Investment Counselor Jobs | Glassdoor

Investment Counselor Jobs

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  • 3.4
    US Bank – Minneapolis, MN
    1 days ago 20hr
    Responsible for the efficient administration of trust accounts for an affluent or high net worth client base where the bank…
  • 3.7
    NFP – Pittsburgh, PA
    21 days ago 21d
    Summary: NFP is hiring a Senior Financial Advisor to work in Pittsburgh, Pennsylvania. Our Senior Financial Advisor will…
  • 3.5
    Buffett Senior Healthcare – Omaha, NE
    Est. Salary $38k-$62k
    14 days ago 14d
    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…
  • 3.4
    US Bank – Saint Louis, MO
    1 days ago 14hr
    Responsible for developing, managing, and retaining full service relationships with high income/high net worth private…
  • 3.1
    LPL Financial – Lexington, MA
    Est. Salary $33k-$46k
    10 days ago 10d
    Job Description Well established financial planning and investment advisory firm, located in Lexington, MA has an immediate opening…
  • 3.3
    First Tech Federal Credit Union – Kirkland, WA
    28 days ago 28d
    and service driven Investment Associate who is willing to go the extra mile for our members. The Investment Associate will assist… years’ experience in a client facing support role with an investment/wealth management company, plus their Series 6& 63 FINRA licenses…
  • 3.7
    Lenox Advisors – New York, NY
    Est. Salary $37k-$54k
    3 days ago 3d
    Who we are: Lenox Advisors is a full-service, multi-faceted financial services firm. Our clients hire us for our commitment…
  • 3.2
    Edelman Financial Services – Red Bank, NJ
    Est. Salary $50k-$73k
    4 days ago 4d
    to regulatory standards. Responsibilities: Executing investment buy and/or sell orders Analyzing reports to determine appropriate…
  • 3.5
    Fisher Investments – San Jose, CA
    27 days ago 27d
    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…
  • 3.7
    Lenox Advisors – New York, NY
    2 days ago 2d
    wealth management spectrum including financial planning, investments, tax planning, asset allocation, risk management, insurance… business groups within the community. Developed knowledge of investment and insurance solutions. Minimum two to five years of experience…
  • 3.8
    Fidelity Investments – Greenwood Village, Arapahoe, CO
    Est. Salary $32k-$47k
    20 days ago 20d
    The Purpose of Your Role You bring your passion, we’ll invest in you. Yes, we are in financial services, but not in the competitive… employees payback their student loan debt. Fidelity Investments was recognized as the Glassdoor Candidates’ Choice Awards…
  • 2.7
    Kelmar Associates LLC – Wakefield, MA
    8 days ago 8d
    Client Support Associate Location MA - Wakefield Job Code 100063 # of openings 1…
  • 3.1
    AdviceOne – Glastonbury, CT
    9 days ago 9d
    About AdviceOne: AdviceOne LLC is a growing wealth management firm that offers financial planning and asset management to…
  • 2.6
    Investment Professionals – San Antonio, TX
    16 days ago 16d
    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…
  • 4.4
    Softheon, Inc. – Stony Brook, NY
    Est. Salary $41k-$67k
    23 days ago 23d
    Client Success Associate – Stony Brook, NY The Client Success team works to deliver continuous client care as Softheon…
  • 3.0
    Amplify Credit Union – Round Rock, TX
    28 days ago 28d
    exceptional personalized service, sound investment advice, and high-quality investment products. In this role, you are an employee…
  • 3.1
    OneSource Virtual – Dallas, TX
    2 days ago 2d
    Organizations across the globe rely on OneSource Virtual for Workday services, support, optimization, and consulting. We…
  • 3.7
    Midland States Bank – Saint Louis, MO
    9 days ago 9d
    The Financial Advisor provides investment recommendations and advice to perspective and current clients. Helps clients identify… developing, deepening, and maintaining relationships with investment management clients, trust clients, beneficiaries, and other…
  • 3.6
    TD Ameritrade – Burlington, MA
    1 days ago 21hr
    portfolio planning skills and comprehensive industry and investment knowledge Adheres to all compliance/risk procedures, follows… customer and TDA at all times Requirements: 3-5 years of investment based sales and relationship management experience Established…
  • 3.7
    MINDBODY, Inc – San Luis Obispo, CA
    Est. Salary $37k-$55k
    1 days ago 12hr
    JOB SUMMARY: The goal of this position is to drive adoption of MINDBODY marketing features, tools and programs by MINDBODY…
  • 3.5
    Fisher Investments – San Jose, CA
    1 days ago 13hr
    client trade requests Serving as points of contact for Investment Counselor teams to provide trade rational and recommendations for… Team is responsible for translating the investment strategies designed by the Investment Policy Committee (IPC) into executable…
  • 3.6
    TD Ameritrade – Fort Worth, TX
    1 days ago 21hr
    portfolio planning skills and comprehensive industry and investment knowledge Adheres to all compliance/risk procedures, follows… customer and TDA at all times Requirements: 3-5 years of investment based sales and relationship management experience Established…
  • 2.8
    David Lerner Associates – Westport, CT
    EASY APPLY
    17 days ago 17d
    entrepreneurial-minded people to become Investment Counselors. You will meet with prospective clients before they invest in order to determine their… successful career in the investment industry. Last year the average income of our Investment Counselors with over 2 years experience…
  • 3.5
    Fisher Investments – San Francisco, CA
    27 days ago 27d
    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…
  • 2.8
    Aaron's – Spring, TX
    8 days ago 8d
    both in the field and on the phone Act as a customer counselor who resells the benefits of timely lease agreement renewal… individual with respect, compassion and integrity. We are highly invested in the communities we serve through our community outreach…
  • 4.2
    Collaborative Solutions – Reston, VA
    16 days ago 16d
    Collaborative Solutions is seeking Financials Consultants with Financial Management systems experience and expertise in the…
  • 3.3
    First Tech Federal Credit Union – Boise, ID
    28 days ago 28d
    searching for an experienced Financial Advisor to join our Investment team. The Financial Advisor assists clients in identifying… 3 years’ experience in the sale and delivery of personal investment products and services, with the ability to balance competing…
  • ARMCO, LLC dba Aaron's – Waukegan, IL
    22 days ago 22d
    Revenues and Protect Company Assets * Act as a customer counselor by discussing benefits of timely lease agreement renewal payments… individual with respect, compassion and integrity. We are highly invested in the communities we serve through our community outreach…
  • 3.6
    Merrill Lynch – Chandler, AZ
    2 days ago 2d
    with existing and prospective clients, review investment goals, prepare investment recommendations that align with client goals,… a leading provider of comprehensive wealth management and investment products and services for individuals and businesses. With…
  • 3.6
    P-Solve LLC – Waltham, MA
    EASY APPLY
    23 days ago 23d
    We are currently seeking a senior level Investment Consultant to lead the growth and development of the U.S. Defined Contribution… Help shape the offering and contribute positively to our investment and governance process Support the business development…
  • 3.6
    Merrill Lynch – South Bend, IN
    3 days ago 3d
    Job Description: The Team Financial Advisor (TFA) role is a specific functional role aligned to a Financial Advisor (FA…
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