Investment Counselor Jobs | Glassdoor

Investment Counselor Jobs

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  • The Capital Group – San Francisco, CA
    2 days ago 2d
    to selectively add to its team of advisors, known as Investment Counselors, to work directly with clients to cultivate and foster… relationships with the firm. Under the firm’s unique model, Investment Counselors have an opportunity to build their own practice and…
  • 3.5
    Fisher Investments – Camas, WA
    26 days ago 26d
    continued achievement as a Portfolio Counselor. You will be the voice of Fisher Investments from our Portland Metro Area office,… passionate about how we service our clients. The Portfolio Counselor is responsible for welcoming new clients and aligning our…
  • 3.3
    Concord University – Saint Albans, WV
    1 days ago 1d
    16-15 Job Name: Investment Counselor (St. Albans, WV) Job Description: Investment Counselor Company: BB&T Corporation… prioritize investment goals; Match the best investment solutions available to clients' specific needs; Implement investment decisions…
  • 3.8
    Capital Group – San Francisco, CA
    8 days ago 8d
    to selectively add to its team of advisors, known as Investment Counselors, to work directly with clients to cultivate and foster… relationships with the firm. Under the firm’s unique model, Investment Counselors have an opportunity to build their own practice and…
  • 3.5
    Fisher Investments – Camas, WA
    26 days ago 26d
    step in your career? Fisher Investments has an opportunity for you! Check out our Investment Counselor position. Do you have… : Be the voice of Fisher Investments to our high net worth clients as an Investment Counselor. You will spend your time educating…
  • 3.4
    CitiGroup – Washington, DC
    6 days ago 6d
    local networks. Investment counselors at Citi Private Bank will understand how to align products and other investment solutions with… the US. RESPONSIBILITIES AND CANDIDATE PROFILE: Investment counselors joining Citi Private Bank will be distinguished and highly…
  • 3.0
    CitiMortgage – Washington, DC
    6 days ago 6d
    local networks. Investment counselors at Citi Private Bank will understand how to align products and other investment solutions with… the US. RESPONSIBILITIES AND CANDIDATE PROFILE: Investment counselors joining Citi Private Bank will be distinguished and highly…
  • 3.5
    BB&T – Leesburg, FL
    10 days ago 10d
    current investment accounts and strategies; b. Determine and prioritize investment goals; c. Match the best investment solutions… specific needs; d. Implement investment decisions promptly and accurately; e. Review investment plans with clients on a regular…
  • 3.4
    Citi – Washington, DC
    4 days ago 4d
    local networks. Investment counselors at Citi Private Bank will understand how to align products and other investment solutions with… the US. RESPONSIBILITIES AND CANDIDATE PROFILE: Investment counselors joining Citi Private Bank will be distinguished and highly…
  • 3.4
    Citibank – Washington, DC
    4 days ago 4d
    local networks. Investment counselors at Citi Private Bank will understand how to align products and other investment solutions with… the US. RESPONSIBILITIES AND CANDIDATE PROFILE: Investment counselors joining Citi Private Bank will be distinguished and highly…
  • 3.5
    BB&T – United States
    1 days ago 24hr
    current investment accounts and strategies; b. Determine and prioritize investment goals; c. Match the best investment solutions… specific needs; d. Implement investment decisions promptly and accurately; e. Review investment plans with clients on a regular…
  • 4.6
    Capital Financial Group LLC – Nashville, TN
    EASY APPLY
    1 days ago 22hr
    rewards: Unlimited earning potential based on your willingness to invest the time and effort needed to succeed Top 5 Attributes…
  • 3.0
    CitiMortgage – New York, NY
    7 days ago 7d
    overseeing investment portfolios as well as in delivering advice and guidance on markets and actionable investment ideas.… focusing on the investment relationship in partnership with the Banker • Arrange and lead regular (quarterly) investment and business…
  • 3.8
    Fidelity Investments – Farmington Hills, MI
    Today 6hr
    matters the most: cultivating relationships and providing investment solutions. The Skills You Bring In a team-based,… expectations. You have a deep understanding of various investment products, and are able to educate customers on the values…
  • 3.4
