investment consultant

Zacks Investment Management

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 <p>
  The
  <strong>
   Zacks Investment Consultant
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  role is designed to cultivate strong client relationships, offering high-quality, comprehensive financial advice and support. The consultant will focus on understanding clients' financial goals, providing strategic guidance, and enhancing client satisfaction through proactive engagement and exceptional service. Join our team as an Investment Consultant at Zacks Investment Management (ZIM), where we cater to a distinguished portfolio of high-net-worth clients through our distinct approach tailored specifically for private clients. At ZIM, we emphasize a structured separation between sales and client services, allowing you to focus solely on your expertise without the multitasking demands of prospecting.
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  In your role as an Investment Consultant, you will serve as a pivotal contact for Zacks Investment Management, collaborating closely with our internal portfolio management and research teams, tax consultants and our external sales force. This position is designed to leverage your financial expertise to enhance our investment strategies and client interactions. You will benefit from support and guidance from seasoned team members, whose experience and established client relationships are instrumental in facilitating your success in this role.
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  This is an exceptional opportunity to apply your background in finance and investment management within a supportive and specialized environment, aimed at optimizing client outcomes and advancing your professional growth.
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   Key Responsibilities:
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  Client Relationship Management:
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   Establish and nurture long-term relationships with clients, understanding their unique financial needs and objectives.
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   Proactively resolve client issues and concerns, ensuring a high level of client satisfaction and loyalty.
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   Conduct regular, in-depth conversations with clients regarding market conditions, asset allocations, and investment strategies.
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  Financial Advisory:
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   Provide clients with knowledgeable and prudent financial advice to help them achieve their financial goals.
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   Stay informed about investment products, market trends, and regulatory changes to offer the most current and effective advice.
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   Develop and present comprehensive wealth management solutions for clients.
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  Collaboration and Coordination:
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   Work closely with senior partners and other departments to gather information, coordinate meetings, and deliver comprehensive financial planning services.
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   Collaborate with portfolio managers, tax advisors, estate counsel, and other professionals to implement client strategies effectively.
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   Participate in ongoing learning and development to continuously enhance client support capabilities.
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  Operational Excellence:
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   Independently improve and streamline service models and operational procedures to enhance efficiency.
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   Provide excellent telephone coverage, managing priorities and handling urgent calls with professionalism and good judgment.
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   Comply with all industry rules, regulations, and firm policies.
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  Administrative Support:
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   Perform administrative duties such as handling telephones, processing forms, and completing travel and expense reports as needed.
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   Produce reports to support sales efforts and maintain regulatory compliance.
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  Qualifications:
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   Bachelor&rsquo;s Degree with 2-4 years of experience in financial services, sales, and support.
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   Must hold Series 65 license
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   Proficient in Salesforce CRM, MS Excel, Word, Outlook, PowerPoint, M365, and Teams; experience with related technology software and planning tools is a plus.
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   Strong knowledge of investment concepts, practices, and procedures in the securities and insurance industries.
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   Excellent communication, presentation, time-management, and organizational skills.
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   Proven ability to build and maintain strong client relationships.
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   Charismatic, driven, and financially savvy individual with a passion for client service.
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   Experience working with high net worth and ultra-high net worth clients.
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   Ability to provide high-touch, comprehensive wealth management services.
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   Experience in public speaking and writing on financial topics.
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  Compensation range: 130-170K base, bonus structure. Relocation assistance will be provided if necessary.
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  Successful completion of a background check and pre-employment assessments is required. In order to qualify, applicants must be legally authorized to work in the United States without requiring sponsorship for employment visa status now or in the future.
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  <strong>
   WHO IS ZACKS?
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  The Zacks Group of companies consists of Zacks Investment Research (ZIR), Zacks Investment Management (ZIM), and Zacks Trade. ZIR, founded in 1978 is the 2nd largest provider of independent stock, Mutual fund and ETF research in the US. The Professional Services Division of ZIR is one of the largest providers of software analytics and investment data to professional investors. The Zacks.com Division of ZIR operates one of the most widely used investment information sites on the web. ZIM is a Chicago based RIA that manages $18 Billion for individual and institutional investors. Zacks Trade is an online broker serving active stock and option traders located in US and overseas.
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</div>


Investment Consultant

Tanami Properties L.L.C.

