Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Investment Strategy Consultant - Retirement Plans

USI Insurance Services

USI Consulting Group (USICG) is seeking an Investment Consultant to support client investment reporting and recommendations by compiling and analyzing statistical financial data and plan-specific information. You will evaluate capital market trends and align client portfolios with investment policy objectives, while collaborating with sales and marketing teams to drive client outcomes. The role requires at least 6 years of investment performance experience, a 65 license, and strong #J-18808-Ljbffr USI Insurance Services

Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Investment Strategy Consultant - Retirement Plans in Brooklyn, NY vacancy
  •  ...your career as an Associate in our D&PS Planning & Analysis Team. In this dynamic role,...  ...analysis functions within the Commercial & Investment Banking (CIB) D&PS organization....  ...on-site health and wellness centers, a retirement savings plan, backup childcare, tuition... 
    Retirement
    Visa sponsorship

    JP Morgan Chase

    Jersey City, NJ
    3 days ago
  • Join the Global Technology Planning and Analysis (GT P&A) team to...  ...well as HR, Real Estate, GT Strategy and Vendor Management partners...  ...today we are a leader in investment banking, consumer and small...  ...health and wellness centers, a retirement savings plan, backup... 
    Retirement
    Work experience placement
    Visa sponsorship
    Flexible hours

    JP Morgan Chase

    Jersey City, NJ
    1 day ago
  •  ...supportive team, and receive investment in your professional...  ...analysts to internal consultants and workplace...  ...on locationPension / Retirement benefitsPaid Time Off...  ...part of the Financial Planning & Analysis team in the...  ..., and corporate strategy.Primary ResponsibilitiesThe... 
    Retirement
    Remote work
    Flexible hours

    DTCC- The Depository Trust & Clearing Corporation

    Jersey City, NJ
    1 day ago
  • The IAS Investment Consultant plays a key role in supporting client investment reporting...  ...statistical financial, economic, and plan-specific data. In this position,...  ...present, and prepare investment strategies to support pension and retirement plan sales efforts and help close... 
    Retirement
    Temporary work
    Local area
    Flexible hours

    USI Insurance Services

    Brooklyn, NY
    2 days ago
  •  ...seeking a results-oriented Financial Consultant to join our team. You will engage...  ...and provide tailored advice and strategies that align with their goals. You...  ...solutions, including investment opportunities, retirement planning, and wealth management strategies... 
    Retirement

    WealthBridge Financial Group

    Brooklyn, NY
    14 hours ago
  • The Variable Annuity Life Insurance Company is seeking a Financial Advisor to offer personalized retirement and financial planning services. This remote position allows for flexible scheduling, focusing on meeting the needs of clients and expanding business opportunities... 
    Retirement
    Remote job
    Flexible hours

    The Variable Annuity Life Insurance Company

    Brooklyn, NY
    14 hours ago
  • $100k - $130k

    Vice President ("VP"), Investment Consultant Responsible for managing retail sales activities....  ...The VP also develops annual business plans and strategies to maximize and retain sales in the...  ...and long-term disability), as well as retirement benefits (401(k) and profit sharing)... 
    Retirement
    Temporary work
    Work at office
    Flexible hours

    Calamos Investments

    Brooklyn, NY
    1 day ago
  •  ...0 years and today we are a leader in investment banking, consumer and small business...  ...-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement...  ..., advisors and institutions with strategies and expertise that span the full spectrum... 
    Retirement
    Work at office

    JP Morgan Chase

    Brooklyn, NY
    2 days ago
  • Blankinship & Foster, LLC seeks a Senior Financial Advisor to lead a client book and deliver comprehensive planning across retirement, tax, estate, investment, and risk management. You will manage relationships, guide planning processes, and collaborate with partners to... 
    Retirement

    Sacbar

    Brooklyn, NY
    2 days ago
  •  ...seeking an Associate Wealth Advisor to join our planning-centric team in West Hartford, CT. You will...  ...process. You will develop, implement, and monitor strategies across retirement, risk management, tax, estate, and investment planning, while collaborating with the... 
    Retirement

