Job Market Guide: Investment Consultant jobs in NY

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

4 Investment Consultant jobs in NY

Garden City, NY
In this role, the selected candidate will provide clients with a stronger bias for guidance with more frequent portfolio consultations, goal planning recommendations and introduction to specialized income teams dealing with annuities and fixed income solutions.
industry
Financial Services
experience
5 - 7 years

Investment Consultant

Orchard Park, NY
In this role, you 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
Less than 5 years

Investment Consultant

Saratoga Springs, NY
Engage existing or prospective clients in needs-based dialogue to better understand their goals; discover any unstated needs; and guide them toward Scottrade products and services with the intention of ultimately building a lasting client relationship and meeting their financial needs.
industry
Financial Services
experience
Not Specified

Brooklyn, NY
Engage existing or prospective clients in needs-based dialogue to better understand their goals; discover any unstated needs; and guide them toward Scottrade products and services with the intention of ultimately building a lasting client relationship and meeting their financial needs.
industry
Financial Services
experience
Not Specified