Recent Searches

You haven't searched anything yet.

74 Jobs in United States

SET JOB ALERT
Details...
NM Wealth Management
Milwaukee, WI | Full Time
$95k-124k (estimate)
Just Posted
PGIM
Tampa, FL | Full Time
$90k-118k (estimate)
Just Posted
ACA Group
Malta, MT | Full Time
$50k-70k (estimate)
Just Posted
Quantbot Technologies
New York, NY | Full Time
$100k-127k (estimate)
4 Days Ago
gpac
gpac
Valentine, NE | Full Time
$87k-117k (estimate)
5 Days Ago
353 CGPCS CG Private Client Svc
New York, NY | Full Time
$80k-118k (estimate)
5 Days Ago
gpac
gpac
Scottsbluff, NE | Full Time
$98k-131k (estimate)
6 Days Ago
Bank of America
Irvine, CA | Full Time
$133k-167k (estimate)
6 Days Ago
gpac
gpac
North Platte, NE | Full Time
$96k-129k (estimate)
7 Days Ago
Federal Home Loan Bank of Pittsburgh
Pittsburgh, PA | Full Time
$63k-87k (estimate)
1 Week Ago
Fulcrum Wealth Advisors
Bellevue, WA | Full Time
$76k-112k (estimate)
1 Week Ago
MRINetwork
Bellingham, WA | Full Time
$92k-123k (estimate)
1 Week Ago
Thinkfind
Fort Worth, TX | Full Time
$174k-221k (estimate)
1 Week Ago
Ameriprise Financial
Cincinnati, OH | Full Time
$84k-118k (estimate)
1 Week Ago
Ameriprise Financial
Cincinnati, OH | Full Time
$84k-118k (estimate)
1 Week Ago
PenFed Credit Union
Cibolo, TX | Full Time
$70k-100k (estimate)
1 Week Ago
PenFed Credit Union
Cibolo, TX | Full Time
$70k-100k (estimate)
1 Week Ago
Equitable Advisors
Peoria, IL | Full Time
$69k-103k (estimate)
3 Weeks Ago
PenFed Credit Union
Fort Belvoir, VA | Full Time
$83k-118k (estimate)
3 Weeks Ago
Bank of America
Olathe, KS | Full Time
$117k-147k (estimate)
3 Weeks Ago
MidFirst Bank - Default
Tulsa, OK | Full Time
$63k-94k (estimate)
3 Weeks Ago
CBIZ, Inc.
CO, CO | Full Time
$121k-152k (estimate)
3 Weeks Ago
Royal Bank of Canada
Vienna, VA | Full Time
$80k-119k (estimate)
3 Weeks Ago
Northwestern Mutual
Milwaukee, WI | Full Time
$85k-120k (estimate)
3 Weeks Ago
RBC Capital Markets, LLC
Vienna, VA | Full Time
$80k-119k (estimate)
3 Weeks Ago
Senior Investment Consultant
$95k-124k (estimate)
Full Time Just Posted
Save

