As an Investments Operations Consultant at Fidelity Investments, you will work in our Investor Center, engaging face-to-face with customers to offer guidance and personalized planning. This role focuses on deepening relationships with an existing client base, leveraging Fidelity's open architecture product platform and top industry resources. The position emphasizes professional growth, flexibility, and support, aiming for long-term success for both the individual and clients.

INVESTMENTS OPERATIONS CONSULTANT

Investments Operations Consultant

The Investment Consultant at CareFirst is responsible for the financial administration of CareFirst's pension and 401(k) plans, including oversight of plan assets, financial requirements, compliance, and third-party advisors and consultants. This role involves a deep understanding of retirement plans' financial requirements, internal and external processes, and regulatory compliance. The consultant will work closely with various departments and external partners to ensure optimal plan asset allocation, regulatory compliance, and financial fiduciary duties.

Investment Consultant (Remote)

Investment Consultant

As a Financial Consultant at Fidelity Investments, you will work in our Investor Center, engaging face-to-face with customers to offer guidance and personalized planning. This role focuses on deepening relationships with an existing client base, leveraging Fidelity's open architecture product platform and top industry resources. The position emphasizes professional growth, flexibility, and support, aiming for long-term success for both you and your clients.

FINANCIAL REPRESENTATIVE

Financial Consultant

As a Financial Consultant at Empower, you will be part of the Empower Personal Wealth sales team, providing assistance on retirement savings goals such as 401k and IRA products. This role involves over the phone assistance at key life moments for customers, discussing account options to align with their retirement savings goals, and educating them on retirement plan information. The position offers a base salary plus incentive compensation, with the opportunity for promotion to Senior Financial Consultant.

Northwestern Mutual is seeking a Registered Investment Client Services Analyst to support the Brokerage Services team. This role involves mutual fund trading, tax statements, cost basis operational support, and providing superior customer service to clients acting in an advisor capacity. The ideal candidate will be highly analytical, detail-oriented, and possess strong communication skills. This position offers the opportunity to work remotely and requires FINRA Series 7/63 Licenses.

Brokerage Services Registered Analyst - FINRA, 7/63 - Remote

Registered Investment Client Services Analyst

As a Wealth Management Consultant at Fidelity Investments, you will work in our Investor Center, engaging face-to-face with customers to offer guidance and personalized planning. This role focuses on deepening relationships with an existing client base, leveraging Fidelity's open architecture product platform and top industry resources. The position emphasizes professional growth, flexibility, and support, aiming for long-term success for both you and your clients.

WEALTH MANAGEMENT CONSULTANT

Wealth Management Consultant

As a Monetary Strategy and Planning Consultant at Fidelity Investments, you will work in our Investor Center, engaging face-to-face with customers to offer guidance and personalized planning. This role focuses on deepening relationships with an existing client base, leveraging Fidelity's open architecture product platform and top industry resources. The position supports professional growth, flexibility, and long-term success for both you and your clients.

MONETARY STRATEGY AND PLANNING CONSULTANT

Monetary Strategy and Planning Consultant

The Workday Financials Integrations Principal Consultant – Global AMS (Application Managed Services) at Collaborative Solutions is a highly experienced Workday professional responsible for leading functional and technical workstreams in post-production Workday engagements. This role involves applying and executing AMS & Implementation methodologies, collaborating with the Global Delivery Center team, providing on-call support, and driving business process improvements. The ideal candidate will have a strong work ethic, the ability to multitask, and excellent communication skills.

WORKDAY FINANCIALS INTEGRATIONS PRINCIPAL CONSULTANT - GLOBAL AMS (APPLICATION MANAGED SERVICES)

Workday Financials Integrations Principal Consultant

The Investment Analyst at CareFirst is responsible for providing analytical support on various investment strategies and products for the reserve and pension portfolios. This role involves continuous data collection and interpretation, investment fee budgeting, and maintaining investment reporting for compliance and accuracy. The analyst will also support the Company-wide Investment Risk, Portfolio, and Accounting functions, coordinating trading activities and maintaining investment guidelines.

Investment Analyst, (Remote)

Investment Analyst

Wells Fargo is seeking a Financial Consultant in Wealth and Investment Management as part of Wells Fargo Advisors. The role involves working with clients to provide financial advice that aligns with their goals and risk tolerance, meeting with clients to collect financial information, assessing investment profiles, and advising clients on financial products suitable for their needs. The position requires customer contact and may include needs assessing and referring potential clients to a SAFE team member for dwelling secured products, while also assisting existing clients and meeting new ones.

MGO is seeking a Director/Partner for their national Transaction Advisory Services (TAS) practice. This role involves leading and managing financial due diligence engagements, participating in transactions related to acquisitions by private equity investor groups and strategic corporate buyers, and developing and providing qualified planning approaches. The ideal candidate will have a strong track record in building and growing a Transaction Advisory Service Practice, experience servicing private equity groups, and the ability to lead teams effectively.

TRANSACTION ADVISORY SERVICES - DIRECTOR/PARTNER

Director/Partner - Transaction Advisory Services

As an Advisory Consultant - Securitization CLO at Deloitte, you will be part of a core team delivering a wide range of services to clients with a comprehensive industry-focused approach. This role involves gaining valuable hands-on experience working alongside leading securitization professionals, advising investment banks, primary broker dealers, and various asset originators on complex procedures throughout the lifecycle of a transaction. You will directly interface with clients and other professionals within the organization and throughout the industry on a daily basis.

Advisory Consultant - Securitization - CLO

Advisory Consultant - Securitization CLO

As an Advisory Consultant - Securitization CMBS at Deloitte, you will be part of a core team delivering a wide range of services to clients with a comprehensive industry-focused approach. This role involves gaining valuable hands-on experience working alongside leading Securitization professionals, focusing on CMBS asset-level due diligence. Responsibilities include loan file reviews, collateral stratification, offering document reviews, and interacting with clients and attorneys.

Advisory Consultant - Securitization - CMBS

Advisory Consultant - Securitization CMBS

As an Advisory Senior Consultant - Securitization CMBS at Deloitte, you will be part of a core team delivering a wide range of services to clients with a comprehensive industry-focused approach. This role involves gaining valuable hands-on experience working alongside leading Securitization professionals, focusing on CMBS asset-level due diligence. Responsibilities include loan file reviews, collateral stratification, offering document reviews, and interacting with clients and attorneys.

Advisory Senior Consultant - Securitization - CMBS

Advisory Senior Consultant - Securitization CMBS

Steel Point Solutions is seeking an innovative Information Systems Consultant to develop a Center of Excellence (COE) for enterprise digital automation and transformation initiatives and solutions. The role involves helping to develop a concept of operations, COE implementation roadmap, processes, and procedures for prioritizing automations, communication and change management plans, quality management plans, performance KPIs, and COE dashboards. This position is 100% remote.

Information Systems Consultant (Remote)

Information Systems Consultant

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Investments Operations Consultant Jobs in Mount Arlington, NJ Hiring Now