Consultant jobs in the Sales, Retail, Business Development category in New York

Client Service Associate Prestigious Asset Management Company located in New York is currently seeking (3) individuals their expanding institutional investment group. Responsibilities: Provide support to various members of the Client Portfolio Management Client Service Support team. Generate client reports - including formatting, data-checking and select manual data entry. Distribute client/consul...
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Salary: Commensurate with experience + bonus potential. Job Description & Key Responsibilities: * Responsible for producing high quality, accurate responses to RFPs, RFIs and DDQs for the U.S. Investment Management product spectrum for both institutional and intermediary distribution channels. Responses include both qualitative and quantitative information. * Follow RFP Process guidelines and effe...
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Our Firm: As
a
truly
independent
investment
management
firm,
Preston
Wealth
Advisors
LLC
serves
the
needs
of
clients
demanding
superior
performance,
expert
advice,
transparent
fees,
and
exceptional
service.
Unlike
huge
financial
corporations
who
typically
have
little
quality
contact
with
individual
clients,
Preston
Wealth
Advisors
was
specifically
created
to
deliver
institutional-grade
portfolio
m...
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INVESTORS NEED US, WE NEED YOU! Investment Counselors meet with prospective clients before they invest. It is critical they get to know client’s needs, objectives and their risk tolerance. We carefully structure our investors’ portfolios using investments, some of which are proprietary, based on real value and frequently pay dividends and interest. We believe we have an obligation to guide our inv...
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CUSO Financial Services, L.P. (CFS) offers credit union members full-service financial planning and investment advice. CFS is a broker/dealer and RIA with a stable, 15 year track record of serving the investment needs of credit unions and their members. Our Financial Advisors work in tandem with the financial institution to provide comprehensive financial services to credit union members. As a Fin...
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Job Description Financial Consultant/Insurance Agent Job Overview: A financial consultant is an individual that is registered with LPL Financial, LLC (LPL) and a licensed insurance agent of Financial Resources Group. Through LPL and Financial Resources Group the individual provides financial planning and investment advice to individuals, corporate organizations and governments. The main role of th...
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Financial Services consultant positions available for Middle and Back office such as Financial Analyst, Business Analyst, Operations Support, Settlement Clerks, Client Service Representatives, Brokerage Operations, Project Managers, Mutual Fund Ops, Corporate Actions, Data Analyst, Research and Documentation Assistant openings. Staffing firm recruiting for top financial companies in Westchester Co...
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INVESTMENT ASSOCIATE: PRODUCT EXPERT Department: Product Management & Global Marketing Group Job Responsibilities: This position is working as an Associate at a highly prestigious money management firm with over $130B AUM. The company is seeking an individual to act as Product Expert in their Global Marketing Group. This individual will have assigned projects working directly with Client Portfolio...
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$50k Jersey City, Premier Financial Services Leader located in Jersey City has an exceptional opportunity in their Marketing department for financial services focused individual. In this ENTRY LEVEL role, you will be responsible for updating and responding to new business proposals and updating consultant databases Qualifications: Bachelors degree is required with proven academic performance (GPA ...
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$50k - $60k Premier Financial Services Leader located in Jersey City has an exceptional opportunity in their Marketing department for an experienced RFP (Request for Proposal) Specialist. In this exciting role you will be responsible for updating and responding to new business proposals and updating consultant databases To Be Considered For This Position: Bachelor’s degree is required with proven ...
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AXA Advisors is a leader in helping individuals and businesses address their financial goals through financial strategies, investment services and risk management. We have more than 50 branches across the country employing approximately5,000 financial professionals. AXA Advisors is an equal opportunity employer committed to a workplace that is diverse, inclusive and merit-based. We’re looking for ...
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AXA Advisors is a leader in helping individuals and businesses address their financial goals through financial strategies, investment services and risk management. We have more than 50 branches across the country employing approximately 6,000 financial professionals. AXA Advisors is an equal opportunity employer committed to a workplace that is diverse, inclusive and merit-based. We’re looking for...
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