Job Market Guide: Investment Consultant jobs in Hartford-New Haven

Competition
Desired Skills
Years of Experience
Years of Experience distribution graph for Investment Consultants in Hartford-New Haven. Investment Consultants in Hartford-New Haven have between ${} and ${} years of experience, averaging $${} years of experience.

7 Investment Consultant jobs in Hartford-New Haven

Manhattan, NY
In this role, you will achieve and exceed both individual and branch related sales and revenue goals as defined on a quarterly basis.
industry
Financial Services
experience
Not Specified

Forest Hills, NY
In this role, the selected candidate will cultivate on-going relationships with clients, prospects and internal partners through high-volume outbound and inbound calls, walk-ins, appointments and emails for asset gathering purposes.
industry
Financial Services
experience
Not Specified

Investment Consultant

Boston, MA
In this role, you will be responsible for interacting with clients on a regular basis either by phone or face to face. Providing periodic client investment reviews, incorporating detailed knowledge of the fidelity and non-fidelity mutual funds in the plan, reviewing capital markets, updating dc investment trends, addressing investment fiduciary issues, and providing timely follow up.
industry
Financial Services
experience
Not Specified

Investment Consultant

Paramus, NJ
In this role, the selected candidate will cultivate on-going relationships with clients, prospects and internal partners through high-volume outbound and inbound calls, walk-ins, appointments and emails for asset gathering purposes.
industry
Financial Services
experience
Not Specified

Investment Consultant

Stamford, CT
In this role, you will develop financial plans customized to the needs of Fidelitys mass affluent investors through a wide range of products and services
industry
Financial Services
experience
Not Specified

Investment Consultant

Newton, MA
As an Investment Consultant, you will be the first touch point our clients have with our firms mission, values and capabilities.
industry
Financial Services
experience
Less than 5 years