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Investment consultant Jobs in Tallahassee, FL

Last updated: 14 hours ago
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INVESTMENT COUNSELOR (FINANCIAL ADVISOR ALTERNATIVE)

INVESTMENT COUNSELOR (FINANCIAL ADVISOR ALTERNATIVE)

Fisher InvestmentsFL, United States
Full-time
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 on our pr...Show moreLast updated: 2 days ago
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  • New!
Sales Consultant

Sales Consultant

Hendrick Automotive GroupTallahassee, FL, US
Full-time
Location : 1850 Capital Circle NE, Tallahassee, Florida 32308.Sells new or used vehicles at a profit to the dealership, while ensuring customer satisfaction. This job has no direct supervisory respon...Show moreLast updated: 18 hours ago
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OCM Consultant

OCM Consultant

CrescensTallahassee, FL, United States
Full-time
Location : Tallahassee, FL (Remote with Some Travel Across SMHTFs ).Duration : 6+ Months (Extendable).The Client is seeking qualified consultants to manage and provide Organizational Change Managemen...Show moreLast updated: 1 day ago
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Junior Consultant

Junior Consultant

Stratice, LLCTallahassee, FL, United States
Full-time
Junior Consultant - Government Services.Prepare and process grant payments, monitor grant activities, coordinate and communicate with stakeholders, ensure contract and records are maintained, prepa...Show moreLast updated: 22 days ago
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Pharmacist Consultant

Pharmacist Consultant

BrightSpring Health ServicesTallahassee, FL, United States
Part-time
US-FL-TALLAHASSEE | US-FL-PENSACOLA | US-FL-PANAMA CITY.PharMerica is a closed-door pharmacy where you'll have the opportunity to focus on fulfilling the pharmaceutical needs of our long-term care ...Show moreLast updated: 30+ days ago
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LEASING CONSULTANT

LEASING CONSULTANT

Sunridge ManagementFL, United States
Full-time
DUTIES AND RESPONSIBILITIES •Conduct all business in accordance with company policies and procedures, Fair Housing, Americans with Disabilities Act, Fair Credit Reporting Act, and all other laws pe...Show moreLast updated: 14 hours ago
CONSULTANT

CONSULTANT

HCLTechFlorida , USA
Excellent IP networking fundamentals and extensive experience in the application of IP protocols.In-depth knowledge of OSPF, EIGRP and BGP with experience administering these protocols in large, di...Show moreLast updated: 30+ days ago
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LEASING CONSULTANT

LEASING CONSULTANT

ZRS ManagementFL, United States
Full-time
A leasing consultant primary role is to attract and screen potential tenants, provide information about available properties, negotiate lease terms, and ensure a smooth leasing process.As a leasing...Show moreLast updated: 14 hours ago
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TRAINING CONSULTANT

TRAINING CONSULTANT

My Florida Corp DefunctTallahassee, FL, United States
$35,317.26–$45,317.26 yearly
Full-time
TRAINING CONSULTANT - 64005241.The State Personnel System is an E-Verify employer.For more information click on our E-Verify Website (). Working Title : TRAINING CONSULTANT - 64005241.Posting Closing...Show moreLast updated: 1 day ago
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LEASING CONSULTANT

LEASING CONSULTANT

Asset LivingFL, United States
$20.00 hourly
Full-time +1
Asset Living is a third-party management firm and a proven partner in fostering thriving communities nationwide.Founded in 1986, Asset Living has decades of experience delivering exceptional value ...Show moreLast updated: 14 hours ago
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ENVIRONMENTAL CONSULTANT

ENVIRONMENTAL CONSULTANT

State of FloridaTallahassee, FL, United States
$52,859.88 yearly
Temporary
Agency : Environmental Protection.Working Title : ENVIRONMENTAL CONSULTANT - 37021007.Posting Closing Date : 03 / 02 / 2025. Department of Environmental Protection.The Florida Department of Environmental P...Show moreLast updated: 2 days ago
Senior Investment Consultant

Senior Investment Consultant

AscensusRemote, Florida
Remote
Full-time
Essential Duties and Responsibilities.Proactively advise corporate plan sponsors on plan investment structure, asset allocation and investment manager selection in support of their retirement plans...Show moreLast updated: 30+ days ago
Investment Banking Analyst - Tech / Software

Investment Banking Analyst - Tech / Software

Selby JenningsFlorida
Permanent
As an Investment Banking Analyst, you will play a pivotal role in leading and executing complex financial transactions and providing strategic advice to our clients. Your primary responsibilities wi...Show moreLast updated: 30+ days ago
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Expert Consultant

