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Investment Counselor Jobs

2,995 Jobs

  • Northwestern Mutual- NYC Midtown – New York, NY
    EASY APPLY
    6 days ago 6d
    provide personalized financial planning through insurance and investment solutions, including: Asset and Income Protection… Business Planning Employee and Executive Benefits Investment Advisory Services Fee-Based Financial Planning Estate…
  • 3.6
    Fisher Investments – Dallas, TX
    18 days ago 18d
    management. The Job: As an InvestmentCounselor, you will be the face and voice of Fisher Investments. You will spend your time… The Details: When you come to work for us as an InvestmentCounselor, we provide you with an arsenal of support, including…
  • 4.1
    UW Credit Union – Madison, WI
    23 days ago 23d
    Credit Union staff with regard to investments and insurance b. Train and mentor junior Investment Services team members. c. Prepare… Consultant II may provide oversight and direction to other Investment Services staff including Financial Consultants newer to the…
  • 4.3
    AMG Funds – Greenwich, CT
    8 days ago 8d
    mutual funds subadvised by unaffiliated investment managers. This broad combination of investment products allows us to serve the needs… managed, return-oriented investment strategies to help your clients achieve their long-term investing goals. AMG Funds LLC is…
  • 3.3
    Vanguard – Scottsdale, AZ
    21 days ago 21d
    five years in an investment analyst/consultant/counselor position. Superior technical skills related to investment analysis preferred… broad range of investment topics of interest to Institutional investment professionals. Keeps abreast of investment process and…
  • 3.4
    Smart Financial – Houston, TX
    EASY APPLY
    NEW
    Cambridge Investment Research, Inc. a Broker/Dealer, member FINRA & SIPC. Advisory Services offered through Cambridge Investment Research… in the Houston area. Through an arrangement with Cambridge Investment Research, Inc. (CIR), we make securities products and services…
  • AXA Retirement Benefits Group – Plainview, NY
    8 days ago 8d
  • 3.8
    Fidelity Investments – Portland, ME
    14 days ago 14d
    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.…
  • 3.8
    Fidelity Investments – Paramus, NJ
    18 days ago 18d
    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…
  • 3.8
    Fidelity Investments – Scarsdale, NY
    25 days ago 25d
    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…
  • 3.8
    Fidelity Investments – Schaumburg, IL
    19 days ago 19d
    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…
  • 3.8
    Fidelity Investments – New York, NY
    HOT
    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…
  • 3.8
    Fidelity Investments – Wilmette, IL
    26 days ago 26d
    matters the most: cultivating relationships and providing investment solutions. The Skills You Bring In a team-based, sales… expectations. You have a deep understanding of various investment products, and are able to educate customers on the values…
  • 3.8
    Fidelity Investments – United States
    HOT
    millions of people save and invest through personal investment accounts and workplace savings plans. Our associates build long-term… communication and presentation skills About Fidelity Investments Fidelity Investments is one of the world's largest providers of financial…
  • 3.0
    Amplify Credit Union – Cedar Park, TX
    11 days ago 11d
    exceptional personalized service, sound investment advice, and high-quality investment products. In this role, you are an employee…
  • 3.8
    Fidelity Investments – United States
    28 days ago 28d
    prime attributes as you learn to provide the appropriate investment solutions to existing clients and help expand the acquisition… Skills You Bring � You are eager to learn about various investment products so that you may help customers make more informed…
  • Bay Street Staffing – Camas, WA
    NEW
    InvestmentCounselors (ICs) are considered the voice of the firm to our high net worth clients. As the central point of contact… contact, ICs educate each of our clients on the firms investment philosophy, explaining why weve made certain decisions for their particular…
  • 2.3
    Center for Behavioral Health – Charleston, SC
    $34k-$55k(Glassdoor est.)
    12 days ago 12d
    supervision and much more. Counselor Presently we are looking for a Full-Time Counselor for an outpatient substance clinic… MSW or willing to apply for certification as an Addictions Counselor through SCAADAC. Center for Behavioral Health offers…
  • 3.7
    The Job Window – Milwaukee, WI
    EASY APPLY
    NEW
    client’s existing and future client base. Join a company that invests in its employees and truly wants YOU to succeed! Benefits…
  • Groups – Columbus, OH
    NEW
    Groups, the Counselor/Therapist leads the treatment team, alongside physicians and administrators. The Counselor is the expert… the members treatment. By putting seasoned, compassionate Counselors in the lead, and minimizing bureaucracy at every turn, were…
  • 3.5
    Wells Fargo – Charlotte, NC
    19 days ago 19d
    equivalents will be accepted. Chartered Retirement Planning Counselor (CRPC) must be obtained within 180 days of hire date Disclaimer… maintained by the Investment Resource Consultant for fulfillment. Demonstrates expertise in areas of investments, markets, finance…
  • 3.5
    HUB International – Tulsa, OK
    5 days ago 5d
    is to provide analytics, financial analysis, and return on investment solutions; primarily for self-funder and ASO clients. You…
  • 3.5
    TD Ameritrade – Walnut Creek, CA
    5 days ago 5d
    clients goals, needs, objectives, investment preferences and desired level of involvement for investing / managing their portfolio.… and asset consolidation opportunities. Our Private Client Investment Consultant (PCIC) associates follow a consultative dialogue…
  • 2.0
    Dallas Employment Services, Inc. – San Mateo, CA
    NEW
    Job Description INVESTMENTCOUNSELOR DES is seeking a pro-active InvestmentCounselor to join the San Mateo, CA team at a… similar, a Series 65 or Series 66, andproven knowledge of investment policies and procedures. This is a phenomenal opportunity…
  • Doyle & Associates – Richardson, TX
    EASY APPLY
    20 days ago 20d
    servicing clients including preparing financial plans, conducting investment research and completing trades (when licensed) and transactions…
  • AXA Retirement Benefits Group – Plainview, NY
    EASY APPLY
    8 days ago 8d
    ability to offer clients additional annuity, insurance, and investment products that are appropriate for their situation. Leading… disability, and long-term care insurance • Business planning Investment Products • Mutual funds • Municipal and government bonds…
  • 3.7
    County of Santa Clara – Santa Clara, CA
    $84k-$141k(Glassdoor est.)
    6 days ago 6d
    financial advisers, trustees, bond ratings agencies, bond counselors, and other participants in the finance industry; Principles… including the issuance and administration of County debt, and investment of public funds; to perform highly complex analytical financial…
  • 3.3
    Edelman Financial Services – Costa Mesa, CA
    $50k-$71k(Glassdoor est.)
    28 days ago 28d
    regulatory standards. Responsibilities: Executing investment buy and/or sell orders Analyzing reports to determine appropriate…
  • 4.0
    The Execu|Search Group – New York, NY
    24 days ago 24d
  • 2.7
    Universal Health Services – Stockbridge, GA
    NEW
    Hospital is seeking a dynamic and talented Social Services Counselor. As a part of Southern Crescent Behavioral Health System… about the possibility of joining our team The Social Services Counselor will provide quality case management and psychotherapeutic…
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