1,086 Results for

Investment Consultant Jobs in the United States

Jobs

New!

Milwaukee, WI2 days ago

Through one-on-one consultations, group trainings, and webinars, you'll help advisors navigate complex investment and financial planning scenarios, select the right product solutions, and confidently close for their clients. Serve as a go-to investment product expert for financial advisors through inbound phone consultations, scheduled deep-dive sessions, webinars, and in-person meetings at Network Offices.

New!

Milwaukee, WIToday

Learning Agility & Critical Thinking: Pursues learning and obtains knowledge continuously in relevant fields, methods, or technologies in current and future practices; continuously utilizes critical thinking to identify opportunities, execute solutions, and measure impact to constantly improve existing practices and processes based on feedback, lessons learned, and market trends. Complete monthly closing of the Peoplesoft accounting system and its associated financial processing routines of recording the assets, income, and gains and losses of Northwestern Mutual and related entities to ensure that proper Statutory and U.S. GAAP principles are applied, including monthly reconciliations of the system.

Garden Grove, CA10 days ago

$60,000–$75,000

Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career.

San Francisco, CA10 days ago

$60,000–$75,000

San Jose, CA10 days ago

$60,000–$75,000

New!

Los Angeles, CAToday

$100–$125 Per Hour

Core responsibilities include execution leadership, program controls, vendor oversight, financial tracking, delivery management, and executive reporting tied to capital programs. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal.

30+ days ago

Remote

$250–$350 Per Hour
Full-time

Experienced CFO (or equivalent) with success in improving cash flow, obtaining bank loans, helping companies grow profitably, increasing company value, strategic planning and (with proper training) preparing a business to sell. B2B CFO® offers a dynamic platform for seasoned financial professionals like you to excel in strategic business advisory and sell/buy services for privately held companies.

New!

Los Angeles, CA1 day ago

$68,000–$150,000

Data and tooling: Advanced Excel and PowerPoint; working knowledge of SQL and visualization platforms; confident using query databases and analytical tools. To be successful in this role, we’re seeking the following: • Executive communication: Exceptional written and verbal skills; adept at toggling between deep analytical detail and high level narratives tailored to client sophistication.

Marlborough, CT7 days ago

SalesPlease be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader.

New!

Upper Black Eddy, PA2 days ago

New!

Richmond, VA2 days ago

Greenback, TN7 days ago

Snoqualmie, WA10 days ago

$60,000–$75,000

Chicago, IL10 days ago

$60,000–$75,000

Berwyn, IL10 days ago

$60,000–$75,000

Davison, MI10 days ago

New!

Ann Arbor, MI3 days ago

New York, NY14 days ago

$85–$105

Employee pay is based on factors like relevant education, qualifications, certifications, experience, skills, seniority, location, performance, union contract and business needs. Responsibilities: Provide advisory support on real estate-related tax matters, including property tax, transfer tax, and transaction-related considerations.

Barnhart, MO7 days ago

Belleville, WI7 days ago

Oakdale, MN7 days ago

$60,000–$75,000

Seattle, WA7 days ago

$60,000–$75,000

Sterling, OH7 days ago

Redmond, WA7 days ago

$60,000–$75,000

Dunedin, FL7 days ago

Stamford, CT7 days ago

Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader.

Southington, CT7 days ago

Fort Lauderdale, FL7 days ago

Ossining, NY7 days ago

Oakmont, PA7 days ago

Caledonia, MI7 days ago

Yadkinville, NC7 days ago

Cleveland, OH7 days ago

Versailles, KY7 days ago

Huntington Station, NY7 days ago

$60,000–$75,000

Collierville, TN7 days ago

Reston, VA7 days ago

$60,000–$75,000

Kenilworth, IL7 days ago

$60,000–$75,000

Portland, ME7 days ago

Woodbury, NJ7 days ago

$60,000–$75,000

Huntington, NY7 days ago

$60,000–$75,000

New!

San Jose, CAToday

This dual role involves optimizing technology configurations and driving technical product integration while simultaneously delivering customized consulting to align digital strategies with business objectives and championing the adoption of Northwestern Mutual’s technology suite. The Technology Solutions & Support Consultant is an on-site position embedded within network offices nationwide, dedicated to advancing financial advisors' sales effectiveness and practice growth through innovative technology solutions.

San Antonio, TX7 days ago

$103,450–$197,730 Per Year

Works with Product Owners, Process Owners, Experience Owners, and Compliance stakeholders to evaluate products, advice, and solutions to develop and deliver compliant sales strategies through training and sustainment activities designed to increase specialist effectiveness to meet member needs and business goals. Evaluates, develops and/or implements educational and training deliverables, such as seminars, white papers, PowerPoints, and coaching sessions, about available solutions to specialists.

