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Investment consultant Jobs in Los Angeles, CA
- Promoted
Investment Consultant - FINRA Licensed
VirtualVocationsVan Nuys, California, United States- Promoted
Investment Associate
Northwestern MutualLos Angeles, CA, United States- Promoted
Investment Associate
Global Accounting NetworkLos Angeles, CA, United States- Promoted
Investment Principal
ConfidentialLos Angeles, CA, United States- Promoted
Investment Analyst
DivcoWestBeverly Hills, CA, United States- Promoted
Investment Banking Associate
Greif & Co.los angeles, CA, United States- Promoted
Supervisor, Media Investment
Quigley-Simpson & HeppelwhiteLos Angeles, CA, US- Promoted
Investment Manager - Director
Deutsche BankLos Angeles, CA, United States- Promoted
Investment Operations Analyst
The J. Paul Getty TrustLos Angeles, CA, United States- Promoted
- New!
Investment Consultant - Brentwood, CA
Charles SchwabLos Angeles, CA, United States- Promoted
Investment Banking Associate
ComCap Holdings LLCLos Angeles, CA, US- Promoted
Investment Operations Specialist
U.S. BankGlendale, CA, US- Promoted
- New!
Investment Strategy Manager
Frontall USALos Angeles, CA, USInvestment Consultant - Burbank, CA
Fidelity InvestmentsBurbank, CA, US- Promoted
Investment Banking Consultant Capital Raise for Consulting Startup
Synergy Management GroupLos Angeles, CA, United States- Promoted
TRADER, INVESTMENT MANAGEMENT
Lido AdvisorsLos Angeles, CA, United States- Promoted
Investment Analyst
Angeleno GroupLos Angeles, CA, United States- Promoted
Investment Relationship Officer
City National BankLos Angeles, CA, United States- Promoted
Investment sales associate
Marcus & MillichapEncino, CA, US- Promoted
Investment Funds Associate
BCG Attorney SearchLos Angeles, CA, United StatesInvestment Consultant - FINRA Licensed
VirtualVocationsVan Nuys, California, United States- Full-time
A company is looking for a Consultant, Investments in Financial Services.Key Responsibilities : Manage fund partner relationships for assigned financial services productsSupport fund partner relationships and represent business segments in investment portfolio developmentCollaborate on fund addition projects and manage fund changes, ensuring compliance with regulatory requirementsRequired Qualifications : Undergraduate degree in business, finance, economics, accounting, or a related fieldFINRA Series 6 and 63 licenses required; additional licenses may be necessary based on the business unit5 years or more of investment or relationship management experience in financial services preferredPreferred designations include CFA, CAIA, CFP, CFS, CIC, or CIMAExpertise in investment decision-making and fund manager selection practices