger Berman (FL)
- The Advisor Consultant is responsible for creating new relationships and managing existing ones with Financial Advisors at Merrill Lynch, Morgan Stanley, UBS, ... James, LPL, and Ameriprise. The goal of the Advisor Consultant is to increase sales and revenue of Neuberger...2,800 employees in total-united in their commitment to delivering client outcomes and investment excellence. It is… more
- BlackRock (New York, NY)
- **About this role** The Senior Portfolio Consultant is a Director level role within BlackRock's Portfolio Design Team in the US Wealth Advisory (USWA) business. The ... Team provides detailed portfolio construction guidance to the key investment decision makers at the largest and fastest growing...Enterprise RIAs and home offices. As a Senior Portfolio Consultant , you will be expected to: + Build recurring,… more
- JPMorgan Chase (New York, NY)
- …our strategies vs. the competition. + Establish collaborative working relationships with the Client and Consultant Advisor teams, investment teams, research, ... have the opportunity to collaborate with various teams, understand client investment goals, and provide thought leadership....markets book of business with our US institutional and consultant client base (including corporate pension funds,… more