investment consultant

Fidelity Investments

<div><h3 class="jobSectionHeader">Job Description:</h3><h3 class="jobSectionHeader">
Investment Consultant</h3>
You joined the financial services industry to make a difference in the lives of your clients. At Fidelity, we have a relentless commitment to our clients. Come join a firm that is a stable industry leader where we focus on the importance of communicating to connect and not just communicating to transact. We empower professional flexibility, growth, and support thus enabling long-term success for you and our clients.<h3 class="jobSectionHeader">
The Purpose of Your Role</h3>
Working in our Investor Center, you will develop customized financial plans through a wide range of products and services using your sound judgment, keen knowledge of products, and Fidelity&lsquo;s planning tools. Instead of spending your time sourcing new customers, you will engage with existing clients and warm leads, which will allow your focus to remain where it matters most: providing investment solutions and growing relationships with a dedicated local advisor.<h3 class="jobSectionHeader">
The Expertise We&rsquo;re Looking For</h3><ul><li>
FINRA Series 7 &amp; 66 licensed and hold appropriate state registrations, OR ability to acquire Series 66 upon hire</li><li>
Effectively utilizing Fidelity&rsquo;s guidance tools, you engage in financial planning discussions by presenting solutions and service offerings that best meet client needs</li><li>
Leveraging technology, you can prepare for and conduct efficient one-on-one appointments to make the best use of the client&rsquo;s time, as well as plan for post-appointment follow-up</li><li>
Growing relationships through proactive outreach, you seek to understand clients&rsquo; goals and objectives and refer them to a wealth management partner based on needs and financial complexity</li><li>
Degree and/or other professional certifications such as a CFP are helpful; if you don't already have a CFP or degree, our Tuition Reimbursement program can help you obtain one!</li></ul><h3 class="jobSectionHeader">
The Skills You Bring</h3><ul><li>
You have a comprehensive understanding of various investment solutions, and can educate customers on the values and differences of each</li><li>
Your interpersonal skills and ability to grow relationships are exemplary; you take initiative and exceed expectations</li><li>
You have outstanding communication and consultative skills, and you thrive in a fast-paced work environment</li></ul>
Note: Fidelity will not provide immigration sponsorship for this position.<h3 class="jobSectionHeader">
Our Investments in You</h3>
Fidelity&rsquo;s greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding!<h3 class="jobSectionHeader">
The Value You Deliver</h3>
In this role you will work directly with clients to help them make investment decisions that are in their best interest. By effectively navigating Fidelity&rsquo;s planning and guidance tools, presenting and implementing solutions that best meet the client&rsquo;s needs, you will have a lasting impact on the client&rsquo;s financial future. 
 
Please note this role requires in-person attendance in the assigned Branch location.
The base salary range for this position is $59,000 - $74,000 per year.
Placement in the range will vary based on job responsibilities and scope, geographic location, candidate&rsquo;s relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. 
 
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Some roles may have unique onsite requirements. Please consult with your recruiter for the specific expectations for this position.
Please be advised that Fidelity&rsquo;s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.<h3 class="jobSectionHeader">
Certifications:</h3>
Series 07 - FINRA, Series 66 - FINRA<h3 class="jobSectionHeader">
Category:</h3>
Sales</div>

