Investment Consultant Jobs in Charlotte, NC (116)
Part-Time Remote Licensed Marriage and Family Therapist (LMFT)
Rula Health
🌎 Remote
Part-Time
Remote
Health Insurance
Remote Licensed Clinical Social Worker (LCSW)
Rula Health
🌎 Remote
Remote
Health Insurance
Psychiatric Mental Health Nurse Practitioner (PMHNP) - Remote
Rula Health
🌎 Remote
Remote
$120 / hour
Private Equity Associate
Selby Jennings
Charlotte, NC
New
Dental Insurance
SCM – Chief Financial Officer
Sterling Capital Management
Charlotte, NC
Director of Finance and Analysis
Total Aviation Staffing
Charlotte, NC
Dental Insurance
Vision Insurance
Flexible Schedule
FP&A Analyst
Bell & Associates
Charlotte, NC
Financial Advisor
Procyon Partners
Charlotte, NC
New
Financial Advisor Consultant
FIG Talent Solutions
Cornelius, NC
Industry Principal, Financial Services
Insight Global
Charlotte, NC
Investment Consultant II - Merrill Premium
Bank of America
Charlotte, NC
Diversity Leader
Eco-Friendly
Tax Manager - Financial Svcs - Mutual Fund Tax (East Region City Locations)
Deloitte
Charlotte, NC
Diversity Leader
$85k - $193.4k / year
State Income and Franchise - Investment Management Tax Senior - Multistate
Deloitte
Charlotte, NC
Diversity Leader
$68.2k - $144.3k / year
Advisory Financial Services Risk Management Senior Consultant
Deloitte
Charlotte, NC
Diversity Leader
Tax Manager-Investment Management - Private Wealth (East Coast)
Deloitte
Charlotte, NC
Diversity Leader
$85k - $193.4k / year
Tax Senior Manager - Invest Management - Private Wealth (East Coast Region)
Deloitte
Charlotte, NC
Diversity Leader
$119.5k - $272.1k / year
Operations & Technology Transformation , Guidewire Configuration/Integration - Senior Consultant
Deloitte
Charlotte, NC
Diversity Leader
$125k - $208.3k / year
Operations & Technology Transformation, Guidewire Developer - ETL/Data Migration - Senior Consultant
Deloitte
Charlotte, NC
Diversity Leader
$128k - $208.3k / year
Insurance Transformation, Guidewire Senior Consultant
Deloitte
Charlotte, NC
Diversity Leader
$125k - $208.3k / year
Consultant, Operations and Technology Transformation, Guidewire Application Developer
Deloitte
Charlotte, NC
Diversity Leader
$93.2k - $155.4k / year
Tax Senior - Investment Management - Private Wealth (East Coast)
Deloitte
Charlotte, NC
Diversity Leader
$63.4k - $144.3k / year
Operations & Technology Transformation, Guidewire Application Java Developer - Senior Consultant
Deloitte
Charlotte, NC
Diversity Leader
$124.9k - $208.3k / year
Principal Consultant - Capital Markets
Capco, a Wipro
Charlotte, NC
Dental Insurance
Vision Insurance
Education
Tax Manager - Credits & Incentives
Deloitte
Charlotte, NC
Diversity Leader
$89.2k - $203.1k / year
Energy & Utilities Analyst, Electrical Engineer 1898 & Co. (Atlanta or Charlotte)
Burns & McDonnell
Charlotte, NC
AWS Infra/DevOps Architect
Deloitte
Charlotte, NC
Diversity Leader
Sales Performance Management Senior Consultant
Deloitte
Charlotte, NC
Diversity Leader
$85k - $231k / year
Client Service Manager
Ascensus
Charlotte, NC
Human Resources Manager – Global Corporate & Investment Banking or Global Markets Program Management
Bank of America
Charlotte, NC
Diversity Leader
Eco-Friendly
$115k - $160k / year
Property Tax Manager - Multistate
Deloitte
Charlotte, NC
Diversity Leader
$95.9k - $203.1k / year
Payments Fraud Analytics and Data Science Senior Consultant
Deloitte
Charlotte, NC
Diversity Leader
$107.7k - $207.8k / year
Tax Manager - Financial Services-Insurance Tax (East Region City Locations)
Deloitte
Charlotte, NC
Diversity Leader
$85k - $193.4k / year
Investment Consultant II - Merrill Premium
Bank of America
Charlotte, NC
Diversity Leader
Eco-Friendly
Investment Consultant Salary in Charlotte
Investment Consultants working in Charlotte, NC make an average annual salary of $67K and a maximum annual salary of around $198K.
Job Description
Working as an Investment Consultant in Charlotte, NC
There are 116 Investment Consultant opportunities available in Charlotte, NC all with unique requirements.
Investment Consultants work with clients to advise them on the performance of their investments and the financial planning for their current and future needs. The Investment Consultant is responsible for providing personalized financial planning advice to clients, focusing on risk management and investment performance in the context of the client's overall financial objectives. This individual may also be responsible for developing and executing investment strategy recommendations, including portfolio construction and risk management adjustments compliant with a Company's policies.
Investment Consultant jobs near Charlotte, NC
Investment Consultants in Charlotte, NC Resume Data
Average Experience for Investment Consultants in Charlotte, NC
- More than 10 years: 78%
- 6-10 years: 18%
- 3-5 years: 3%
- 1-2 years: 1%
- Less than 1 year: 0%
Educational Background for Investment Consultants in Charlotte, NC
- Bachelors: 50%
- Masters: 32%
- Associates: 7%
- Diploma: 5%
- Doctorate: 5%
Top Skill for Investment Consultants in Charlotte, NC
- Sales skills: 18%
- Customer focus & orientation: 15%
- Attention to detail: 14%
- Management & leadership skills: Planning & execution: 9%
- Spreadsheets with Microsoft Excel: 8%
- Management & leadership skills: Impact & influence: 8%
- Customer service: 7%
- Project timeline management: 7%
- Bookkeeping: 7%
- Work style: Reliability: 7%
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