Investment Consulting Managing your investment program is a full-time job, but it shouldn’t be yours. Your participants are counting on you — and you can count on us. You’re responsible for making sure your participants can be financially secure.
Investment Consulting. Established in 1981, Wilshire Consulting provides customized consulting and investment solutions, including outsourced-CIO (OCIO) services. Through its investment consulting services to public and corporate clients, Wilshire Consulting assists in ensuring secure and safe retirements for millions of Americans including those participating in some of the nation’s largest public …
Investment Consulting Aon is one of the leading global consultants for independent investment consulting. In Switzerland, our clients are pension funds, companies, insurers, and foundations. Our experienced international team of over 650 investment experts covers all relevant investment topics.
The Essentials of Investment Consulting program is designed for financial services professionals and their teams seeking to enhance their fundamental knowledge of core topics related to the investment consulting process.
The largest investment consulting firms generally offer a wider array of services than smaller firms do. This allows the larger companies to access broad areas of knowledge when servicing customers. The larger firms can provide a team of experts to meet the needs of institutional investors around the globe.
What Is an Investment Consultant? An investment consultant is a financial professional who provides investors with investment products, advice, and/or planning. Investment consultants do in-depth work on formulating investment strategies for clients, helping them fulfill their needs and reach their financial goals.
What are institutional investment firms?
Institutional investors Organizations that invest, including insurance companies, depository institutions, pension funds, investment companies, mutual funds, and endowment funds. A business devoted to holding and managing assets, either for clients or for itself.
What is a wealth consultant?
A wealth consultant provides unbiased advice and objectivity and is a valuable resource with a mission of helping clients pursue and achieve their financial dreams while overseeing the integration and coordination of both the client’s existing team of professionals with those of the wealth consultant.
An investment consultant is a financial professional who provides investors with investment products, advice, and/or planning. Investment consultants do in-depth work on formulating investment…
An investment consultant analyzes a client’s current financial status and helps the client set reasonable, achievable financial goals. He or she can address a broad array of questions competently. Investment consultants also make investment recommendations, provide objective advice, and help clients weigh the financial consequences of life decisions.
The Role and Functions of an Investment Consultant Jeff Marzinsky is a Principal and Investment Consultant with the New York office of Milliman. He joined the firm in 1994. Jeff is responsible for providing investment advisory and retirement plan consulting services to Milliman’sclients.
Fidelity Investments: Investment Consultant – Louisville, KY
You joined the financial services industry to make a difference in the lives of your clients through comprehensive, needs-based financial planning. We believe your ability to foster positive relationships is as instinctive as your real passion for success. Come join a company dedicated to the financial well-being of its customers. At Fidelity, we give you the tools so you can build your future.
The Expertise We’re Looking For
- FINRA Series 7 & 63 required before hire
- Series 65 and/or 66 and state registrations required within 3 months of hire
- A CFP is preferred if you don’t already have your CFP, our Tuition Reimbursement program can help you with classes to obtain it
The Purpose of Your Role
You will develop financial plans customized to the needs of Fidelity’s mass affluent investors through a wide range of products and services. You will be prospecting from existing business and warm leads, allowing your focus to remain where it matters the most: cultivating relationships and providing investment solutions.
The Skills You Bring
In a team-based, sales environment you take initiative and exceed expectations.
You have a deep understanding of various investment products and are able to educate customers on the values and differences of each
Incomparable consultative selling and organizational skills
The Value You Deliver
Providing needs-based mentorship to mass affluent customers, and contributing to the long-term growth and retention of Fidelity assets
With our open architecture, you offer a wide broad range of financial products and services
Effectively engaging clients through personal interactions, reflecting your interpersonal communication and relationship-building skills
How Your Work Impacts the Organization
Working in our Investor Center, you will offer mentorship and personalized financial planning to customers in a face-to-face setting, and help to extend the reach of Fidelity’s brand. Fidelity has an open architecture, allowing you to provide comprehensive and complex investment solutions. At Fidelity, you’ll have the support of a well-rounded team of professionals, full access to some of the best resources and tools in the industry, and a top compensation package with extraordinary benefits. While you form relationships here, you will also be building your career!
Series 07 – FINRA, Series 63 – FINRA, Series 65 – FINRA, Series 66 – FINRA
Fidelity Investments has a rich and proud history of making financial expertise accessible and effective in helping people live the lives they want. We offer a wide range of investment management and administration expertise to a diverse set of customers – from people investing their own life savings, to businesses needing help managing their employee benefit programs to advisors and brokers needing innovative product and technology solutions to invest their own clients’ money. Just as we work to help our clients, we do the same for our associates by creating a collaborative, innovative, and customer-centric work environment where people can thrive and grow their careers.
Our associates are one of the most compelling reasons to work here and are central to our success as an organization. We provide the opportunity to develop your talents and pursue your passions across a large, diversified company that prides itself on our standards of doing business:
- Responsibility – Making sound judgments for the long term benefits of our clients
- Integrity – Acting in good faith and taking pride in getting things just right for our customers and company
- Compassion – Treating every moment as an opportunity to improve the lives of our customers, colleagues, and communities
- Expertise – Using insights to drive results and solve complex challenges for our clients and organization
Our commitment to the community is another reason our associates feel proud to work at Fidelity. We believe our expertise can make a big difference. As such, we offer robust volunteering opportunities to support education and financial literacy as well as an employee charitable match program that helps associates make more of a difference for the causes they care about. Every year, thousands of Fidelity employees volunteer their time to help make a difference in communities around the country.
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