Investment Consultant - Orland Park, IL

MERCOR

<div>About the job
Mercor connects elite creative and technical talent with leading AI research labs. Headquartered in San Francisco, our investors include Benchmark, General Catalyst, Peter Thiel, Adam D'Angelo, Larry Summers, and Jack Dorsey.
Position: Investment Banking Expert 
Type: Contract 
Compensation: $130/hour 
Location: Remote 
Duration: Minimum four weeks 
Commitment: 10+ hours/week
Role Responsibilities<ul><li>
Evaluate the accuracy and depth of financial models to strengthen reasoning and rigor in model outputs.</li><li>
Review complex investment banking content for alignment with domain principles and methodologies.</li><li>
Provide clear, structured feedback to AI research teams to improve training data quality and downstream performance.</li><li>
Develop evaluation rubrics and benchmarks for assessing AI-generated financial tasks and solutions.</li><li>
Collaborate with subject matter experts to ensure consistency, relevance, and coverage across datasets.</li><li>
Work independently and asynchronously to meet deadlines while improving AI model performance.</li></ul>
Qualifications
Must-Have<ul><li>
At least 2 years of experience in investment banking at top firms.</li><li>
Experience in Financial Modeling, Pitch Decks, Investment/Analysis Summaries and Memos, or Company/Industry Analysis.</li></ul>
Compensation &amp; Legal<ul><li>
Hourly contractor</li><li>
Paid weekly</li></ul>
Application Process (Takes 20&ndash;30 mins to complete)<ul><li>
Upload resume</li><li>
AI interview based on your resume</li><li>
Submit form</li></ul>
Resources &amp; Support<ul><li>
For details about the interview process and platform information, please check: https://talent.docs.mercor.com/welcome/welcome</li><li>
For any help or support, reach out to: support@mercor.com</li></ul>
PS: Our team reviews applications daily. Please complete your AI interview and application steps to be considered for this opportunity.</div>

Investment Banking Consultant

Globevisa Group

<div>
 
 Location: Zamalek, Cairo, Egypt
 
 
 Company: Globevisa Egypt
 
 
 Industry: Residency &amp; Citizenship by Investment (RCBI)
 
 
 
 
 
 
 Role Overview
 
 
 
 
 
 
 We are seeking a Senior Investment Migration Consultant (Sales) to join our growing Egypt office. This role is designed for an experienced professional capable of managing high-value clients and advising on residency and citizenship by investment programs such as Greece, Portugal, Panama, Canada, Australia, Turkey, Bulgaria, Belgium, Newzealand, Al Salvador Caribbean etc citizenship &amp; Residency programs.
 
 
 
 
 
 This is a strategic, consultative sales role, working with qualified leads and complex client profiles.
 
 
 
 
 
 
 Key Responsibilities
 
 
 
 
 
 
 &bull; Lead client consultations on residency and citizenship by investment solutions
 
 
 &bull; Assess complex client profiles and recommend suitable programs
 
 
 &bull; Present programs with clarity, confidence, and legal accuracy
 
 
 &bull; Manage high-value client relationships end-to-end
 
 
 &bull; Collaborate closely with legal, operations, and marketing teams
 
 
 &bull; Mentor junior consultants when needed
 
 
 &bull; Maintain accurate CRM records and comply with internal procedures
 
 
 
 
 
 
 Requirements
 
 
 
 
 
 
 &bull; Minimum 4&ndash;6 years experience in sales, consulting, investment advisory, real estate, or immigration
 
 
 &bull; Prior RCBI / investment migration experience and formal sales certifications and structured consultative sales training are preferred
 
 
 &bull; Strong negotiation, presentation, and closing skills
 
 
 &bull; Experience dealing with HNWIs
 
 
 &bull; Professional demeanor and strong ethical standards
 
 
 &bull; Fluent Arabic and English
 
 
 
 
 
 
 What We Offer
 
 
 
 
 
 
 &bull; Competitive senior-level salary + commission structure
 
 
 &bull; Qualified, pre-screened leads (no cold calling)
 
 
 &bull; Access to a global portfolio of approved programs
 
 
 &bull; Strong operational and legal support
 
 
 &bull; Career growth within a global market-leading firm
 
</div>

Senior Investment Migration Consultant

Mercor

<div>
 
 About The Job
 
 
 
 
 Mercor
 
 connects elite creative and technical talent with leading AI research labs. Headquartered in San Francisco, our investors include
 
 Benchmark
 
 ,
 
 General Catalyst
 
 ,
 
 Peter Thiel
 
 ,
 
 Adam D'Angelo
 
 ,
 
 Larry Summers
 
 , and
 
 Jack Dorsey
 
 .
 