Expert Consultant

AcxiomTallahassee, FL, United States
Full-time
This Expert Consultant position (embedded and referred to as a Business Marketing Strategist within the client organization) will be the liaison between an Acxiom dedicated account team and a major...Show moreLast updated: 1 day ago
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Business Process Consultant

Business Process Consultant

WhitecollarsTallahassee, FL, United States
Full-time
The ideal candidate will analyze existing workflows identify areas for improvement and develop innovative solutions to enhance efficiency and effectiveness. Analyze and improve business processes id...Show moreLast updated: 2 days ago
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Qlik Sense Consultant

Qlik Sense Consultant

Inabia Software & Consulting Inc.Tallahassee, FL, US
Full-time
This role is open to candidates authorized to work in the U.To be considered, please submit an updated resume (maximum 3 pages) in MS Word format, ensuring consistent font size and proper grammar.C...Show moreLast updated: 22 hours ago
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Business Process Consultant

Business Process Consultant

Cordia Resources by Cherry BekaertTallahassee, FL, United States
$73.00 hourly
Full-time
Tallahassee Preferred - 3 Days Onsite, 2 Days Remote.We are seeking a skilled Business Process Consultant with experience in business process mapping to join our team. The successful candidate will ...Show moreLast updated: 2 days ago
Senior Investment Risk Analyst

Senior Investment Risk Analyst

F1114 Franklin Templeton Companies, LLCFlorida Remote Loc,REMUSA
Remote
Full-time
At Franklin Templeton, everything we do is focused on one thing – delivering better client outcomes.We do that by partnering closely with our clients, assessing their strategic needs, and identifyi...Show moreLast updated: 30+ days ago
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Business Process Consultant

Business Process Consultant

Saxon GlobalTallahassee, FL, United States
Full-time
A bachelor's or master's degree from an accredited college or university in Computer Science, Information Systems, or other related field, or four (4) years of equivalent work experience is require...Show moreLast updated: 15 days ago
INVESTMENT COUNSELOR (FINANCIAL ADVISOR ALTERNATIVE)

INVESTMENT COUNSELOR (FINANCIAL ADVISOR ALTERNATIVE)

Fisher InvestmentsFL, United States
2 days ago
Job type
  • Full-time
Job description

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 on our private clients. With a firm structure that practices separation of sales and client service, you don't have to wear the many hats of a typical Financial Advisor. Now is your opportunity to use your finance experience to better the investment universe.

The Opportunity :

As an Investment Counselor, you are the voice of Fisher Investments to our clients in the United States. You will partner with our internal portfolio decision-makers, auxiliary research teams, client service associates, and renowned sales team to give our clients the best service possible. With our commitment to being a fee-only fiduciary firm, you'll appreciate knowing our compensation structure aligns with our clients' best interests without relying on commissions. Through our unique training program, Fisher Investments offers an elevated finance and capital markets education to understand our firm's unique approach. You will report to your group manager whose previous experience in the role will assist you in navigating client relationships and provide personalized career development.

The Day-to-Day :

  • Be the heart of our Private Client Group, build trusting relationships with our clients and educate them on our top-down portfolio strategy, their investments and important market events
  • Proactively connect with clients on a quarterly basis to review their asset allocation and ensure we're on the right track towards their long term financial goals
  • Rely on our sales team to gradually build your roster of high-net-worth clients within the first year

Your Qualifications :

  • 2+ years of instilling trust and building client relationship within the finance industry
  • Series 65 (we will help you obtain upon starting)
  • Bachelor's degree or equivalent work experience
  • A thoughtful consultative approach with an emphasis on client focus
  • Why Fisher Investments :

    We work for a bigger purpose : bettering the investment universe. We take great pride in our inclusive culture, our learning and development framework customized for every employee, and our Great Place to Work Certification. It's the people that make the Fisher purpose possible, and we invest in them by offering exceptional benefits like :

  • 100% paid medical, dental and vision premiums for you and your qualifying dependents
  • A 50% 401(k) match, up to the IRS maximum
  • 20 days of PTO, plus 10 paid holidays
  • Family Support programs including 8 week Paid Primary Caregiver Leave, $10,000 fertility, family forming, and hormonal health assistance, and back-up child, adult, and elder care
  • This is an in-office role. Based on your role, tenure, and performance eligibility you may have the opportunity to participate in our hybrid work from home program. This program is subject to change.
  • FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER