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Investment Consultant Jobs

227 jobs

JOB SUMMARY: Provides service to financial advisors throughout the country working in partnership with Regional Managers to maintain and cultivate relationships. Primary responsibilities are providing support to Regional Managers in the development of new business, maintenance of existing relationships, responding to requests and resolving account issues and inquiries from financial advisors rega...
Arthur J. Gallagher & Co., one of the world's largest insurance brokers, provides a full range of retail and wholesale property/casualty (P/C) brokerage and alternative risk transfer services globally, as well as employee benefit brokerage, consulting, and actuarial services in the United States. We also offer claims and information management, risk control consulting, and appraisal services to cl...
Arthur J. Gallagher & Co., one of the world's largest insurance brokers, provides a full range of retail and wholesale property/casualty (P/C) brokerage and alternative risk transfer services globally, as well as employee benefit brokerage, consulting, and actuarial services in the United States. We also offer claims and information management, risk control consulting, and appraisal services to cl...
Willis Towers Watson is a leading global advisory, broking and solutions company that helps clients around the world turn risk into a path for growth. With roots dating to 1828, Willis Towers Watson has 39,000 employees in more than 120 territories. We design and deliver solutions that manage risk, optimize benefits, cultivate talent, and expand the power of capital to protect and strengthen insti...
Willis Towers Watson is a leading global advisory, broking and solutions company that helps clients around the world turn risk into a path for growth. With roots dating to 1828, Willis Towers Watson has 39,000 employees in more than 120 territories. We design and deliver solutions that manage risk, optimize benefits, cultivate talent, and expand the power of capital to protect and strengthen insti...
The Investment Consultant is responsible for creating an increased phone presence in the assigned region that complement the sales activities of that territorys VP, Investment Consultant (external wholesaler). This position is also responsible for developing strategies to better expand Calamos coverage within the respective territory. Principal Accountabilities: Meets sales goals as defined by S...
Summary: DiMeo Schneider & Associates, L.L.C., a Chicago investment management consulting firm, seeks an experienced professional to support private client services group efforts. The position assumes responsibility for working within the firm's Wealth Office (private client) investment area, working with co-consultants in providing guidance, recommendations and meaningful analysis to both retaine...
Role: Investment Consultants effectively manage a client base, ensuring that all clients receive the proper attention and response. They work with clients using a consultative approach in order to learn client needs, goals, preferences and prior experiences. Investment Consultants strengthen the client relationship and expand existing client wallet share through effective presentation of TD Ameri...
Role: Investment Consultants effectively manage a client base, ensuring that all clients receive the proper attention and response. They work with clients using a consultative approach in order to learn client needs, goals, preferences and prior experiences. Investment Consultants strengthen the client relationship and expand existing client wallet share through effective presentation of TD Ameri...
Role: Investment Consultants effectively manage a client base, ensuring that all clients receive the proper attention and response. They work with clients using a consultative approach in order to learn client needs, goals, preferences and prior experiences. Investment Consultants strengthen the client relationship and expand existing client wallet share through effective presentation of TD Ameri...
Description Investment Consultants are phone-based licensed representatives that provide prospects and self-directed investors with financial assistance by identifying broader product and service solutions that meet their investment and savings needs. Investment Consultants demonstrate knowledge of investments and financial markets and apply key principles appropriately to the individual client's...
Vanguard, one of the world's largest investment management companies and a recognized employer of choice is seeking a Senior Investment Consultant, in its Scottsdale, AZ location for the Vanguard Institutional Advisory Services (VIAS) group. VIAS, housed in the Institutional Investor Group, offers asset allocation, portfolio construction and investment analysis to a broad set of institutional inve...
Description Investment Consultants are phone-based licensed representatives that provide prospects and self-directed investors with financial assistance by identifying broader product and service solutions that meet their investment and savings needs. Investment Consultants demonstrate knowledge of investments and financial markets and apply key principles appropriately to the individual client's...
Role: Investment Consultants effectively manage a client base, ensuring that all clients receive the proper attention and response. They work with clients using a consultative approach in order to learn client needs, goals, preferences and prior experiences. Investment Consultants strengthen the client relationship and expand existing client wallet share through effective presentation of TD Ameri...
Toronto, ON
Investment Consultant - Aon Hewitt Investment Management Consulting (Toronto, ON) Full-time ON-Toronto Consulting Aon Is Looking For an Investment Consultant (Toronto) As part of an industry-leadingteam, you will help empower results for our clients by delivering innovativeand effective solutions as part of our Investment Consulting business groupwithin Aon Hewitt, in our Toronto, Ontario Off...
Toronto, ON
Senior Investment Consultant - Aon Hewitt Investment Management Consulting (Toronto, ON) Full-time ON-Toronto Consulting Aon Is Looking For a Senior Investment Consultant (Toronto) As part of an industry-leadingteam, you will help empower results for our clients by delivering innovativeand effective solutions as part of our Investment Consulting business groupwithin Aon Hewitt, in our Toronto...
Role: Investment Consultants effectively manage a client base, ensuring that all clients receive the proper attention and response. They work with clients using a consultative approach in order to learn client needs, goals, preferences and prior experiences. Investment Consultants strengthen the client relationship and expand existing client wallet share through effective presentation of TD Ameri...
Role: Investment Consultants effectively manage a client base, ensuring that all clients receive the proper attention and response. They work with clients using a consultative approach in order to learn client needs, goals, preferences and prior experiences. Investment Consultants strengthen the client relationship and expand existing client wallet share through effective presentation of TD Ameri...
Role: Investment Consultants effectively manage a client base, ensuring that all clients receive the proper attention and response. They work with clients using a consultative approach in order to learn client needs, goals, preferences and prior experiences. Investment Consultants strengthen the client relationship and expand existing client wallet share through effective presentation of TD Ameri...
Role: Investment Consultants effectively manage a client base, ensuring that all clients receive the proper attention and response. They work with clients using a consultative approach in order to learn client needs, goals, preferences and prior experiences. Investment Consultants strengthen the client relationship and expand existing client wallet share through effective presentation of TD Ameri...