Investment Consultant
Virtual Vocations Inc
To support the Water and Soil Accelerator (WASA) Agribusiness Catalyst, the remote Consultant - Investment Readiness and Capital Mobilization will provide investment advisory and transaction support services, focusing on advancing agribusiness models to investment readiness and mobilizing private-sector co-investment. Key responsibilities Develop an inception report and workplan, refining the assignment approach and investment-readiness criteria Create investor-ready business cases and pitch kits, assessing the commercial viability and financing needs of agribusiness models Engage with investors and facilitate capital mobilization efforts to secure targeted private-sector investment Required qualifications Master's degree in Finance, Economics, Business Administration, Development Finance, Agricultural Economics, or a related field Professional certification in finance or investment (e.g., CFA, ACCA, FMVA) 8-10 years of experience in investment advisory, transaction structuring, or private sector investment mobilization Proven track record of mobilizing private sector capital or co-investment Experience working with agribusinesses or in agricultural value chains, preferably in Zambia or Malawi
- As a trusted partner to clients, consultants, and internal stakeholders, the specialist evaluates portfolio impacts, identifies risks,... ...By activating internal and external stakeholders across the investment ecosystem, the role helps ensure investment objectives are achieved...SuggestedFull time
$128k - $268k
Location:127 Public Square, Cleveland OhioJob SummaryThe Family Wealth Investment Consultant Manager leads a team of Portfolio Strategists responsible for managing and constructing customized investment portfolios for ultra-high-net-worth clients within a fiduciary framework...SuggestedFull timeWork at officeFlexible hoursNight shift- ..., but not limited to, trust, insurance, lending, retirement planning services, restricted and controlled securities, alternative investments and asset management in the overall client planning process.Education and/or Experience. Advanced degree with a focus in trust and...Suggested
- POSITION SUMMARY:The Investment Consultant - Relationship Manager on a FA/PWA team is responsible for the development, maintenance, and oversight of relationships with new and existing clients. The Relationship Manager combines personal skills with all the resources of...Suggested
$68k - $135k
POSITION SUMMARY:The Investment Consultant - Relationship Manager on a FA/PWA team is responsible for the development, maintenance, and oversight of relationships with new and existing clients. The Relationship Manager combines personal skills with all the resources of...SuggestedTemporary work- ...Charles Schwab’s Branch Network invites you to start as an Investment Consultant (IC), a hands‑on role where you’ll learn through proactive client outreach, needs‑based conversations, and solution positioning alongside seasoned Financial Consultants. You’ll gain coaching...
- ...Charles Schwab in Denver is looking for an Investment Consultant (IC) who will learn and grow within their Branch Network. This entry-level position sets the foundation for a career in financial consulting and involves building client relationships through outbound calls...
- ...Charles Schwab is looking for an Investment Consultant (IC) in Lake Terrace, Virginia. In this role, you will build a book of business and gain exposure to financial consulting while collaborating with experienced Financial Consultants. The ideal candidate will have a...
- Investment Quantitative Product ConsultantQuantitative Research & Development TeamFull-TimeBoston, MA, New York, NY or Springfield, MAThe OpportunityAs an Investment Quantitative Product Consultant on the Quantitative Product Development team within Quantitative Research...Full timeTemporary work
- Accenture Consulting: Your Unique Place in our Global CollectiveBeing part of Accenture Consulting means becoming an expert at making the... ...an ownership and founder mindset doesn’t happen by chance. We invest in training and development in a big way, so you can build your...Full timeWork experience placementLive inWork at officeLocal area
$85.5k - $125.5k
Join Our Team as an Investment Lending Consultant and Unleash Your Full Potential Are you a dynamic, driven individual with a passion for sales and a competitive spirit? If so, we have the perfect opportunity for you! Unleash your potential and grow your career with us...Full timeTemporary workWork experience placementBank staffWork at officeLocal areaFlexible hours$28.85 - $36.06 per hour
...identifying broader product and service solutions that meet their investment and saving needs. Key responsibilities include applying... ...action up to and including termination.The registered Investment Consultant II demonstrates knowledge of investments and financial markets...Hourly payFull timeWork at officeFlexible hoursDay shift- About The Role:The Investment Strategy & Consulting (IS&C) team within Baird Private Wealth Management (PWM) plays a key role in ensuring that Baird Financial Advisors have the tools and capabilities across our investment, liquidity, retirement plans, and insurance platforms...Full timeWork at office