<div><p>Tanami Properties is a premier real estate agency in Dubai, recognized for its expertise in off-plan properties and luxury real estate. With strong partnerships with top developers, we provide our clients with exclusive access to Dubai&rsquo;s most lucrative investment opportunities. Join our team and be part of a company that&rsquo;s setting new standards in the Dubai real estate market.</p><p></p><p><b><br>
Role Overview:</b></p><p>
We are looking for a motivated and results-driven<b> Investment Consultant (European)</b> to join Tanami Properties. You will specialize in connecting clients with upcoming projects, guiding investors and end-users through off-plan purchases, and maximizing sales opportunities in Dubai&rsquo;s fast-growing property market.</p><p></p><p><b><br>
Key Responsibilities:</b></p><ul>
<li>
Promote and sell off-plan properties directly from top-tier Dubai developers.</li>
<li>Develop and maintain strong relationships with investors, end-users, and developer sales teams.</li>
<li>Advise clients on project details, payment plans, ROI, and market trends.</li>
<li>Conduct property presentations, attend project launches, and represent the company at real estate events.</li>
<li>Generate and manage leads through marketing campaigns, referrals, and networking.</li>
<li>Achieve and exceed monthly and quarterly sales targets</li>
</ul><p><b>
Requirements</b></p><ul>
<li>
Proven sales experience (off-plan real estate experience preferred)</li>
<li>Strong presentation and negotiation skills</li>
<li>Ability to build lasting relationships with investors and property buyers</li>
<li>Self-motivated, energetic, and target-driven</li></ul><p></p><p><b><br>
Benefits</b></p><ul>
<li>
Unlimited Earning Potential with our Competitive Commission Structure</li>
<li>Rewards for Top Performers &ndash; Recognition and incentives for your outstanding achievements.</li>
<li>Career Growth &amp; Progression &ndash; Clear paths to senior roles and leadership opportunities.</li>
<li>Employment Benefits &ndash; Full employment visa and medical insurance.</li>
<li>Exclusive Tools &amp; Resources:</li>
<li>RERA License Provided by the Company</li>
<li>CRM system to manage clients efficiently</li>
<li>Marketing support, including professional video shoots</li>
<li>Fresh Leads Provided &ndash; Start your sales journey with pre-qualified client leads.</li>
<li>Exclusive Property Portfolio &ndash; Access to all developers and Dubai&rsquo;s most lucrative off-plan projects.</li>
<li>Professional Training &ndash; Learn directly from big developers</li>
<li>Prime Office Location in Dubai Marina &ndash; Modern, centrally located office with a vibrant work environment.</li>
<li>Be Part of the Best &ndash; Join a top-performing team in one of Dubai&rsquo;s top 10 real estate agencies and take your career to the next level.</li>
</ul><p><b>
Ready to take your real estate career to new heights! Apply now and become a key player in Dubai&rsquo;s booming off-plan property market!</b></p></div>

Investment Consultant (European)

