4165 investment consultant jobs found

Assistant Investment ConsultantLondonPermanent/Full-timeHybridXPS Investments is experiencing high growth and we are now looking to hire an Assistant Investment Consultant to join our vibrant London office with hybrid working.We are looking for an individual that will excel in this advisory role, combining excellent communication skills and a passion for investments. in this role you will be worki...

Would you like to be a part of a specialised team that brings market leading independent pensions, insurance and wealth management consulting services to corporate clients? Do you enjoy working with autonomy, managing a team, dealing with some of the biggest names in the space? Would you be interested in working in a dynamic and agile environment where you can also get involved in other areas of the business such as Corporate Finance, ESG Stewardship, Valuations, etc.? If that has spiked an interest with you, please see more below. Our client is one of the leading investment consultancies in the UK, which has been breaking the mould within the consultancy space. They have strong experience across investment consulting, actuarial, capital markets and asset management. Employees here work closely with wealth managers, insurers, corporate pension schemes (DB and DC). Their Investment Advisory practice has been a key growth area within the firm over the last few...

Investment Consultant II - Merrill Premium page is loaded Investment Consultant II - Merrill Premium Apply locations Pennington Hunt Valley Lincoln Chandler Rolling Meadows time type Full time posted on Posted Yesterday job requisition id 23019044 Job Description: The registered Investment Consultant II demonstrates knowledge of investments and financial markets and assists clients with their servicing and trading needs through inbound and outbound phone interactions. The Investment Consultant II will own the management, research, and communication of resolution to client issues while demonstrating expert knowledge of policies, procedures and processes. The role is responsible for achievement of high client satisfaction and relationship deepening through a disciplined and responsible approach.Responsibilities include:•Deliver exceptional service to clients by answering general account inquiries•Accurately execute and confirm trade orders as well as a variety of...

Property Investment Sales Consultant - Liverpool Monday - Friday 9am-6pm - NO WEEKENDS Realistic OTE £80,000k Property Investment Consultant - largely office based, over the phone sales role. You will qualify new clients, managing existing clients, understanding their criteria, and matching their criteria with one of our listed properties with the hope of generating sales. The candidate will also be working with property investors, understanding their investment trends and finding the best high yielding properties within our portfolio to offer them. Learn and understand each development Negotiate the selling of property for investment purposes Conduct viewings of residential property to prospective buyers Conduct over the phone sales for international buyers Meet agreed performance and sales targets Working with the UK's leading property developers What you'll Bring Experience in the Property Sales Sector Ideally in Off-Plan Investment Sales...

More Information Salary Offer: Job Reference: 1455 PROPERTY INVESTMENT CONSULTANT Are you looking for an exciting and rewarding career in property? We are currently looking to expand our thriving Manchester based sales team and are recruiting experienced sales professionals who want to earn well and further their career in property. Competitive salary and rates of commission with a first year realistic OTE £80,000+ and much higher earning potential from year 2 onwards. The successful candidate will have experience in progressing and closing sales, preferably within the residential or commercial property industry. Unlike typical high street estate agencies NPP Residential was born as a specialist off-plan investment agency and has, over the past 12 years, developed a full service offering to include sales, lettings, investments, and management divisions. We work collaboratively between departments to offer landlords, investors, and vendors a dynamic...

Would you like to be a part of a specialised team that brings market leading independent pensions, insurance and wealth management consulting services to corporate clients? Do you enjoy working with autonomy, managing a team, dealing with some of the biggest names in the space? Would you be interested in working in a dynamic and agile environment where you can also get involved in other areas of the business such as Corporate Finance, ESG Stewardship, Valuations, etc.?If that has spiked an interest with you, please see more below.Our client is one of the leading investment consultancies in the UK, which has been breaking the mould within the consultancy space. They have strong experience across investment consulting, actuarial, capital markets and asset management. Employees here work closely with wealth managers, insurers, corporate pension schemes (DB and DC).Their Investment Advisory practice has been a key growth area within the firm over the last few years, where they...

Here at Buck, following a period of sustained growth and success, and whole host of award wins, we are looking to expand our investment consulting team in London. If you have experience of consulting with clients in relation to investment strategies for their Defined Benefit and/or Defined Contribution Pension funds then we'd love to hear from you. It's worth noting that we are interested in talking to individuals that are currently working in Investment Consultant roles but are looking to take on a new challenge; within a business that'll truly value you and your career development, as well as Associate Consultants and Analysts looking to 'step up' into a Consultant role. In addition, whilst the role is 'based' in either our London, Manchester or Edinburgh offices, we can be very flexible/accommodating relating to working flexibly. This role is most responsible for getting things right for the client. Within this role, you will be a key contributor to all tasks with the clients...

