Job Market Guide: Investment Consultant jobs in Springfield-Holyoke

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

6 Investment Consultant jobs in Springfield-Holyoke

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

Investment Consultant

Albany, NY
In this role, you will be responsible for providing needs-based guidance to mass affluent customers, and contributing to the long-term growth and retention of Fidelity assets.
industry
Financial Services
experience
15+ years

Investment Consultant

Boston, MA
In this role, the selected candidate will be 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
5 - 7 years

Springfield, MA
In this role, you will prepare and distribute model validation reports, which meet the model governance expectations, while working collaboratively with model owners, business unit management and other stakeholders throughout the validation process.
industry
Insurance
experience
5 - 7 years

Investment Consultant

Boston, MA
You will develop financial plans customized to the needs of fidelitys mass affluent investors through a wide range of products and services. You will be prospecting from existing business and warm leads, allowing your focus to remain where it matters the most: cultivating relationships and providing investment solutions.
industry
Financial Services
experience
Not Specified

Springfield, MA
In this role, you will prepare and distribute model validation reports, which meet the model governance expectations, while working collaboratively with model owners, business unit management and other stakeholders throughout the validation process.
industry
Insurance
experience
5 - 7 years