Investment Consultant
City National Bank
A leading financial institution in Concord, New Hampshire, is seeking an experienced Investment Consultant. You will expand and deepen relationships with Independent Financial Advisors and high net worth investors, ensuring smooth transitions into portfolio management. Ideal candidates have a Bachelor's degree, at least 5 years in financial services, and strong communication and sales skills. The position offers a competitive salary plus bonuses and comprehensive benefits including healthcare and a 401(k) match. #J-18808-Ljbffr
$101.23k - $172.36k
...their high-net-worth clients to build intelligently personalized investment portfolios. RBC Rochdale provides investment research,... ...wholly-owned subsidiary of City National Bank. INVESTMENT CONSULTANT WHAT IS THE OPPORTUNITY? Expand and deepen the network of...SuggestedRemote work$106.9k - $147k
Become a part of our caring community Reports To: Associate Director, Actuarial Analytics/Forecasting FLSA: Exempt/Salaried The Associate Actuary, Analytics/Forecasting analyzes and forecasts financial, economic, and other data to provide accurate and timely information...SuggestedFull timeContract workTemporary workApprenticeshipRemote workWork from home- Responsibilities Engage clients in the lobby to educate and assist them with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM. Accurately and efficiently process cash transactions for clients as needed. Have deep conversations...SuggestedWeekend work
- ...applicable laws and regulations. Grows business knowledge and network by partnering with experts in small business, lending, and investments. Manages financial center traffic, appointments, and outbound calls effectively. Drives the client experience. Manages cash responsibilities...SuggestedShift workWeekend workDay shift
- ...applicable laws and regulations Grows business knowledge and network by partnering with experts in small business, lending, and investments Manages financial center traffic, appointments, and outbound calls effectively Drives the client experience Manages cash...SuggestedWork at officeFlexible hoursShift workWeekend workDay shift
- This position will: Support operations and preconstruction teams in one or more regions. Lead and manage certain team members in the Swinerton Incorporated Risk Management department, to support the core values and goals of the corporation. Oversee the coordination and...Contract workTemporary workWork at officeFlexible hours
$138.8k - $215.9k
...Credits and Incentives Advisory (TCIA) Practice , you will draw on experience in accounting and taxation to provide tax equity investment consulting services for clients. You will be a leader in a team comprised of professionals with significant experience in the credits...ApprenticeshipWork experience placementLocal area- ...understand, not just one that's technically correct. Answer the hard questions: “Can I retire at 60?” “Should I pay off the house or invest?” “What happens to this if I die first?” Analyze client financial data to build and adjust strategies as life changes. Manage and...Shift work
$75k - $80k
...NBS go beyond our benefits package. You’re part of a community, invested in you as an individual and united by our mission to create... ...for people where they live, learn and work. The FACTS Financial Consultant specializes in the FACTS Payment Plans, Billing, and Financial...Temporary workWork at officeLocal areaRemote work3 days per week- .... You will coach military families on how to build a comprehensive financial plan that includes: Savings/banking Investments/wealth management Insurance/risk management Training and licensing support: ~ First Command offers a comprehensive training...Hourly payTemporary workFor contractorsTraineeshipWork at officeLocal areaHome office
- ...supporting institutions. They coach military families on how to build a comprehensive financial plan that includes: Savings/banking Investments/wealth management Insurance/risk management What We Offer We have a specialized licensing and comprehensive training program...Hourly payMinimum wageTemporary workFor contractorsTraineeshipWork at officeLocal areaHome office
$63.3k - $117.2k
...commercial banking products (e.g., personal banking, lending, and investments). Implements a relationship management plan in collaboration... ...with members of the client relationship team to apply a consultative sales process and continually enhance the client experience....Local area- ...Nelnet Business Services (NBS) is seeking a FACTS Financial Consultant to support K-12 schools with Payment Plans, Billing, and Financial Aid Management. The role involves creating resources, leading webinars, and training schools to optimize usage. The position requires...Free visa
$60k - $75k
...Remote Position Type: Full-Time, Eastern Standard Time Zone Workday About Us: Civix Strategy Group is a full-service consulting firm helping nonprofit clients to build and run high impact campaigns and initiatives to make the world a better place. Job Summary...Full timeRemote work- Bankers Life Financial Advisors help clients live more and worry less through personalized financial planning. They are business owners who acquire clientele and find financial solutions with help from industry-leading training, mentors, and products. As a Financial Advisor...Work at officeFlexible hours
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...claims projections, IBNR analysis, and strategic renewal analysis for self-funded and level-funded clients. This person will also consult on stop-loss programs and funding strategies, support financial negotiations with carriers and vendors, and begin representing the...Contract workTemporary workInternshipLocal areaRemote workFlexible hours- First Command is seeking Financial Advisors to coach military families in achieving financial security. You will engage with the community, provide guidance on financial plans, and have access to a comprehensive training program to start your career. With flexibility and...