Join the SSG Team as a Business Investment Consultant! If you are an experienced Recruitment Consultant but are looking for something VERY different then this could be the right career move for you! Basically, SSG Recruitment Partnerships is looking for a Business Investment Consultant to play a pivotal role in our mission to empower talented consultants to become successful business owners. Your Role: The Business Investment team is made up of experienced Recruiters who were once in your shoes. They wanted something different but wanted to put all their industry experience and knowledge to good use. As a Business Investment Consultant, you will be at the forefront of promoting and presenting SSG's unique offering to the recruitment community. Your key responsibility will be to identify, engage, and support potential recruitment business owners in their journey to business owners. You'll be the guiding force, leading them through the sales process. Your Responsibilities:...

Here at Buck, following a period of sustained growth and success, and whole host of award wins, we are looking to expand our investment consulting team in London. If you have experience of consulting with clients in relation to investment strategies for their Defined Benefit and/or Defined Contribution Pension funds then we'd love to hear from you. It's worth noting that we are interested in talking to individuals that are currently working in Investment Consultant roles but are looking to take on a new challenge; within a business that'll truly value you and your career development, as well as Associate Consultants and Analysts looking to 'step up' into a Consultant role. In addition, whilst the role is 'based' in either our London, Manchester or Edinburgh offices, we can be very flexible/accommodating relating to working flexibly. This role is most responsible for getting things right for the client. Within this role, you will be a key contributor to all tasks with the clients...

Here at Buck, following a period of sustained growth and success, and whole host of award wins, we are looking to expand our investment consulting team in London. If you have experience of consulting with clients in relation to investment strategies for their Defined Benefit and/or Defined Contribution Pension funds then we'd love to hear from you. It's worth noting that we are interested in talking to individuals that are currently working in Investment Consultant roles but are looking to take on a new challenge; within a business that'll truly value you and your career development, as well as Associate Consultants and Analysts looking to 'step up' into a Consultant role. In addition, whilst the role is 'based' in either our London, Manchester or Edinburgh offices, we can be very flexible/accommodating relating to working flexibly. This role is most responsible for getting things right for the client. Within this role, you will be a key contributor to all tasks with the clients...

Assistant Investment Consultant - Transitions Nationwide Full time / Permanent Hybrid Our mission is to help our clients effectively manage their risk. Communication is at the heart of what we do. We are proactive, strategic, knowledgeable, and innovative. The Investment practice is an area of rapid growth within XPS. We are very ambitious and want to continue growing strongly. Our clients are institutional investors, mostly pension schemes. We help our clients understand and agree their investment objectives. This combines journey planning (understanding the impact of targeting different levels of return) with asset liability modelling (understanding the risks associated with different investment strategies). We help our clients determine a suitable asset allocation. We use our in-depth knowledge to help our clients understand strategic and tactical investment opportunities. We help our clients with risk management. We produce analysis so our clients understand the risks to which...

Investment Consultant Leeds Permanent/Full time Hybrid Our team in Leeds is growing and we are now hiring for a new Investment Consultant to join us in this advisory role. The most suitable candidate will combine excellent communication skills, a passion about investments together with drive and enthusiasm. You will be working in client teams to produce strategic advice including growth portfolio design, liability hedging portfolios and cash flowing matching portfolios. XPS is an award-winning Pensions Consultancy with over 1600 staff in locations across the UK and our Investment business continues to experience rapid growth. We are ambitious and value our people as they provide the key to our success. We provide independent investment advice to defined benefit and defined contribution institutional pension schemes. We do not offer fiduciary management and are not tied to any platforms or fund managers. Our independence is critical to being able to provide the best investment advice...

Would you like to be a part of a specialised team that brings market leading independent pensions, insurance and wealth management consulting services to corporate clients? Do you enjoy working with autonomy, managing a team, dealing with some of the biggest names in the space? Would you be interested in working in a dynamic and agile environment where you can also get involved in other areas of the business such as Corporate Finance, ESG Stewardship, Valuations, etc.? If that has spiked an interest with you, please see more below. Our client is one of the leading investment consultancies in the UK, which has been breaking the mould within the consultancy space. They have strong experience across investment consulting, actuarial, capital markets and asset management. Employees here work closely with wealth managers, insurers, corporate pension schemes (DB and DC). Their Investment Advisory practice has been a key growth area within the firm over the last few years, where they...

