Investment Consultant Jobs in the United States
Fidelity Investments
$59000 - $74000
Potomac, MD
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.
Fidelity Investments
$60000 - $75000
Palo Alto, CA
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.
Fidelity Investments
$60000 - $75000
South San Francisco, CA
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.
Fidelity Investments
$60000 - $75000
San Pablo, CA
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.
Flagstar Bank
$35568 - $66534
Astoria, NY
Indirect talent management for licensed bank staff and responsible for the following: conduct team performance meetings, perform observations, maintain an action plan, ensure cross training is achieved, ensure that compliance requirements are met. Direct the investment sales for an assigned group of retail bank licensed bankers through coaching, training, goal setting, marketing plans and daily support.
Flagstar Bank
Coral Springs, FL
Problem Solving - Uses rigorous logic and methods to solve difficult problems with effective solutions; probes all fruitful sources for answers; can see hidden problems; is excellent at honest analysis; looks beyond the obvious and doesn't stop at the first answers. Education level required: High School / High School Equivalency (GED, HiSET, TASC) / Foreign Equivalent (Add applicable additional detail i.e. field of study required or equivalent work experience if applicable).
Flagstar Bank
Palm Beach Gardens, FL
Problem Solving - Uses rigorous logic and methods to solve difficult problems with effective solutions; probes all fruitful sources for answers; can see hidden problems; is excellent at honest analysis; looks beyond the obvious and doesn't stop at the first answers. Education level required: High School / High School Equivalency (GED, HiSET, TASC) / Foreign Equivalent (Add applicable additional detail i.e. field of study required or equivalent work experience if applicable).
Flagstar Bank
Phoenix, AZ
The Branch Banking Client Consultant II - Licensed provides best in class experience by resolving concerns and providing various product details that focus on meeting the financial needs of our clients. Meet behavioral activity goals as defined by Retail Leadership including, but not limited to, NextGen and marketing campaign lead calling, weekly appointments set, weekly appointments completed and needs met.
B2B CFO®
$250 - $350
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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.
Flagstar Bank
Naples, FL
Problem Solving - Uses rigorous logic and methods to solve difficult problems with effective solutions; probes all fruitful sources for answers; can see hidden problems; is excellent at honest analysis; looks beyond the obvious and doesn't stop at the first answers. Focuses on client management, client retention, and introductions to key bank partners (Mortgage, Business Banking) to ensure our clients have access to experts who can help them achieve their financial goals.
Flagstar Bank
Boca Raton, FL
Problem Solving - Uses rigorous logic and methods to solve difficult problems with effective solutions; probes all fruitful sources for answers; can see hidden problems; is excellent at honest analysis; looks beyond the obvious and doesn't stop at the first answers. Focuses on client management, client retention, and introductions to key bank partners (Mortgage, Business Banking) to ensure our clients have access to experts who can help them achieve their financial goals.
Flagstar Bank
Boca Raton, FL
Problem Solving - Uses rigorous logic and methods to solve difficult problems with effective solutions; probes all fruitful sources for answers; can see hidden problems; is excellent at honest analysis; looks beyond the obvious and doesn't stop at the first answers. Focuses on client management, client retention, and introductions to key bank partners (Mortgage, Business Banking) to ensure our clients have access to experts who can help them achieve their financial goals.
Flagstar Bank
$19.13 - $28.89
Lawrence, NY
Problem Solving - Uses rigorous logic and methods to solve difficult problems with effective solutions; probes all fruitful sources for answers; can see hidden problems; is excellent at honest analysis; looks beyond the obvious and doesn't stop at the first answers. Branch Banking Client Consultant II-Licensed provides best in class experience by resolving concerns and providing various product details that focus on meeting the financial needs of our clients.
