Investment Consultant Jobs in USA

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Investment Consultant, Endowment & Foundations

Marsh Mclennan

profile Philadelphia - USA

Company:MercerDescription:We are seeking a talented individual to join our Wealth Investment team at Mercer.This role will be based in King of Prussia or Philadelphia PA. This is a hybrid role that has a requirement of working at least three days a week in the office.This is a client-facing Investme...

8 hours ago
Full Time

Senior Pension Investment Advisor

City Of New York

profile New York City - USA

NYC Department of Finance (DOF) is responsible for administering the tax revenue laws of the city fairly efficiently and transparently to instill public confidence and encourage compliance while providing exceptional customer service.DOFs Mayors Office of Pensions and Investments (MOPI) advises the...

Yesterday
Full Time

Investment Consultant Relationship Manager

Morgan Stanley

profile Menlo Park - USA

POSITION SUMMARY:The Investment Consultant - Relationship Manager on a FA/PWA team is responsible for the development maintenance and oversight of relationships with new and existing clients. The Relationship Manager combines personal skills with all the resources of Morgan Stanley Smith Barney for...

Yesterday
Full Time

Private Wealth Management Investment Consultant Te...

Morgan Stanley

profile Beverly Hills - USA

Job DescriptionInvestment Consultant Team Chief Operating Officer (COO)POSITION SUMMARY:The Team COO is a senior level position that serves as a lead coordinator for a Financial Advisor / Private Wealth Advisor Team. As part of the sales organization this role oversees and orchestrates all business...

Yesterday
Full Time

Senior Investment Consultant

Marsh Mclennan

profile Los Angeles - USA

Company:MercerDescription:We are seeking a talented individual to join ourWealth atMercer a Marsh business. This role will be based inDenver Irvine Los Angeles Phoenix San Francisco or Seattle. This is a hybrid role that has a requirement of working at least three days a week in the office.As an Inv...

4 days ago
Full Time

Senior Investment Consultant

Marsh Mclennan

profile Los Angeles - USA

Company:MercerDescription:We are seeking a talented individual to join ourWealth atMercer a Marsh business. This role will be based inDenver Irvine Los Angeles Phoenix San Francisco or Seattle. This is a hybrid role that has a requirement of working at least three days a week in the office.As an Inv...

4 days ago
Full Time

Consultant, Ss&c Genesis Advent Investment Suite

Ss&c

profile New York City - USA

As a leading financial services and healthcare technology company based on revenue SS&C is headquartered in Windsor Connecticut and has 27000 employees in 35 countries. Some 20000 financial services and healthcare organizations from the worlds largest companies to small and mid-market firms rely on...

5 days ago
Full Time

Investment Officer

Lauterbach & Amen

profile Peoria - USA

CAREER OPPORTUNITYJob Title: Investment OfficerLocation: Peoria IL (preferred)About IPOPIFThe Illinois Police Officers Pension Investment Fund (IPOPIF or Fund) is a public pension investment fund responsible for consolidating managing and investing the assets of 357 participating police pensions fun...

6 days ago
Full Time

Regional Vice President, Channel (houston, Tx)

Mercer Advisors

profile Houston - USA

Why Work at Mercer AdvisorsFor more than 40 years Mercer Advisors has been helping families amplify and simplify their financial lives by integrating financial planning investment management business management tax estate insurance and more all managed by a single team. We deliver the kind of compre...

15 days ago
Full Time

Financial Consultant, Truist Investment Services, ...

Truist Bank

profile Lakeland - USA

The position is described below. If you want to apply click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application youll be invited to create a profile which will let you see your application status and any communications. If you already have...

18 days ago
Full Time

Senior Wealth Advisor (houston, Tx)

Mercer Advisors

profile Houston - USA

Why Work at Mercer AdvisorsFor more than 40 years Mercer Advisors has been helping families amplify and simplify their financial lives by integrating financial planning investment management business management tax estate insurance and more all managed by a single team. We deliver the kind of compre...

18 days ago
Advisor

Sr. Enterprise Client Solutions Consultant (invest...

Addepar

profile Salt Lake - USA

Who We AreAddepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence. Addepar unifies portfolio market and client data in a total portfolio view and delivers AI-powered insights within investment and client workflow...

19 days ago
Contract

Data Analyst

Connvertex Technologies Inc.

profile Charlottesville - USA

MUST HAVE Investment background Summary: Our client is a highly respected institutional investment organization that supports mission-driven entities through investment management portfolio oversight and investment operations services is seeking a Data Analyst. The Analyst will report to the Direct...

22 days ago
Full Time

Associate Wealth Advisor, Uhnw (boulder, Co)

Mercer Advisors

profile Boulder - USA

Why Work at Mercer AdvisorsFor more than 40 years Mercer Advisors has been helping families amplify and simplify their financial lives by integrating financial planning investment management business management tax estate insurance and more all managed by a single team. We deliver the kind of compre...

26 days ago
Advisor

Key Family Wealth Investment Consultant, Manager

Keybank

profile Cleveland - USA

Location:127 Public Square Cleveland OhioJob SummaryThe Family Wealth Investment Consultant Manager leads a team of Portfolio Strategists responsible for managing and constructing customized investment portfolios for ultra-high-net-worth clients within a fiduciary framework. This role provides strat...

27 days ago
Full Time

Regional Vice President, Community (boston, Ma Lak...

Mercer Advisors

profile Boston - USA

Why Work at Mercer AdvisorsFor more than 40 years Mercer Advisors has been helping families amplify and simplify their financial lives by integrating financial planning investment management business management tax estate insurance and more all managed by a single team. We deliver the kind of compre...

29 days ago
Full Time

Financial Consultant, Truist Investment Services, ...

Truist Bank

profile Miami - USA

The position is described below. If you want to apply click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application youll be invited to create a profile which will let you see your application status and any communications. If you already have...

30+ days ago
Full Time

Managed Accounts Investment Services Specialist

Tiaa

profile Frisco - USA

The Internal Investment Consultant (Internal Wholesaler) is responsible for the sales and support of the Managed Account solutions (Portfolio Advisor and Private Asset Management) and Lifetime Income (Annuitization) solutions in their assigned regions. Under limited supervision this job partners wit...

30+ days ago
Full Time

Managed Accounts Investment Services Specialist

Tiaa

profile Frisco - USA

The Internal Investment Consultant (Internal Wholesaler) is responsible for the sales and support of the Managed Account solutions (Portfolio Advisor and Private Asset Management) and Lifetime Income (Annuitization) solutions in their assigned regions. Under limited supervision this job partners wit...

30+ days ago
Full Time

Financial Consultant, Truist Investment Services, ...

Truist Bank

profile Tampa - USA

The position is described below. If you want to apply click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application youll be invited to create a profile which will let you see your application status and any communications. If you already have...

30+ days ago
Full Time