 
 
 Position:
 
 Investment Banking Expert
 
 
 
 Type:
 
 
 Contract
 
 
 
 
 Compensation:
 
 
 $130/hour
 
 
 
 
 Location:
 
 
 Remote
 
 
 
 
 Duration:
 
 
 Minimum four weeks
 
 
 
 
 Commitment:
 
 
 10+ hours/week
 
 
 
 
 Role Responsibilities
 
 
 
 <ul>
 <li>
 Evaluate the accuracy and depth of financial models to strengthen reasoning and rigor in model outputs.
 </li>
 <li>
 Review complex investment banking content for alignment with domain principles and methodologies.
 </li>
 <li>
 Provide clear, structured feedback to AI research teams to improve training data quality and downstream performance.
 </li>
 <li>
 Develop evaluation rubrics and benchmarks for assessing AI-generated financial tasks and solutions.
 </li>
 <li>
 Collaborate with subject matter experts to ensure consistency, relevance, and coverage across datasets.
 </li>
 <li>
 Work independently and asynchronously to meet deadlines while improving AI model performance.
 
 
 
 </li>
 </ul>
 
 Qualifications
 
 
 
 
 Must-Have
 
 
 
 <ul>
 <li>
 At least 2 years of experience in investment banking at top firms.
 </li>
 <li>
 Experience in Financial Modeling, Pitch Decks, Investment/Analysis Summaries and Memos, or Company/Industry Analysis.
 
 
 
 </li>
 </ul>
 
 Compensation &amp; Legal
 
 
 
 <ul>
 <li>
 Hourly contractor
 </li>
 <li>
 Paid weekly
 
 
 
 </li>
 </ul>
 
 Application Process (Takes 20&ndash;30 mins to complete)
 
 
 
 <ul>
 <li>
 Upload resume
 </li>
 <li>
 AI interview based on your resume
 </li>
 <li>
 Submit form
 
 
 
 </li>
 </ul>
 
 Resources &amp; Support
 
 
 
 <ul>
 <li>
 For details about the interview process and platform information, please check: https://talent.docs.mercor.com/welcome/welcome
 </li>
 <li>
 For any help or support, reach out to: support@mercor.com
 
 
 
 </li>
 </ul>
 
 PS: Our team reviews applications daily. Please complete your AI interview and application steps to be considered for this opportunity.
 