Flagstar Bank
$19.13 - $28
Ozone Park, NY
Problem Solving - Uses rigorous logic and methods to solve difficult problems with effective solutions; probes all fruitful sources for answers; can see hidden problems; is excellent at honest analysis; looks beyond the obvious and doesn't stop at the first answers. Branch Banking Client Consultant II-Licensed provides best in class experience by resolving concerns and providing various product details that focus on meeting the financial needs of our clients.
Flagstar Bank
$17 - $25.06
Harrison, NJ
Problem Solving - Uses rigorous logic and methods to solve difficult problems with effective solutions; probes all fruitful sources for answers; can see hidden problems; is excellent at honest analysis; looks beyond the obvious and doesn't stop at the first answers. Focuses on client management, client retention, and introductions to key bank partners (Mortgage, Business Banking) to ensure our clients have access to experts who can help them achieve their financial goals.
Flagstar Bank
Gillett, WI
Meet behavioral activity goals as defined by Retail Leadership including, but not limited to, NextGen and marketing campaign lead calling, weekly appointments set, weekly appointments completed and needs met. Focuses on client management, client retention, and introductions to key bank partners (Mortgage, Business Banking) to ensure our clients have access to experts who can help them achieve their financial goals.
Flagstar Bank
Farmington Hills, MI
Problem Solving - Uses rigorous logic and methods to solve difficult problems with effective solutions; probes all fruitful sources for answers; can see hidden problems; is excellent at honest analysis; looks beyond the obvious and doesn't stop at the first answers. Focuses on client management, client retention, and introductions to key bank partners (Mortgage, Business Banking) to ensure our clients have access to experts who can help them achieve their financial goals.
Flagstar Bank
Eastpointe, MI
Meet behavioral activity goals as defined by Retail Leadership including, but not limited to, NextGen and marketing campaign lead calling, weekly appointments set, weekly appointments completed and needs met. Focuses on client management, client retention, and introductions to key bank partners (Mortgage, Business Banking) to ensure our clients have access to experts who can help them achieve their financial goals.
Flagstar Bank
Monticello, IN
Meet behavioral activity goals as defined by Retail Leadership including, but not limited to, NextGen and marketing campaign lead calling, weekly appointments set, weekly appointments completed and needs met. Focuses on client management, client retention, and introductions to key bank partners (Mortgage, Business Banking) to ensure our clients have access to experts who can help them achieve their financial goals.
Flagstar Bank
$17 - $25.06
North Brunswick, NJ
Problem Solving - Uses rigorous logic and methods to solve difficult problems with effective solutions; probes all fruitful sources for answers; can see hidden problems; is excellent at honest analysis; looks beyond the obvious and doesn't stop at the first answers. Focuses on client management, client retention, and introductions to key bank partners (Mortgage, Business Banking) to ensure our clients have access to experts who can help them achieve their financial goals.
Flagstar Bank
South Bend, IN
Meet behavioral activity goals as defined by Retail Leadership including, but not limited to, NextGen and marketing campaign lead calling, weekly appointments set, weekly appointments completed and needs met. The Branch Banking Client Consultant II provides best in class experience by resolving concerns and providing various product details that focus on meeting the financial needs of our clients.
Flagstar Bank
Brooklyn, NY
Meet behavioral activity goals as defined by Retail Leadership including, but not limited to, NextGen and marketing campaign lead calling, weekly appointments set, weekly appointments completed and needs met. The Branch Banking Client Consultant II provides best in class experience by resolving concerns and providing various product details that focus on meeting the financial needs of our clients.
Flagstar Bank
$17 - $25.06
Forest Hills, NY
Problem Solving - Uses rigorous logic and methods to solve difficult problems with effective solutions; probes all fruitful sources for answers; can see hidden problems; is excellent at honest analysis; looks beyond the obvious and doesn't stop at the first answers. Focuses on client management, client retention, and introductions to key bank partners (Mortgage, Business Banking) to ensure our clients have access to experts who can help them achieve their financial goals.