East Lansing, MI8 days ago

Openness to manage wealth on behalf of our clients including: Retirement Planning, Education Planning, Investment Management, Banking & Lending Management, Insurance & Risk Management, and Estate Planning. • Passion for community engagement to share and engage clients in discussion about market conditions, sound investing principles, and the ideal wealth and long-term investment strategies for their personal situation.

New!

Cranbury, NJ3 days ago

$35–$45

Determining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including but not limited to: the individual’s skill sets, experience and training; licensure and certification requirements; office location and other geographic considerations; other business and organizational needs. Determining compensation for this role (and others) at Vaco/Highspring depends upon a wide array of factors including but not limited to the individual’s skill sets, experience and training, licensure and certifications, office location and other geographic considerations, as well as other business and organizational needs.

New!

Clayton, NC3 days ago

SalesPlease be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Job Description: Job DescriptionIf you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader.

Fairfield, CT7 days ago

SalesPlease be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Your keen focus, motivational skills and leadership qualities are prime attributes as you provide the appropriate investment solutions to existing clients and help expand the acquisition of new customers.

Powhatan, VA7 days ago

SalesPlease be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Job Description: If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader.

Glendora, CA13 days ago

$80,000–$160,000 Per Year

The financial industry is constantly evolving, and we seek independent contractors who are results-driven, passionate, and motivated individuals looking to build a rewarding career. Client Consultation: Conduct in-depth consultations to understand clients' unique financial needs, goals, and risk tolerance.

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Investment Consultant Jobs in the United States

Jobs

Investment Consultant - Series 7- HybridNorthwestern Mutual

Investment Accounting ConsultantNorthwestern Mutual

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Financial Consultant - Palo Alto, CAFidelity Investments

Program Manager - Healthcare IT Portfolio, ConsultantJobot

Outsourced CFO ConsultantB2B CFO®

Vice President, Client Service Lead - Investment Performance and Risk ServicesBNY

Financial Consultant - West Hartford, CTFidelity Investments

Financial Consultant - Center Valley, PAFidelity Investments

Financial Consultant - Glen Allen, VAFidelity Investments

Financial Consultant- Knoxville, TNFidelity Investments

Financial Consultant- Redmond, WAFidelity Investments

Financial Consultant - Schaumburg, ILFidelity Investments

Financial Consultant - Orland Park, ILFidelity Investments

Financial Consultant - Grand Blanc, MIFidelity Investments

Financial Consultant - Novi, MIFidelity Investments

Real Estate Tax ConsultantKforce Inc.

Financial Consultant - St. Louis, MOFidelity Investments

Financial Consultant- Madison, WIFidelity Investments

Financial Consultant- Oakdale, MNFidelity Investments

Financial Consultant - Seattle, WAFidelity Investments

Financial Consultant - Fairlawn, OHFidelity Investments

Financial Consultant- Bellevue, WAFidelity Investments

Financial Consultant - Clearwater, FLFidelity Investments

Financial Consultant - Stamford, CTFidelity Investments

Financial Consultant - New Haven, CTFidelity Investments

Financial Consultant - Ft. Lauderdale, FLFidelity Investments

Financial Consultant - Greenwich, CTFidelity Investments

Financial Consultant - Cranberry, PAFidelity Investments

Financial Consultant - Grand Rapids, MIFidelity Investments

Financial Consultant - Winston-Salem, NCFidelity Investments

Financial Consultant - Orange, OHFidelity Investments

Financial Consultant - Lexington, KYFidelity Investments

Financial Consultant - Garden City, NYFidelity Investments

Financial Consultant- Memphis, TNFidelity Investments

Financial Consultant - Bethesda, MDFidelity Investments

Financial Consultant - Highland Park, ILFidelity Investments

Financial Consultant - Portland, MEFidelity Investments

Financial ConsultantFidelity Investments

Financial Consultant - Plainview, NYFidelity Investments

Field Technology Solutions & Support Consultant IINorthwestern Mutual

Solutions Management Consultant – Life Company Health Solutions TeamUSAA

VP, Financial ConsultantCharles Schwab

Accounting ConsultantVaco LLC

Financial Consultant - Cary, NCFidelity Investments

Financial Consultant - Fairfield, CTFidelity Investments

Financial Consultant - Midlothian, VAFidelity Investments

Financial ConsultantFame Financial | WFG

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