Metropolitan Capital Real Estate

<p>Job Description: Real Estate Sales Investment Consultant</p><p><b>Location:</b> Abu Dhabi, UAE<br/><b>Company:</b> Metropolitan Capital Real Estate</p><p>Position Summary</p><p>Metropolitan Capital Real Estate is seeking a highly motivated and results-driven <b>Real Estate Sales Investment Consultant</b> to join our team in Abu Dhabi. The ideal candidate will have strong sales expertise, excellent communication skills, and a passion for guiding clients through property investment opportunities. You will be responsible for advising investors, managing transactions, and building long-term relationships to support the company&rsquo;s growth.</p><p>Responsibilities</p><ul><li>Identify and present investment opportunities in residential and commercial properties</li><li>Advise clients on market conditions, property values, and investment strategies</li><li>Conduct property viewings and negotiate terms with prospective buyers and investors</li><li>Prepare and review contracts, agreements, and other documentation</li><li>Stay informed about Abu Dhabi&rsquo;s real estate laws, regulations, and market trends</li><li>Build and maintain a portfolio of investors through networking and referrals</li><li>Collaborate with colleagues to achieve team and company sales targets</li></ul><p>Qualifications</p><ul><li>Previous experience in real estate sales or investment advisory</li><li>Strong communication, negotiation, and interpersonal skills</li><li>Knowledge of Abu Dhabi&rsquo;s real estate market preferred</li><li>Valid UAE driving license and access to a car is an advantage</li><li>Ability to work independently and within a team environment</li><li>Multilingual skills (English required; Arabic or other languages are a plus)</li></ul><p>Benefits</p><ul><li>Competitive commission structure with unlimited earning potential</li><li>Training and professional development programs</li><li>Access to a wide portfolio of premium investment properties</li><li>Supportive team culture with career advancement opportunities</li><li>Modern office located in central Abu Dhabi</li></ul><p>About Metropolitan Capital Real Estate</p><p>Metropolitan Capital Real Estate is part of the Metropolitan Group, one of the largest and most trusted real estate networks in the UAE. With a strong presence in Abu Dhabi and Dubai, we specialize in residential and commercial property sales, leasing, and investment advisory. Our team of experienced professionals is dedicated to delivering exceptional service and market expertise, making us a preferred choice for clients seeking premium real estate solutions.</p><p>Job Type: Full-time</p>

Real Estate Sales Investment Consultant

Green Umbrella Recruitment

<div><h3 class="jobSectionHeader"><b>Job Information</b></h3>
<ul><div><p>Date Opened</p>
<div>08/18/2025
</div></div><div><p>Job Type</p>
<div>Part time
</div></div><div><p>Industry</p>
<div>Travel and Tourism
</div></div><div><p>Work Experience</p>
<div>Minimum of 7 years of experience in financial consulting, corporate finance, or related roles
</div></div><div><p>City</p>
<div>Muscat
</div></div><div><p>State/Province</p>
<div>Masqat
</div></div><div><p>Country</p>
<div>Sultanate of Oman
</div></div><div><p>Zip/Postal Code</p>
<div>0000</div></div></ul></div>
<br><div><div>The Financial Consultant will be responsible for setting up and optimizing financial processes, with a strong focus on asset management, project budgeting, financial modeling, and investment analysis. This role includes developing financial systems and tools, evaluating funding strategies, and mentoring internal staff to enhance the organization&rsquo;s long-term financial capability.<br>
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<b>Key Responsibilities:</b><br>
</div><ul><li>
Establish and implement financial processes, including asset management systems<br>
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Develop and maintain project and development budgets with appropriate tracking tools<br>
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Build and manage financial models for both overall operations and individual projects<br>
</li><li>
Conduct funding analysis and advise on capital structuring and financial strategies<br>
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Evaluate investment opportunities and provide clear, data-driven recommendations<br>
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Collaborate with internal teams to enhance financial reporting and planning<br>
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Coach and mentor finance staff to build internal expertise and capabilities<br>
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Ensure financial practices align with organizational policies and regulatory requirements</li></ul><div></div><h3 class="jobSectionHeader"><b><br>
Requirements</b></h3><ul><li>
Bachelor&rsquo;s degree in Finance, Accounting, Economics, or a related field (Master&rsquo;s preferred)<br>
</li><li>
7+ years of experience in financial consulting, corporate finance, or project finance<br>
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Strong expertise in financial modeling, budgeting, and investment evaluation<br>
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Proficient in Excel and financial planning/reporting tools<br>
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Excellent communication, analytical, and problem-solving skills</li></ul></div>

