Investment Advice Jobs in USA

GENERAL DESCRIPTION OF POSITIONThe role of the Financial Consultant Investments is to establish value-added relationships with customers to understand their financial needs and to offer solutions for those needs.ESSENTIAL DUTIES AND RESPONSIBILITIES1. Prospecting within the financial institution by...

Position OverviewAt PNC our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected va...

Position Summary:The Trading Associate will provide trading rebalancing and investment management services to the Wealth Management Services team. This position will work closely with a trading team located in Louisville KY.Primary Responsibilities:As a Trading Associate you would provide investment...

Job Description Position OverviewBlue Ocean Wealth Solutions LLC empowers individuals and families to reach meaningful financial milestones through a holistic client-first planning model. Our firm delivers comprehensive solutions across Insurance Investments Retirement Planning Employee...

OverviewAt Vanguard our core purpose is to take a stand for all investors to treat them fairly and to give them the best chance for investment success. We put our investors first in all we do and because of it our clients have entrusted $12 trillion of their hard-earned savings to us.Within the Vang...

Primary ResponsibilitiesServe as a key relationship manager for clients meeting all service needs and achievinghigh levelsof retention.Develop and communicate customized wealth planning strategies based on clients financial goals risk tolerance and investment preferences.Partner in the long-term suc...

Discover a Career That Empowers You Join HUB International!At HUB International were more than just an insurance brokerage firm were a thriving community of entrepreneurs driven by purpose and passion. Every day we help individuals families and businesses protect what matters most by providing a b...

POSITION SPECIFICATIONPORTFOLIO MANAGERShine Associates LLC has been retained to search identify and recruit a Portfolio Manager on behalf of our client (Company). CONFIDENTIALITYShine Associates LLC has been exclusively retained on this assignment. Information contained in this position specificati...

POSITION SPECIFICATIONPORTFOLIO MANAGERShine Associates LLC has been retained to search identify and recruit a Portfolio Manager on behalf of our client (Company). CONFIDENTIALITYShine Associates LLC has been exclusively retained on this assignment. Information contained in this position specificati...

DescriptionOrganization DescriptionOur Consumer & Community Banking division serves our Chase customers through a range of financial services including personal banking credit cards mortgages auto financing investment advice small business loans and payment processing. Were proud to lead the U.S. in...

Join the mission. Coach those who serve.At First Command weve been guiding military families toward financial security since 1958. Were looking for seasoned financial advisors who are ready to elevate their impact. This independent contractor role offers the opportunity to work with existing First C...

The Advice & Wealth Solutions Methodology team is looking for curious and passionate candidates who are interested in playing a critical role in the design and delivery of Vanguards advice solutions. The Methodology team is responsible for transforming Vanguards financial planning and portfolio cons...

Financial AnalystReporting to the Controller the Financial Analyst maintains coordinates and participates in development of systems to effectively measure financial and operational performance. Assists in preparing financial analyses forecasts and special studies for management in areas such as perf...

RemotelyHR is hiring in behalf of Canterbury ConsultingPortfolio AdministratorFulltime Newport BeachAbout Canterbury ConsultingCanterbury Consulting is an independent investment advisory firm based in Newport Beach CA. Canterbury provides consulting services to community foundations educational end...

RemotelyHR is hiring on behalf of Canterbury ConsultingSenior AccountantFulltime Newport BeachAbout Canterbury ConsultingCanterbury Consulting is an independent investment advisory firm based in Newport Beach CA. Canterbury provides consulting services to community foundations educational endowment...

Application Deadline:02/22/2026Address:1630 South Wells Ave.Job Family Group:Retail Banking Sales & ServiceThis is a part-time role typically scheduled for 20 hours a week but is still eligible for BMOs comprehensive benefits package!Delivers exceptional service to BMO customers and prospects. Ident...

The Investing Process Engineer will be responsible for understanding and improving the investing processes across all PCC Structurals casting plants. This includes hands-on involvement in process control implementation of best practices and driving cost-saving initiatives. The role will also focus o...

The Investing Process Engineer will be responsible for understanding and improving the investing processes across all PCC Structurals casting plants. This includes hands-on involvement in process control implementation of best practices and driving cost-saving initiatives. The role will also focus o...

OverviewWe are seeking a highly analytical and technically strong Trader with deep expertise in prediction markets and real-time modeling. The ideal candidate combines strong trading intuition robust statistical and programming skills and the ability to translate ambiguous problems into structured h...

Benefits:401(k)Dental insuranceHealth insurancePaid time offProfit sharingVision insuranceAbout Canterbury ConsultingCanterbury Consulting is an independent investment advisory firm based in Newport Beach CA. Canterbury provides consulting services to community foundations educational endowments rel...