$138.8k - $215.9k
...Ranked among the largest accounting and consulting firms in the country and consistently recognized as a Great Place to Work ( , Cherry Bekaert delivers innovative advisory, assurance and tax services to our clients. We are proud to foster a collaborative environment...Work experience placementWork at officeLocal areaRemote workRelocation- A leader in facilities and energy solutions is looking for an expert in time and material estimating for diagnostic repairs. This role requires a strong background in the Boiler, Critical Power, or HVAC industry with at least 10 years of experience. Responsibilities include...
$86.4k
...that financial modules are working effectively and efficiently by preparing and analyzing complex data sets and statistical reports. Consults with customers on complex technology projects and/or ongoing complex support items. Travels frequently to the client site....For contractorsWork at officeLocal area$78.9k - $123.3k
Responsibilities Position Overview We are seeking a detail-oriented cybersecurity compliance professional to support system authorization and continuous monitoring activities within a Federal environment. This role is responsible for managing the security authorization...Permanent employmentFull timeContract workPart timeWork at officeLocal areaRemote work- A leading financial services company is seeking a Business Analysis Manager for its Shopping division. This role focuses on driving growth through strategic leadership and product development while mentoring analysts. Key qualifications include a Bachelor's degree in a ...Remote job
$152.7k - $294k
...develop answers for the most pressing issues of today and tomorrow. EY teams work across a full spectrum of services in assurance, consulting, tax, strategy and transactions. Fueled by sector insights, a globally connected, multi-disciplinary network and diverse...Work experience placementSummer holidayLocal areaFlexible hours$75k - $90k
...information for KPI reporting. The role will work directly for the Director of FP&A, and closely with individual sites, third-party consultants, and the executive team. This position requires a confident, professional communicator with strong organizational skills....Permanent employmentFull timeTemporary workLocal areaMonday to FridayFlexible hours$76.8k
...will drive financial planning and analysis for Zoom's Technology organization, focusing on headcount, infrastructure, and software investments. Partnering with engineering and product leaders, you will shape budget decisions and forecast accuracy. Your insights will...Work at officeRemote workShift work$25.87 - $40.48 per hour
Highmark Health is seeking a Financial Management Specialist responsible for implementing and executing post-award financial activities for grants and contracts. You will manage compliance, invoicing, and financial reporting while ensuring accuracy in financial statements...Hourly pay$80.8k - $120k
...against budgeted, forecast and year-over-year comparison. Involvement in the strategic planning process, assessment of strategic investments and decision support. Proven ability to influence and partner with senior leadership on strategic initiatives. Drive rationalization...Work experience placementRemote work$43.89k - $102.08k
...the development and implementation of strategic initiatives and business plans by providing financial analysis and evaluation of investment opportunities, new product launches, and market expansion strategies. Communicates with business units and functional teams to provide...Hourly payFull timeTemporary workWork experience placementLocal area$101.3k - $168.7k
...labor categories, relevant prior work experience, specific skills, education and certifications. At SMX, one of our Core Values is to Invest in Our People so we offer a competitive mix of compensation, learning & development opportunities, and benefits. Some key...Contract workWork experience placementFor subcontractorH1bWork at officeRemote work- Job Summary This job performs financial and business related research and analysis such as the preparation of forecasts and/or analysis of financial reports, records and trends; develops and maintains spreadsheets and databases to facilitate analysis and reporting; and...Work at officeLocal area
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