Investment Counselor Jobs

Leavell Investments - Birmingham, AL, United States

three specific team members to each client account: an Investment Counselor (IC), a Portfolio Manager (PM), and a Client Services Representative (CSR). These team members work in concert to listen

from: linkedin.com - 19 days ago

Gentis Solutions - Camas, WA, United States

Financial Analyst) CHFC (Chartered Financial Consultant) CRPC (Chartered Retirement Planning Counselor) Preferred Qualifications: Background in prominent investment firms. Day-to-Day Tasks: Client Focus : Act

from: linkedin.com - 20 days ago

NR Consulting LLC - Camas, Washington

Title: Investment counsellor Location: Plano TX/Camas, WA/Tampa, FL Type: Fulltime Overview: As an Investment Counselor, you are the voice of our clients in the United States. You will partner

from: resume-library.com - 8 days ago

Baton Rouge, LA

of the required experience. Designation as a Chartered Investment Counselor (CIC), Certified Investment Management Analyst (CIMA), Chartered Market Technician (CMT), Certified Public Accountant (CPA Depends on Qualifications

from: Governmentjobs.com - 4 days ago

ClickJobs.io - Gresham, Oregon

Stop prospecting! Come join our firm as an Investment Counselor for a provided roster of high-net-worth clients. Since 1995, Fisher Investments has developed a specialized approach focused

from: snapjobsearch.com - 4 days ago

Blaine, MN

services for individuals and families that are unemployed or underemployed. Senior Career Counselors may assist with any of the following employment service programs: Minnesota Family Investment Program $60,819.20 - $72,966.40 Annually

from: Governmentjobs.com - 14 days ago

Citi - New York, United States

agreements, submit for management inception. Initiate investment management of the accounts by coordinating with Private Bankers and Investment Counselors utilizing both internal and external investment $129,840.00 - $194,760.00

from: efinancialcareers.com - 14 days ago

Fidelity TalentSource LLC - Knoxville, TN

their assets by: Serving as the primary trusted adviser, counselor, and coach to clients with significant wealth and complexity Providing unbiased wealth planning and investment expertise, strategies and advice

from: careerbuilder.com - 9 days ago

Fidelity TalentSource LLC - Naples, FL (+1 location)

their assets by: Serving as the primary trusted adviser, counselor, and coach to clients with significant wealth and complexity Providing unbiased wealth planning and investment expertise, strategies and advice

from: careerbuilder.com - 20 days ago

Fidelity TalentSource LLC - Lake Grove, NY

their assets by: Serving as the primary trusted adviser, counselor, and coach to clients with significant wealth and complexity Providing unbiased wealth planning and investment expertise, strategies and advice

from: careerbuilder.com - 16 days ago