Flagstar Bank
$19.13 - $28
Brooklyn, NY
Meet behavioral activity goals as defined by Retail Leadership including, but not limited to, NextGen and marketing campaign lead calling, weekly appointments set, weekly appointments completed and needs met. Focuses on client management, client retention, and introductions to key bank partners (Mortgage, Business Banking) to ensure our clients have access to experts who can help them achieve their financial goals.
Flagstar Bank
$16.28 - $25.06
Bellerose, NY
Meet behavioral activity goals as defined by Retail Leadership including, but not limited to, NextGen and marketing campaign lead calling, weekly appointments set, weekly appointments completed and needs met. Focuses on client management, client retention, and introductions to key bank partners (Mortgage, Business Banking) to ensure our clients have access to experts who can help them achieve their financial goals.
Flagstar Bank
$19.13 - $23.91
Brooklyn, NY
Meet behavioral activity goals as defined by Retail Leadership including, but not limited to, NextGen and marketing campaign lead calling, weekly appointments set, weekly appointments completed and needs met. The Branch Banking Client Consultant II provides best in class experience by resolving concerns and providing various product details that focus on meeting the financial needs of our clients.
Flagstar Bank
$17 - $25.06
Oceanside, NY
Problem Solving - Uses rigorous logic and methods to solve difficult problems with effective solutions; probes all fruitful sources for answers; can see hidden problems; is excellent at honest analysis; looks beyond the obvious and doesn't stop at the first answers. Focuses on client management, client retention, and introductions to key bank partners (Mortgage, Business Banking) to ensure our clients have access to experts who can help them achieve their financial goals.
Fidelity Investments
$60000 - $75000
Takoma Park, MD
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.
Aramco
Chicago, IL
Headquartered in the Kingdom of Saudi Arabia, and with offices around the world, we combine market discipline with a generations’ spanning view of the future, born of our nine decades experience as responsible stewards of the Kingdom’s vast hydrocarbon resources. As the successful candidate, you will be required to perform the following: Conduct demand forecasting for electricity load over both short- and long-term periods and analyze the generation mix, including thermal, gas, renewable, and other sources.
First Horizon Bank
Charlotte, NC
Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. Responsible for monthly forecasting and the annual budgeting processes using financial systems and spreadsheet models, working closely with Senior Leadership to develop accurate and actionable financial plans .
Sares-Regis Group
$23 - $25
Oceanside, CA
Sares Regis Group of Newport Beach, California, is a privately held real estate development, investment and management firm that focuses on commercial properties and multifamily communities in the western U.S. Since its founding in 1993, SRG has developed and acquired more than $7 billion in commercial and residential assets. • Accompanies prospects to model apartments and discusses size and layout of rooms, available facilities, such as swimming pool, location of shopping centers and freeways, services available, and terms of lease.
Vaco LLC
$35 - $45
Cranbury, NJ
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.
AdventHealth Provider Recruitment
Orlando, FL
AdventHealth is making major investments in Lung Health, expanding pulmonary subspecialties—including interventional pulmonology (IP)—growing our thoracic surgery team, and scaling the lung transplant program with a goal of 75–100 transplants per year. Living in Orlando vibrant with sunny days, palm-lined streets, and world-class theme parks like Walt Disney World and Universal just minutes away make every weekend feel like a mini-vacation.
Fidelity Investments
$70000 - $105000
Rockville, MD
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.
BNY
$100000 - $150000
Los Angeles, CA
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.
Northwestern Mutual
Milwaukee, WI
Working directly with Advisor Practices/Practice Management, Distribution Performance, Field Leadership and Financial Advisors and Teams, you will evaluate complex staff compensation models and provide direct feedback and guidance regarding compliant team member incentive compensation plans. We are committed to creating and maintaining an environment in which each employee can contribute creative ideas, seek challenges, assume leadership and continue to focus on meeting and exceeding business and personal objectives.
Jobot
$100 - $125
Los Angeles, CA
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.
