- Pioneer Bank (Albany, NY)
- TITLE: Wealth Consultant LOCATION: Various REPORTS TO: Vice President - Wealth Management CLASSIFICATION: Full Time, Exempt PAY GRADE: EX 55 ($58,459 - ... $85,000) AVAILABILITY: Monday-Friday 8:30am-5:00pm Position Summary: The Wealth Consultant position is responsible for meeting with clients to assess their… more
- TIAA (Pittsburgh, PA)
- Supported with a robust array of resources and solutions, The Wealth Management Advisory Consultant is part of a team who partners with clients to identify their ... that help them work towards well defined financial objectives. The Advisory Consultant partners with their team to grow their collective book through client… more
- HUB International (Kalamazoo, MI)
- …Day Dress-Code + Service Awards **Here's Where You Come In** As the Education Consultant and Wealth Advisor you will engage retirement plan participants and ... property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. With over 17,000 employees in 500… more
- JPMorgan Chase (San Francisco, CA)
- The Practice Management Consultant (AKA Wealth Management Specialist) is responsible for supporting the development of Financial advisors with the delivery of ... Strategy, Relationship Management and Service. As a Practice Management Consultant Vice President in JP Morgan Wealth ...Management Consultant Vice President in JP Morgan Wealth Management, you will support the development of Financial… more
- Wells Fargo (Charlotte, NC)
- **About this role:** Wells Fargo is seeking a Senior Wealth Client Performance Analytics Consultant for the Ultra-High Net Worth Client Investment Performance ... account structures and groups for ultra-high net worth clients. The Senior Wealth Client Performance Analytics Consultant will analyze investment performance… more
- Capco, a Wipro Company (New York, NY)
- …so that our clients can emerge as industry leaders. **About the Job:** As a Senior Consultant in the Wealth & Asset Management practice, you will work in a ... passionate about helping our clients succeed in an ever-changing industry. Capco's Wealth & Asset Management practice welcomes industry change as an opportunity to… more
- US Bank (St. Paul, MN)
- …role can be located in St. Paul, MN or Gresham, OR** As an Investment Consultant in the Wealth Management Advisory Center, you will primarily be responsible for ... and refer clients on when those products are not appropriate. The Investment Consultant role focuses on client acquisition and will leverage other avenues for the… more
- Capco, a Wipro Company (New York, NY)
- …passionate about helping our clients succeed in an ever-changing industry. Capco's Wealth & Asset Management practice welcomes industry change as an opportunity to ... transform the way wealth and asset managers service their clients. As technology...emerge as industry leaders. **About the Job:** As a Consultant on the Capco team, you will work in… more
- Mirador (Stamford, CT)
- …services for U/HNW investment portfolios. We are a firm in the Wealth Management industry that supports the performance-reporting requirements of Family Offices, ... Wealth and Asset Managers, and Foundations throughout the United...Mirador's consulting arm and specializes in working across the wealth management industry to engage in both long and… more
- Robert Half Finance & Accounting (San Rafael, CA)
- …on this team, you will support the business and its clients as a wealth manager, investment advisor, consultant , and constant partner in helping clients achieve ... work directly with Senior Advisors to assist with the wealth management and financial planning needs of clients. This...implementation Requirements * 1-4+ years of relevant experience in wealth management * Series 65 license (of ability to… more
- Wells Fargo (Jacksonville, FL)
- **About this role:** Wells Fargo is seeking a Financial Consultant in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more about our ... career areas and lines of business at wellsfargojobs.com . **In this role you will:** + Work with the Financial Advisor in providing clients with financial advice consistent with clients' goals and risk tolerance. + Meet with clients to collect financial… more
- Capco, a Wipro Company (Dallas, TX)
- …to be the trusted financial advisors to the firm. **About the Job:** As a Senior Consultant in the Wealth & Asset Management practice, you will work in a ... concentration on automation, digitization, and growth transformation in the Wealth and Asset Management space + Work on a...and consulting approaches that can be applied across Capco's Wealth & Asset Management practice + Create thought leadership… more
- HUB International (New York, NY)
- …their excellence throughout the insurance community. **About HUB Retirement & Private Wealth (RPW):** We lead our communities with integrity, driven to make things ... the tomorrows for all. The HUB Retirement & Private Wealth (RPW) Business Consulting team presents a unique opportunity...their practice within RPW and throughout HUB. The RPW Consultant role focuses on driving the education and adoption… more
- Vanguard (Malvern, PA)
- The Wealth Management business line strives to build on Vanguard's legacy to revolutionize the Wealth Management industry, be a trusted partner to our most ... and give them the best long term outcomes. The Wealth Management offer is designed to meet these clients'...life cycle to identify issues. Participate as a technical consultant at other project meetings. Present technical status and… more
- Equitable (San Francisco, CA)
- Wealth Management Associate CA, San Francisco (5107) ( 2400009F ) **Primary Location** : UNITED STATES-CA-San Francisco **Organization** : Equitable Advisors ... **Description** **Equitable Advisors** is a respected wealth management firm with a proven track record in the industry. We are driven by our mission to help our… more
- Equitable (Cleveland, OH)
- Entry Level - Wealth Management Associate - OH, Cleveland (5106) ( 2400009E ) **Primary Location** : UNITED STATES-OH-Cleveland **Organization** : Equitable Advisors ... **Description** **Equitable Advisors** is a respected wealth management firm with a proven track record in the industry. We are driven by our mission to help our… more
- Charles Schwab (Phoenix, AZ)
- …Investor Services can help. The Financial Planner works with Schwab Wealth Advisory Investment Advisors to provide comprehensive financial planning services for ... and third-party research + Scheduling clients with their dedicated Portfolio Consultant for ongoing consultation regarding risk tolerance, asset allocation, advice… more
- City National Bank (Houston, TX)
- …analysis and proposal process (Galaxy Software). Assist the Senior Investment Consultant in developing a network of potential prospects, maintain referral sources, ... investment methodologies, operational processes and client services that CNR provides. ** Wealth Management Division: City National Rochdale** For over 35 years, City… more
- Fort Pitt Capital Group, LLC (Pittsburgh, PA)
- …hold the CERTIFIED FINANCIAL PLANNER (TM) (CFP(R)), Chartered Financial Consultant (R) (ChFC(R)) designation, or Chartered Financial Analyst(R) (CFA(R)) designation, ... or those who are committed to obtaining these qualifications within a specified time frame + A minimum of three (3) years of hands-on experience in delivering direct client advice is required for this position + High School Diploma or an equivalent… more
- Alight (FL)
- …more at careers.alight.com. Alight is currently recruiting for a Workday Managing Consultant to work within their Professional Services business group. As a member ... of their partnership with Alight. **As An Workday** **Integration** **s Managing Consultant , a typical day to include the following:** An Integrations Consultant… more