Investment Advisor/Consultant jobs

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Found 31 North America jobs

  • Wealth Manager

    • Mumbai, Maharashta
    • Inline with the market
    • Ladderup Wealth Management Pvt Ltd

    Acquire and manage relationships, client portfolio analysis, recommend strategies, evaluate and update the financial market trends and opportunities.

    Top job

  • Investment Adviser

    • Nehru Place, Delhi (IN)
    • Negotiable
    • Truemind Capital Services

    Relationship/Wealth Managers who want to be true fiduciary to their clients are welcome in TruemindCapital, a SEBI Registered Investment Adviser(RIA).

    Top job

  • Senior Investment Analyst

    • Bangalore, India
    • CTC upto 9Lpa
    • Foresight Family Office Private Limited

    Looking for a suitable candidate to take up the role of Investment Analyst at a boutique wealth advisory & management firm based out of Bangalore

    Top job

  • Treasury Analyst

    • Montreal
    • To be determine + benefits
    • BRP

    Fantastic opportunity to work in a dynamic team for a dynamic global publicly traded company with premium brands

  • Assistant Portfolio Manager/Portfolio Manager

    • Canton, Massachusetts (US)
    • Salary and benefits - with additional opportunities for bonuses based upon goals met, etc.
    • Gray, Gray & Gray

    By integrating independent wealth management, accounting and tax planning services, we give our clients a complete financial understanding.

  • Investment Lab Sr. Analyst-Lead

    • New York City, New York (US)
    • Up to $100,000.00 per year + benefits
    • Citi

    Description of the Position: The Global Investment Lab is an integral part of Citi Private Bank’s investments organization, dedicated to delivering...

    New

  • SBIC Investment Officer III

    • Philadelphia, Pennsylvania (US)
    • Base plus annual bonus and benefits
    • TD Bank

    Seeking a seasoned professional to managed a new SBIC Investment Officer III. Direct investment and underwriting experience required.

  • Senior Investment Consultant, Taft-Hartley/Public

    • Chicago, Illinois
    • Competitive salary, annual incentives, great company culture!
    • Marquette Associates, Inc.

    Marquette guides institutional investment programs with a focused client service approach and careful research grounded in real-world experience.

  • Defined Contribution Specialist

    • Chicago, Illinois
    • Competitive salary, annual incentives, great company culture!
    • Marquette Associates, Inc.

    Marquette guides institutional investment programs with a focused client service approach and careful research grounded in real-world experience.

  • Analyst

    • Edmonton (Region), Alberta (CA)
    • An attractive compensation plan commensurate with experience awaits the successful candidate.
    • KV Capital Inc.

    The successful candidate will be able to analyze, value security for and critically assess, all types of commercial mortgage loan requests.

  • Private Markets Analyst

    • Preferred location: Westwood, MA. Location is ope to discussion.
    • Salary is dependent upon experience.
    • Meketa Investment Group

    The primary focus of the position will be on one or more private markets asset classes, including private equity plus private debt, infrastructure,...

  • Consultant

    • Atlanta, Georgia
    • negotiable
    • Prime Buchholz

    The Mission At Prime Buchholz, we’re driven every day by our mission—and passion—to help our clients build the financial strength necessary to turn...

  • Consultant

    • Portsmouth, New Hampshire (US), Boston, Massachusetts (US)
    • negotiable
    • https://recruiting.paylocity.com/Recruiting/Jobs/All/e544cddf-7e87-428a-8977-9629e944423b/Prime-Buch

    The Mission At Prime Buchholz, we’re driven every day by our mission—and passion—to help our clients build the financial strength necessary to turn...

  • Residential Mortgage-Backed Securities (RMBS) Analyst

    • Baltimore
    • Open/Negotiable
    • T. Rowe Price

    PRIMARY PURPOSE OF THE POSITION The position will be responsible for analyzing and developing credit opinions on securitized transactions, with a p...

  • Private Wealth Investment Management Specialist

    • Los Angeles County, California
    • $100,000 - $200,000 commenserate with applicable experience
    • Merrrill Private Wealth

    Position Overview: Seeking a Chartered Financial Analyst, with at least two years’ experience, preferably in private wealth management.

  • Investment Consultant

    • Atlanta, Georgia
    • Callan offers a generous compensation and benefits package, including base salary, bonus.
    • Callan LLC

    About the Position The Atlanta Consulting team is responsible for working directly with institutional plan sponsors and asset owners. Clients repre...

  • Consulting Associate - Los Angeles

    • Los Angeles, California
    • TBD
    • Verus

    Verus is in search of a Consulting Associate who is a self-motivated individual to service our institutional client consulting function in our Los ...

  • General Consulting Transfer Coordinator

    • Westwood, Massachusetts (US)
    • Competitive Salary plus full benefits
    • Meketa Investment Group

    This position is a highly visible role and is responsible for all aspects of portfolio trading for discretionary & non-discretionary clients.

  • Portfolio Manager

    • Altoona, Wisconsin
    • $90,000 - $150,000/yr.
    • Bernicke Wealth Management, Ltd.

    This position will entail investment research, portfolio management, and communication of strategies to the firm’s advisors and clients to help bui...

  • Research Analyst

    • Asheville, North Carolina (US)
    • Salary commensurate with qualifications. Median salary is $65,000.
    • Parsec Financial

    The RA must be able to identify, select, and communicate relevant economic, market and security-specific research to aid in our investment process.

  • Associate Director | Private Markets - San Francisco

    • San Francisco, California
    • TBD
    • Verus

    Verus is in search of a self-motivated individual to join our private markets team in our San Francisco office. Candidates should be process-minded...

  • Accounting Manager

    • Minneapolis, Minnesota
    • Competitive pay + benefits
    • Parametric Portfolio Associates

    General Description The Accounting Manager is responsible for oversight of procedures, controls, audit, and reporting, related to Institutional Cli...

  • Research Analyst

    • Charlotte, North Carolina (US)
    • Up to $75,000 + merit bonus + comprehensive health benefits
    • Gulf Stream Asset Management

    A Charlotte-based credit management firm focused on U.S. BSL seeks analysts with 1-3 years of credit underwriting experience for research positions.

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