Company Description Jobs for Humanity is partnering with Charles Schwab to build an inclusive and just employment ecosystem. Therefore, we prioritize individuals coming from the following communities: Refugee, Neurodivergent, Single Parent, Blind or Low Vision, Deaf or Hard of Hearing, Black, Hispanic, Asian, Military Veterans, the Elderly, the LGBTQ, and Justice Impacted individuals. This position is open to candidates who reside in and have the legal right to work in the country where the job is located. Company Name: Charles Schwab Job Description Position Type: Regular Your Opportunity Our branch network is here to help everyone with their financial needs. We provide advice and support for retirement planning, educational planning, investment management, estate planning, active investing, managed banking, and lending needs. To learn more about what we offer, visit: Charles Schwab - Investor Services. What you have Building strong personal relationships with...

Company Description Jobs for Humanity is partnering with Charles Schwab to build an inclusive and just employment ecosystem. Therefore, we prioritize individuals coming from the following communities: Refugee, Neurodivergent, Single Parent, Blind or Low Vision, Deaf or Hard of Hearing, Black, Hispanic, Asian, Military Veterans, the Elderly, the LGBTQ, and Justice Impacted individuals. This position is open to candidates who reside in and have the legal right to work in the country where the job is located. Company Name: Charles Schwab Job Description Position Type: Regular Your Opportunity Our branch network is part of the broader Investor Services organization and is primarily responsible for providing advice and counsel to individuals and families with their financial needs. We assist with retirement planning, educational planning, investment management, estate planning, active investing, managed banking, and lending needs. To learn more about our client...

Job Description: Investment Consultant You joined the financial services industry to make a difference in the lives of your clients. At Fidelity, we have a relentless commitment to our clients. Come join a firm that is a stable industry leader where we focus on the importance of communicating to connect and not just communicating to transact. We empower professional flexibility, growth, and support thus enabling long-term success for you and our clients. The Purpose of Your Role Working in our Investor Center, you will develop financial plans customized to the needs of your mass affluent clients through a wide range of solution and services. Instead of spending your time sourcing new clients, you will engage with existing clients, allowing your focus to remain where it matters the most: cultivating relationships and providing investment solutions. The Expertise We re Looking For Previous success in building relationships, uncovering needs and...

Internal Investment Consultant, Associate Bring your ideas. Make history. BNY Mellon offers an exciting array of future-forward careers at the intersection of business, finance, and technology. We are one of the world's top asset management and banking firms that manages trillions of dollars in assets, custody and/or administration. Known as the "bank of banks" - 97% of the world's top banks work with us as we lead and serve our customers into the new era of digital. With over 238 years of rich history and industry firsts, BNY Mellon has been built upon our proven ability to evolve, lead, and drive new ideas at every turn. Today, we're approximately 50,000 employees across 35 countries with a culture that empowers you to grow, take risks, experiment and be yourself. This is what #LifeAtBNYMellon is all about. About BNY Mellon Investment Management: BNY Mellon Investment Management is a leading investment manager, with $1.8 trillion* in assets under management as...

Job Description: Investment Consultant You joined the financial services industry to make a difference in the lives of your clients. At Fidelity, we have a relentless commitment to our clients. Come join a firm that is a stable industry leader where we focus on the importance of communicating to connect and not just communicating to transact. We empower professional flexibility, growth, and support thus enabling long-term success for you and our clients. The Purpose of Your Role Working in our Investor Center, you will develop financial plans customized to the needs of your mass affluent clients through a wide range of solution and services. Instead of spending your time sourcing new clients, you will engage with existing clients, allowing your focus to remain where it matters the most: cultivating relationships and providing investment solutions. The Expertise We re Looking For Previous success in building relationships, uncovering needs and...

Job Description: Investment Consultant You joined the financial services industry to make a difference in the lives of your clients. At Fidelity, we have a relentless commitment to our clients. Come join a firm that is a stable industry leader where we focus on the importance of communicating to connect and not just communicating to transact. We empower professional flexibility, growth, and support thus enabling long-term success for you and our clients. The Purpose of Your Role Working in our Investor Center, you will develop customized financial plans through a wide range of products and services using your sound judgment, keen knowledge of products, and Fidelity\u2018s planning tools. Instead of spending your time sourcing new customers, you will engage with existing clients and warm leads, which will allow your focus to remain where it matters most: providing investment solutions and growing relationships with a dedicated local advisor. The Expertise We re...

Job Description: Investment Consultant You joined the financial services industry to make a difference in the lives of your clients. At Fidelity, we have a relentless commitment to our clients. Come join a firm that is a stable industry leader where we focus on the importance of communicating to connect and not just communicating to transact. We empower professional flexibility, growth, and support thus enabling long-term success for you and our clients. The Purpose of Your Role Working in our Investor Center, you will develop customized financial plans through a wide range of products and services using your sound judgment, keen knowledge of products, and Fidelity\u2018s planning tools. Instead of spending your time sourcing new customers, you will engage with existing clients and warm leads, which will allow your focus to remain where it matters most: providing investment solutions and growing relationships with a dedicated local advisor. The Expertise We re...