NM Wealth Management is Hiring a Senior Investment Consultant Near Milwaukee, WI

At Northwestern Mutual, we are strong, innovative and growing. We invest in our people. We care and make a positive difference. Primary Duties & Responsibilities Provides proactive support for the investment needs and questions of field financial advisors and Wealth Management Advisors. The investment consultant will be a key resource for field advisors and registered representatives and will be instrumental in facilitating their investment-related client discussions. Carefully evaluate and recommend client investment solutions. Consults to trading, portfolio rebalancing, transition management, proxy voting, portfolio construction, investment performance, security selection, security research, investment planning and financial markets. Mentor and provide guidance to investment consultants on the team. Act as a Subject Matter Expert on various investment related projects and initiatives. May participate on the NMWMC Investment Committee or Investment Strategy Committee. In depth knowledge of market and fund/manager data concerning the investment strategies and tactics of these investments and their impact on account performance .Perform ad hoc due diligence and analytical rigor to research on stocks, bonds, mutual funds and other investment vehicles as requested by advisors. In depth understanding of investment advisory product offerings with ability to understand customer needs and identify appropriate product solutions. Conduct supervisory activities related to our rep-as-PM program including approval of advisory program non-standard proposals, investment transition plans, ineligible securities and qualified retirement plans. Qualifications Bachelor's degree, MBA or other advanced degree preferred CFA, CFP or work toward achieving the designation Minimum of 10 years relevant work experience in the financial services industry, including a broad knowledge of markets, investments, economics, accounting, and financial tools, such as Bloomberg and Morningstar. Demonstrated ability to address complex customer needs and to recommend investment strategy alternatives that meet these needs. Demonstrated ability to consistently make sound investment strategy recommendations. Independent, driven individual with strong work ethic and desire to engage in continuous learning related to the role, markets and investments Experience working with an investment sales force including the ability to persuade and explain complex investment topics. Demonstrated oral and written communication skills FINRA registrations are permissible for this position. Experience making presentations to field representatives. #LI-Hybri This position has been classified as an Associated Person under NMIS guidelines and requires fingerprinting and completion of required form. Required Certifications: Non-Registered Fingerprinted - FINRA Compensation Range: Pay Range - Start: $100,030.00 Pay Range - End: $185,770.00 Northwestern Mutual pays on a geographic-specific salary structure and placement in the salary range for this position will be determined by a number of factors including the skills, education, training, credentials and experience of the candidate; the scope, complexity as well as the cost of labor in the market; and other conditions of employment. At Northwestern Mutual, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. Please note that the salary range listed in the posting is the standard pay structure. Positions in certain locations (such as California) may provide an increase on the standard pay structure based on the location. Please click here for additional information relating to location-based pay structures. Grow your career with a best-in-class company that puts our client’s interests at the center of all we do. Get started now! We are an equal opportunity/affirmative action employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, gender identity or expression, sexual orientation, national origin, disability, age or status as a protected veteran, or any other characteristic protected by law. If you work or would be working in California, Colorado, New York City, Washington or outside of a Corporate location, please click here for information pertaining to compensation and benefits. At Northwestern Mutual, we believe relationships are built on trust. That our lives and our work matter. These beliefs launched our company over 160 years ago. Today, they're just a few of the reasons why people choose to build careers at Northwestern Mutual. What started in Milwaukee, WI has grown into 7,000 home office professionals split across 3 campuses: New York City, Franklin and downtown Milwaukee (HQ) - each one bringing with it its own unique talent and culture. In a company with such a long and storied history, this may be the most exciting and important time to be a part of Northwestern Mutual as we are growing our digital and tech capabilities and are always on the lookout for bright, tech-savvy candidates. Northwestern Mutual is proud to be an equal opportunity and affirmative action employer. We have chosen to build a diverse and inclusive workplace where talented people from all backgrounds want to be, want to stay, and want to build their future. We celebrate and support our differences for the benefit of our employees, our products, and our community. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender identity or expression, sexual orientation, national origin, disability, age or status as a protected veteran, or any other characteristic protected by law.

Job Summary

JOB TYPE

Full Time

SALARY

$95k-124k (estimate)

POST DATE

05/30/2024

EXPIRATION DATE

07/28/2024

Show more

NM Wealth Management
Full Time
$83k-131k (estimate)
Just Posted
NM Wealth Management
Full Time
$112k-136k (estimate)
Just Posted
NM Wealth Management
Full Time
$87k-110k (estimate)
4 Months Ago

The job skills required for Senior Investment Consultant include Wealth Management, Due Diligence, Economics, Presentation, Financial Services Industry, Written Communication, etc. Having related job skills and expertise will give you an advantage when applying to be a Senior Investment Consultant. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Senior Investment Consultant. Select any job title you are interested in and start to search job requirements.

For the skill of  Wealth Management
Pyxai, Inc.
Full Time
$88k-119k (estimate)
2 Months Ago
For the skill of  Due Diligence
Northwestern Mutual
Full Time
$83k-116k (estimate)
Just Posted
For the skill of  Economics
Oshkosh Area School District
Full Time
$56k-87k (estimate)
1 Month Ago
Show more

The following is the career advancement route for Senior Investment Consultant positions, which can be used as a reference in future career path planning. As a Senior Investment Consultant, it can be promoted into senior positions as an Investment Specialist that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Senior Investment Consultant. You can explore the career advancement for a Senior Investment Consultant below and select your interested title to get hiring information.

Northwestern Mutual
Full Time
$85k-120k (estimate)
3 Weeks Ago
PNC
Full Time
$83k-117k (estimate)
1 Month Ago