    Citibank – New York, NY
    13 days ago 13d
    overseeing investment portfolios as well as in delivering advice and guidance on markets and actionable investment ideas. Appropriate… focusing on the investment relationship in partnership with the Banker • Arrange and lead regular (quarterly) investment and business…
  • 3.8
    Fidelity Investments – Cleveland, OH
    1 days ago 19hr
    sales-person. Come join a team that will value your contribution and invest in your future. Our Financial Consultant Program outlines the… working at Fidelity, visit FidelityCareers.com Fidelity Investments is an equal opportunity employer.…
  • 2.6
    Investment Professionals – United States
    6 days ago 6d
    client base via prospecting and servicing clients Analyze investment opportunities and client needs and recommend appropriate strategies… planning and wealth management Market and present appropriate investment solutions, financial, and wealth management services to clients…
  • 3.4
    CITI – New York, NY
    13 days ago 13d
    overseeing investment portfolios as well as in delivering advice and guidance on markets and actionable investment ideas. Appropriate… focusing on the investment relationship in partnership with the Banker • Arrange and lead regular (quarterly) investment and business…
  • WrapManager, Inc. – San Francisco, CA
    EASY APPLY
    1 days ago 18hr
    methodology will give you a meaningful competitive advantage. Our Investment Advisors will both manage existing clients and work to gain…
  • 3.5
    Buffett Senior Healthcare – Omaha, NE
    Est. Salary $38k-$62k
    13 days ago 13d
    financial counselor, financial analyst, portfolio, finance, profit & loss, profit and loss, investment advisor, investment counselor… counselor, investment, retirement planning, education planning, insurance sales, insurance agent, financial sales, agent, financial…
  • 3.7
    Lenox Advisors – New York, NY
    Est. Salary $37k-$54k
    1 days ago 23hr
    Who we are: Lenox Advisors is a full-service, multi-faceted financial services firm. Our clients hire us for our commitment…
  • 3.8
    Fidelity Investments – Chicago, IL
    1 days ago 20hr
    incomparable integrity, we know that clients invest their trust in you. Join a team that also invests in you with key product and service… Exceptional knowledge of investment products Ability to thoughtfully introduce your clients to different investment strategies by leveraging…
  • 3.7
    Central Pacific Bank – Honolulu, HI
    6 days ago 6d
    of Private Banking, Central Pacific Investment Services, and Personal Trust and Investment Management. Strategies should effect…
  • 4.5
    Max Credit Union – Auburn, AL
    7 days ago 7d
    Offer Member Education courses as related to investments. Oversee the investments and making changes as necessary in order to… debt management, cash management, insurance coverage, and investments. Interview clients to determine their current income,…
  • 3.8
    Fidelity Investments – Providence, RI
    1 days ago 15hr
    industry. We help millions of people save and invest through personal investment accounts and workplace savings plans. Our associates… 's Mass Affluent investor base with greater than $250K in investable assets. In building your "book," you will be working with…
  • 4.4
    RocketSpace – San Francisco, CA
    12 days ago 12d
    RocketSpace is bringing the future to market. It is an exciting time to be in the technology industry, even for non-techies.…
  • 3.5
    Buffett Senior Healthcare – Omaha, NE
    28 days ago 28d
    financial counselor, financial analyst, portfolio, finance, profit & loss, profit and loss, investment advisor, investment counselor… counselor, investment, retirement planning, education planning, insurance sales, insurance agent, financial sales, agent, financial…
  • 3.7
    Central Pacific Bank – Honolulu, HI
    13 days ago 13d
    Posted On03/15/2017 Investment Consultant - Central Pacific Investment Services CENTRAL PACIFIC PLAZA… 3+ years’ experience as an Investment Consultant in the sales and delivery of personal investment and insurance products Experience…
  • 2.7
    Kelmar Associates LLC – Wakefield, MA
    6 days ago 6d
    Client Support Associate Location MA - Wakefield Job Code 100063 # of openings 1…
  • 3.1
    AdviceOne – Glastonbury, CT
    7 days ago 7d
    About AdviceOne: AdviceOne LLC is a growing wealth management firm that offers financial planning and asset management to…
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