- Job Description:Investment ConsultantYou joined the financial services industry to make a difference in the lives of your clients. At... ...and exceed expectationsYou have outstanding communication and consultative skills, and you thrive in a fast-paced work environmentNote:...Full timeLocal area
- ...allow your focus to remain where it matters most: providing investment solutions and growing relationships with a dedicated local advisor... ...and exceed expectationsOutstanding communication and consultative skills, and thrives in a fast-paced work environmentThe TeamFidelity...Full timeLocal area
$125k - $175k
...AssetMark Wealth Services develops innovative, outcome-oriented investment strategies and portfolios. We partner exclusively with... ...our multi-asset, SMA, and ETF solutions. As Senior Investment Consultant - Private Markets, you will play a key role in building AssetMark...Full timeWork at officeRemote workFlexible hours$144k - $261k
At T. Rowe Price, we identify and actively invest in opportunities to help people thrive in an evolving world. As a premier global asset... ...SummaryIn partnership with management, the Regional Investment Consultant will foster a sales and relationship building strategy for the...Full timeContract workLocal areaRemote work- About this role:The WIM Investment Solutions Center of Excellence (IS COE) is looking for an Investment Portfolio Control Consultant in the FA Directed Portfolio Analysis (FADPA) team. The FADPA team is responsible for monitoring of investment risk for advisors that have...Ongoing contractFull timeWork experience placementWork at officeImmediate startRelocation package
$80k - $150k
Location:127 Public Square, Cleveland OhioJob SummaryAdvises clients on appropriate investment strategies and constructs and customizes portfolios according to client needs or preferences. Maintains a high level of collaboration with relationship team to ensure that investment...Full timeWork at officeFlexible hoursNight shift$144k - $261k
At T. Rowe Price, we identify and actively invest in opportunities to help people thrive in an evolving world. As a premier global asset... ...market share.ResponsibilitiesClient Relationship Management & Consulting:Directly manage sales, revenue generation, and relationships...Full timeContract workLocal areaRemote work$68k - $120k
...responsible for the development, maintenance and oversight of the investment strategy and asset allocation for clients serviced by the team... ...the Portfolio Management Group (“PMG”), a sub-division of the Consulting Group (“CG”) Supports Financial Advisors in analyzing...Full timeTemporary workWork experience placement- ...build meaningful relationships, grow your skills, and contribute to a client-first culture that drives innovation. As an Investment Consultant (IC) in Schwab's Branch Network, you'll take a critical first step on the path toward becoming a Financial Consultant....Full timeFlexible hours
- Job Description:Investment Management Consultant II Note: Fidelity will not provide immigration sponsorship for this position.The RoleThe role of Investment Management Consultant II is to act as a product authority on managed accounts and the associated managed account...Full time
- ...meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together. As an Investment Consultant (IC) at Schwab, you have the opportunity to learn and grow within our Branch Network at the ground floor....Full time
$144k - $261k
At T. Rowe Price, we identify and actively invest in opportunities to help people thrive in an evolving world. As a premier global asset... ...and operational compliance, and risk mitigation.Serves as consultant to the client on how T. Rowe Price products and services can satisfy...Full timeContract workLocal areaRemote work$125k - $175k
An Investment Consultant - Relationship Manager on a Financial Advisor team is responsible for the development, maintenance and oversight of relationships with new and existing clients. The Relationship Manager combines personal skills with all the resources of Morgan Stanley...Temporary workWork experience placement$190k - $230k
...ever evolving and rapidly growing infrastructure space.An exciting time to work in infrastructure & project finance as significant investments in the infrastructure space are resulting in a diversity of new and interesting sectors and projects to work on. The position has...Shift work- ...The Role: Investment Consultant - Advisor Solutions (Irving, Texas) United Capital Financial Advisors empowers clients to make confident financial decisions and achieve their long‑term goals. Our advisor‑led wealth management business delivers financial planning, investment...
- ...Description and Requirements About the Role: The IAS Investment Consultant plays a key role in supporting client investment reporting and recommendations by compiling and analyzing statistical financial, economic, and plan-specific data. In this position, you...Temporary workLocal areaFlexible hours
$101.23k - $172.36k
...Investment Consultant What is the opportunity? Expand and deepen the network of Independent Financial Advisors, CPAs and attorneys referring clients to Rochdale and to communicate and meet high net worth investors who have expressed an interest in CNR investment services...Remote work
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