Investment Consultant, Atlanta - Callan

This role will be based in King of Prussia, New York, Boston, Norwalk or Atlanta. This is a client-facing, Investment Consulting role that will work primarily with Mercer's Endowment and Foundation clients. · A bachelor's degree preferably in a field relevant to this position · ...

+Job summary · This is a client-facing Investment Consulting role that will work primarily with Mercer's Endowment and Foundation clients. This job has the following responsibilities: Work with clients' staff, investment committees and boards to deliver a spectrum of investment a ...

The opportunity is to expand and deepen the network of Independent Financial Advisors, CPA's & attorneys referring clients to Rochdale and to communicate and meet high net worth investors who have expressed an interest in CNR investment services. · ...

The opportunity is to expand and deepen the network of Independent Financial Advisors, CPA's & attorneys referring clients to Rochdale and to communicate and meet high net worth investors who have expressed an interest in CNR investment services. · Develop and implement programs ...

Analysts are aligned with a practice group of 2-3 client types and assigned directly to client relationships working alongside members of the consulting teams to meet client needs. · ...

· Callan is seeking a new team member to join our Southeast Fund Sponsor Consulting Group in our Atlanta office. As an investment consultant on our team, you will work directly with institutional asset owners on either a discretionary or non-discretionary basis and serve as a tr ...

The Vice President (VP), Investment Consultant manages retail sales activities for Calamos' suite of mutual funds, ETFs and interval funds. The role involves promoting and distributing the products to grow assets under management while developing annual business plans to maximize ...

We are looking for a Remote Financial/Investment Consultant. · Assist clients in executing tailored strategies that will help them achieve their unique financial goals and increase their net worth, · Deliver a full day of private financial planning expertise to clients, ...

We are seeking a talented individual to join our Wealth Investment team at Mercer. This role will be based in King of Prussia,Boston,Norwalk or Atlanta. This is a hybrid role that has a requirement of working at least three days a week in the office. · What you need to have: ...

· As a member of dedicated client teams, you will operate in a hybrid client‑facing role, supporting Senior Consultants in delivering high‑quality investment services to clients while taking lead responsibility for a few client relationships. These services include: strategic se ...

We are seeking a talented individual to join our Wealth Investment team at Mercer. This role will be based in King of Prussia, New York, Boston, Norwalk or Atlanta.This is a client-facing, · Investment Consulting role that will work primarily with Mercer's Endowment and Foundatio ...

We offer a competitive benefits package that takes care of the whole you – both today and in the future: · ...

Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees serve clients worldwide including corporations, governments and individuals from more th ...

This role involves knowledge about investment account opening exposure towards driving clients through digital UX collaborating with third-party vendors in understanding their capabilities establishing an ongoing relationship comfortable having domain and technical discussions wi ...

The Private Wealth Consultant (PWC) has the primary responsibility for executing a focused sales strategy within the given segmentation within a multi-state southeast region. · The PWC will be responsible for positioning Thornburg's mutual funds, SMA products, private strategies, ...

The role involves working as a Business Analyst SME in investment accounts, requiring 8+ years of experience in private and wealth management/investment management. · Key responsibilities include knowledge about investment account opening, driving clients through digital UX, · co ...

About the Firm A privately held real estate investment management firm with over two decades of experience investing across the capital stack including senior debt mezzanine preferred equity and equity. · The platform manages over $20 billion in assets under management on behalf ...

Join Western & Southern – Somewhere You Want to Be · Western & Southern is somewhere to grow, lead, win and do good for others. · Direct Prospecting/Territory Management – Develops and executes a comprehensive sales plan for a specific direct channel that would involve national c ...

UHY Advisors' Resource Solutions Group provides clients with accomplished professionals to support finance, accounting, internal audit and tax teams. · We offer direct, personal involvement from senior practitioners and strive to meet clients' needs rapidly. · ...

We are seeking a Business Analyst with Expertise in Environmental Social Governance (ESG) to join our team. · Environmental Social and Governance (ESG) investment experience. · Experience in Black Mountain Software Everest application and data analytics. · ...

Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees serve clients worldwide including corporations, governments and individuals from more th ...