Financial Consultant

Graana.com

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  <strong>
   Company Description
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  Graana.com is Pakistan&rsquo;s first online real estate marketplace, dedicated to revolutionizing the real estate industry in the country. By simplifying complex real estate processes into an efficient and user-friendly portal, we facilitate buying, selling, renting, and marketing properties with utmost transparency and purpose. For over a decade, our mission has been to ensure quality-driven services that set new benchmarks for real estate standards in Pakistan. Graana.com is committed to making property transactions easy and accessible for all.
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  <strong>
   Role Description
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  This is a full-time on-site role for a Senior Investment Advisor at Graana.com, based in Lahore District. The Senior Investment Advisor will be responsible to generate revenue from project sales and offering expert advice to clients.
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  <strong>
   Qualifications
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   Proven Project Sales Experience (Preferably Vertical)
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   Bankers are encouraged to apply
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   Strong knowledge of Investments and Investment Strategies
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   Exceptional Customer Service skills
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   Excellent analytical and problem-solving skills
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   Ability to communicate effectively
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   A Bachelor&rsquo;s or Master&rsquo;s degree, RE certification will be a plus
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</div>


Senior Investment Advisor

Farm Bureau Financial Services

<p></p><div><p><b>**</b><i>Must be located in or willing to relocate to Wisconsin.**</i></p><p>
We are seeking an extremely driven, self-motivated, and dynamic individual to partner with our multi-line exclusive Farm Bureau agents to drive production and generate increased traditional &amp; variable life, fixed &amp; variable annuity, mutual fund, discretionary managed investment account, financial planning, and long-term care &amp; disability income product sales, consistent with established sales goals within an assigned region of Farm Bureau Life&rsquo;s marketing territory.</p><p><b>
Who We Are:</b> Through an exclusive network of 4,000 field associates, supported by 1,600 employees, Farm Bureau Financial Services helps protect livelihoods and futures by offering insurance products, investment products, and personalized financial planning for every stage of life. We&rsquo;ve been delivering on our promise of being there when it matters most for clients/members for more than 80 years and we&rsquo;re exceptionally proud of our consistently excellent ratings.</p><p><b>
What You&rsquo;ll Do:</b> As a Wealth Management Consultant, you will partner with agents across an assigned territory by means of joint production (95% of the time) to drive the cross selling of a broad portfolio of life insurance and investment products into PC books of business.</p><p>
This position offers a base salary with commission based on sales. We provide a comprehensive benefits package, company vehicle, and expense allowances.</p><p><b>
What It Takes to Join Our Team:</b></p><ul><li>
College degree (Finance of Business preferred) or equivalent plus four years of relevant experience required, CLU, ChFC, CFP, or LUTCF are preferred.</li><li>
Must have life/health insurance licenses as well as FINRA series 6 and 63 as a minimum. There is a preference of 7 and 66 or 63/65. Must test for the Series 7 within 90 days of employment and pass Series 7 within the first year of employment.</li><li>
Be a motivated and energetic individual with the ability to drive results with a high degree of autonomy.</li><li>
Be capable of driving production regarding the sale of Life, Annuity, Mutual Fund, Long-Term Care, &amp; Disability Income products by serving as the primary liaison for Farm Bureau Life in the delivery of sales, life, and investment product-related material to the captive MLEA distribution channel.</li><li>
Have the ability to travel extensively up to 80% of the time to territory locations.</li><li>
Have a broad and comprehensive knowledge of life, annuity, disability &amp; long-term care insurance, investment products, and financial planning with knowledge and experience in applying those products in sales situations. In other words, be the subject expert regarding expansive portfolio of life products, proprietary annuity, and non-proprietary mutual funds.</li><li>
A valid driver&rsquo;s license and satisfactory Motor Vehicle Records are required.</li></ul><p>
If you're interested in joining a company that appreciates its employees, provides growth and professional development opportunities, and offers great benefits, we invite you to <b>apply today!</b></p><p><b>
Work Authorization/Sponsorship: </b>At this time, we are not considering candidates that need any type of immigration sponsorship now or in the future, such as additional or permanent work authorization. Applicants must be currently authorized to work in the United States on a full-time, permanent basis. We are not able to sponsor now or in the future, or take over sponsorship of, an employment visa or work authorization for this role. For example, we are not considering candidates with OPT status.</p></div>

Sr Wealth Management Consultant

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