New York Life - Rob Ward
Providence, RI
Responsibilities:Implement social media and other marketing tools to identify, seek, and generate prospects with whom you can foster strong, long-term relationships as a reliable financial service professional. We want to grow your career by helping you make our many financial products and services available to clients who are looking for a sustainable approach to achieving a sound financial future.
Iconma
Remote, VT
Upskill and enable our internal team through knowledge sharing, working sessions, and architectural mentorship to ensure successful execution and ownership of the strategy . Evaluate the role and fit of an iPaaS based model and related platforms, and how they would be used within the broader integration architecture .
MSC
$49685 - $78077
Chicago, IL
Key Account Sales Consultant Public Sector (KPS) is critical to driving MSC's Public Sector market position and achieve revenue and profit growth within Public Sector Mid/Large Market customers ($200,000-$5,000,000 potential). With more than one million product offerings and 80+ years of experience across industries, MSC strives to help our customers achieve greater productivity, profitability, and growth through inventory management and other innovative supply chain solutions.
MSC
$45177 - $70992
Omaha, NE
Key Account Sales Consultant Public Sector (KPS) is critical to driving MSC's Public Sector market position and achieve revenue and profit growth within Public Sector Mid/Large Market customers ($200,000-$5,000,000 potential). With more than one million product offerings and 80+ years of experience across industries, MSC strives to help our customers achieve greater productivity, profitability, and growth through inventory management and other innovative supply chain solutions.
First Horizon Bank
Baton Rouge, LA
Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. Stakeholder leadership: Build trusted relationships with senior leaders and key partners (Product, LOBs, CIO/Technology, Finance, Risk); anticipate needs, align on outcomes, and drive accountability.
First Horizon Bank
New Orleans, LA
Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. You will partner closely with bank leadership and teams across departments to identify opportunities, design impactful solutions, and successfully execute major change projects, ensuring a sustainable hand-off to operational teams.
First Horizon Bank
Birmingham, AL
In addition to management of the commercial credit policy, the Commercial Credit Policy Consultant will assist the Director of Credit & Financial Risk and the Credit Policy and Governance Manager with strategic initiatives, including short term projects, quality control reviews, quarterly enterprise credit governance documentation, and preparation for regulatory examinations. Specifics duties and responsibilities include: At the direction of the Chief Risk Officer, Chief Credit Officer or their designees, and in conjunction with subject matter experts from Credit and from the Lines of Business, crafting proposed policy language and bringing policy changes forward for discussion within the context of the Business Credit Risk Working Groups.
TFF Corporation
$50000 - $75000
Atlanta, GA
Join our team as a Remote Financial Consultant and gain the tools, mentorship, and support to thrive in the financial industry, no prior experience required. We offer comprehensive training and licensing support, and as you progress, the opportunity to build and lead your own remote financial agency.
Fame Financial | WFG
$80000 - $160000
Glendora, CA
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.
Sares-Regis Group
$22 - $26
Sunnyvale, CA
Sares Regis Group of Newport Beach, California, is a privately held real estate development, investment and management firm that focuses on commercial properties and multifamily communities in the western U.S. Since its founding in 1993, SRG has developed and acquired more than $7 billion in commercial and residential assets. • Accompanies prospects to model apartments and discusses size and layout of rooms, available facilities, such as swimming pool, location of shopping centers and freeways, services available, and terms of lease.
New York Life
$80000 - $130000
Melville, NY
Becoming a New York Life Financial Services Professional is an ideal opportunity for individuals who want to build a financial services business with significant income potential, help others achieve financial security, and maintain a flexible schedule. Headquartered in New York City, New York Life's family of companies offers life insurance, retirement income products, and long term care insurance.
Artech LLC
Los Angeles, CA
The consultant will be responsible for maintaining and supporting the SAP PPM solution, ensuring smooth system operations, handling incidents, and supporting service requests related to capital project configurations. We are seeking an experienced SAP PPM Consultant to support Application Management Services (AMS) for capital project management processes.