    Focus Partners Wealth

    Brooklyn, NY
    3 days ago
  •  ...looking for a Financial Advisor to provide personalized financial planning for clients. This remote position involves meeting clients,...  ...competitive benefits package, including medical, dental, and retirement savings plans, is offered. #J-18808-Ljbffr The Variable Annuity... 
    Retirement
    Remote job

    The Variable Annuity Life Insurance Company

    Brooklyn, NY
    2 days ago
  •  ...financial guidance to individuals and create tailored financial plans. The ideal candidate will show integrity, leadership skills,...  ...training and benefits such as paid medical/dental insurance, a 401(k) retirement plan, and expense-paid trips. Join us and make a positive... 
    Retirement

    Modern Woodmen of America

    Brooklyn, NY
    2 days ago
  • $55.35k - $60.75k

    ## Retirement Plan Specialist Financial CounselorApplylocations: Work From Home, USAtime type:...  ...worldwide. Our insurance, retirement, and investment solutions help people make the most of...  ...General Counsel, Risk, Internal Audit, Strategy and Development, and Corporate Affairs,... 
    Retirement
    Remote work
    Work from home
    Worldwide

    Transamerica Corporation

    Brooklyn, NY
    1 day ago
  • $115k - $180k

    About Metis Strategy Metis Strategy, a management and strategy consulting firm, focused on the intersection of business and...  ...create and manage structured work plans to meet client expectations and...  ...leave, and family benefits; retirement contributions; stipend for continued... 
    Retirement
    Work experience placement
    Work at office

    Metis Strategy, LLC

    Brooklyn, NY
    2 days ago
  • Description:A fantastic opportunity to work in Corporate & Investment Bank Finance &Business Manager supporting the Fixed Income...  ...care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support... 
    Retirement

    JP Morgan Chase

    Brooklyn, NY
    2 days ago
  •  ...diversity and inclusion. Using a broad investment product and thought leadership platform...  ...assisting the Advisors with ongoing wealth planning for clients and referral source...  ...on-site health and wellness centers, a retirement savings plan, backup childcare, tuition... 
    Retirement

    JP Morgan Chase

    Brooklyn, NY
    14 hours ago
  •  ...the search for a Senior Investment Advisor. This is an exceptional...  ...-based financial planning. Develop and execute strategies to grow investment...  ...customized investment, retirement, and insurance solutions...  ...degree preferred. Strong consultative sales, relationship management... 
    Retirement

    Angott Search Group

    Brooklyn, NY
    3 days ago
  • $82.5k - $110k

     ...and have strong analytical skills. A competitive salary range of $82,500 - $110,000 annually is offered, along with a comprehensive benefits package including bonuses, retirement plans, and health coverage. #J-18808-Ljbffr SANMINA-SCI TECHNOLOGY INDIA PRIVATE LIMITED
    Retirement

    SANMINA-SCI TECHNOLOGY INDIA PRIVATE LIMITED

    Secaucus, NJ
    3 days ago
  • $212.7k

    Job DescriptionDirector, US Strategic Risk, CCAR and Resolution Planning, Royal Bank of Canada (US), Jersey City, NJ: Create and...  ...risk or compliance initiatives.Supporting or leading periodic strategy reviews, with a documented history of monitoring and reporting... 
    Full time
    Work experience placement
    Remote work
    Monday to Friday
    1 day per week

    Royal Bank of Canada

    Jersey City, NJ
    1 day ago
  • $100k - $170k

    AWM, External Investing Group, Early-Stage Capital, Investment...  ...services for pension plans, sovereign wealth...  ...funds, co-investment strategies, secondaries, hedge...  ...investment banking, management consulting, venture capital, or...  ...Financial Wellness & Retirement We assist employees... 
    Retirement
    Full time
    Temporary work
    Part time
    Work at office

