Job Market Guide: Investment Consultant jobs in Providence-New Bedford

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

3 Investment Consultant jobs in Providence-New Bedford

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

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