    Goldman Sachs Bank AG

    Brooklyn, NY
    1 day ago
  •  ...Financial Group is seeking a results-oriented Financial Consultant to join our team, helping clients understand their financial objectives and providing tailored strategies for investment opportunities, retirement planning, and wealth management. You will leverage financial... 
    Retirement

    WealthBridge Financial Group

    Brooklyn, NY
    14 hours ago
  •  ...health, employee benefits, investment and wealth management products...  ...Wellness Program* 401(k) Retirement Plan* Life and Disability Plans*...  ...more successful in their strategy, more knowledgeable of/in their...  ...the right sales and consulting experience* Join large or otherwise... 
    Retirement
    Local area
    Flexible hours

    HUB International

    Brooklyn, NY
    1 day ago
  • $121k

     ...developing and implementing the campaign strategy, leading in-nation advocacy, and Network...  ...development of comprehensive advocacy plans that build a cohesive movement with the...  ...care coverage, a work-from-home stipend, retirement plan options, paid holidays plus unlimited... 
    Retirement
    Local area
    Remote work
    Work from home
    Flexible hours

    NextGenEnergyJobs

    Brooklyn, NY
    3 days ago
  •  ...Strategist determines communication strategies and designs the elements for...  ..., communication materials, plans, and reports Evaluates and...  ...-related needs. Offers consultation and technical assistance as...  ...of Sick Leave per year. Retirement Savings Plans. Longevity Pay... 
    Retirement
    Full time
    Part time
    For contractors
    Work at office
    Local area

    State of Oklahoma

    Brooklyn, NY
    4 days ago
  • $10k

     ...subject matter expert for content automation strategy and scalable content solutions...  ...equal to 15% of your base salary to your retirement account that is separate from the company...  ...caregiver leaves* Choice of medical and dental plans and an and an employer contribution into... 
    Retirement
    Local area
    Remote work
    Flexible hours

    MFS International Australia Pty Ltd

    Brooklyn, NY
    1 day ago
  • $121k

     ...developing and implementing the campaign strategy, leading in‑nation advocacy, and Network...  ...development of comprehensive advocacy plans that build a cohesive movement with the...  ...care coverage, a work‑from‑home stipend, retirement plan options, paid holidays plus unlimited... 
    Retirement
    Local area
    Remote work
    Work from home
    Flexible hours

    Seeds Renewables

    Brooklyn, NY
    3 days ago
  •  ...major health systems, health plans, and suppliers to help patients...  ...Over the last few months, a consultant improved our in-house design...  ...You will also influence R&D strategy as we build and enhance our catalog...  ...Savings Account 401(k) Retirement Plan Equity Incentive Plan Annual... 
    Retirement
    Remote job
    Full time
    Contract work
    Summer work
    Work at office
    Local area
    Immediate start
    Home office
    Flexible hours

    Parachute Health, LLC

    Brooklyn, NY
    2 days ago
  • $90k - $120k

     ...and OCIO teams, supporting investment risk and liquidity management...  ...endowments, foundations, retirement plans, and ultra-high-net-worth families...  ...alignment with CIO strategy, and supporting continuous...  ...management support, or risk consulting, preferably within an OCIO,... 
    Retirement
    Full time
    Flexible hours

    UBS

    Weehawken, NJ
    2 days ago
  •  ...partners to develop and refine pricing strategies for new and existing products. You'll lead...  ...an equal opportunity employer.Verisk invests in a benefits package for all employees...  ...the following: Health Insurance, a Retirement Plan, Disability benefits, and a Paid Time Off... 
    Retirement

    Verisk Analytics

    Jersey City, NJ
    1 day ago
  •  ...societies become strongerVerisk Analytics is an equal opportunity employer.Verisk invests in a benefits package for all employees that includes the following: Health Insurance, a Retirement Plan, Disability benefits, and a Paid Time Off program. We offer a competitive... 
    Retirement
    Work at office

    Verisk Analytics

    Jersey City, NJ
    3 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Investment Strategy Consultant - Retirement Plans. Be the first to apply!