</div>

Investment Banking Consultant | $130/hr

Baird

<div><div><div><div><div><div>Baird Private Wealth Management combines national scale with a culture centered on meaningful relationships &ndash; among clients, advisors and team members.
<ul><div>Milwaukee, WI
</div><div></div><div>Wealth Solutions Group
</div><div></div><div>R2026365
</div><div></div><div>Hybrid</div></ul></div><div><div>
</div></div></div></div></div></div><div><div><div><div><div>About the Role:
The Institutional Consultant is a client-facing role that provides investment advice to institutional clients, predominantly endowments, foundations and Native American and Alaska Native communities on the determination of investment objectives, establishment of investment policy, selection of investment managers, and the monitoring of portfolios.
Responsible for cultivating new/existing relationships with institutional clients with investable assets of $50M or more and proactively helps to resolve issues and concerns. Conducts quarterly/annual portfolio performance reviews and responds to client&rsquo;s ad hoc requests. Provides support on products and services and directs consulting projects.
Position is open nationwide, preferably out of Milwaukee or Chicago and must be near a Baird branch.
The Impact You&rsquo;ll Make:<ul><li>
Present (in person or virtually) regular updates on capital markets and investment performance to executive-level committees and other stakeholders.</li><li>
Lead and support Investment Policy Statement (IPS) development, review, and ongoing governance, including establishing objectives, risk parameters, asset allocation guidelines, performance benchmarks, rebalancing policies, and roles and responsibilities consistent with fiduciary best practices.</li><li>
Advise investment committees on fiduciary governance matters, including policy adherence, committee structure, conflicts of interest, monitoring frameworks, and best practices for oversight and decision‑making.</li><li>
Present and respond to investment committees throughout the RFP process including articulating investment philosophy, process, governance capabilities, and differentiators.</li><li>
Be responsible for construction of portfolio recommendations and evaluate client portfolios focusing on generating optimal risk/return characteristics, investment strategies and their impact for large and jumbo market clients.</li><li>
Independently assist institutional clients with market and stock research.</li><li>
Coordinate the resolution of complex issues/concerns received from the institutional client.</li><li>
Develop relevant offerings leveraging existing internal capabilities.
</li><li>Present at events to highlight Baird&rsquo;s capabilities.</li><li>
Develop and maintain a thorough understanding of the firm&rsquo;s wealth management solutions and resources.</li><li>
Become uniquely adept at telling the Baird story in the community/with clients.</li><li>
Proactively identify and pursue new client relationship to grow and maintain a strong client base.</li><li>
Demonstrate deep expertise across foundations, endowments, pension funds, and nonprofit institutions, including an understanding of their unique objectives, constraints, and governance considerations.</li><li>
Coordinate and assist in the creation and reconciliation of quarterly reporting packages.
</li><li>Create RFP responses and board packages.
</li></ul>What You&rsquo;ll Bring to Baird:<ul><li>
Minimum 10 years&rsquo; experience in investment consulting or related field.</li><li>
CFA designation required or actively pursuing CFA or relevant experience coupled with related industry credentials.</li><li>
Ability to confidently present to senior level executive and committee members.
</li><li>Series 7, 66.</li><li>
Additional product licenses may be required.</li><li>
Strong technical analysis skills and past manager analysis experience.</li><li>
Proficient in Microsoft Excel, Word, Powerpoint and Adobe Acrobat.</li><li>
Preferred experience with Morningstar Direct and other Market Data software applications.</li><li>
Ability to translate the impact of macro economic events on client portfolios.</li><li>
Financial industry and product knowledge.</li><li>
Knowledge of applicable compliance rules and regulations.</li><li>
Proficient in applicable software applications.</li><li>
Ability to interact and communicate effectively with colleagues and clients.</li><li>
Excellent written and verbal communication skills.</li><li>
Evidence of strong leadership skills or previous supervisory experience.</li><li>
Must be willing to travel.
</li><li>Experience in developing, reviewing and recommending improvements to investment policy statements.</li><li>
Knowledgeable of investment committee best practices and governance structures.
</li></ul><div><div>#LI-CM1</div></div></div></div></div></div></div></div>

Institutional Consultant

BROWN & ASSOCIATES

Are you highly motivated?Are you looking for an another source of income?Are you looking for looking for a career change?Do you want to get financial education?Have you ever thought of going into mortgage lending, investment advising or insurance sales?Join our dynamic team!!! Remote positions available IMMEDIATELY!!!We are looking for 10-15 key leaders who posses:<ul><li>Strong leadership skills</li><li>High character</li><li>A heart to serve</li></ul>As an Investment Consultant, you will be responsible for guiding clients through their Investment decisions, ensuring the achieve their financial goals through tailored strategies and comprehensive wealth management solutions.<ul><li>Requirements</li><li>18 years and over.</li><li>Clean background</li><li>Authorized to work in the United States</li><li>Reside in the united states</li><li>Ability to work independently as well as part of collaborate team environment.</li></ul>Responsibilities<ul><li>Assist clients in understanding their mortgage options and guide them through the loan origination process.</li><li>Evaluate clients' financial situations by conducting thorough credit analysis and assessing their eligibility for various loan products.</li><li>Prepare and submit loan applications, ensuring all documentation is complete and accurate.</li><li>Provide exceptional customer service throughout the loan process, addressing any questions or concerns promptly.</li></ul>Job Types: Full-time, Part-time, ContractPay: $60,000.00 - $100,000.00 per yearBenefits:<ul><li>Flexible schedule</li><li>Opportunities for advancement</li><li>Professional development assistance</li><li>Work from home</li></ul>Work Location: Remote

Mortgage Loan Originator/Investment Advisor/Insurance Consultant

Nexus Analytica

Nexus Analytica is seeking a Financial Consultant to support the delivery of consulting assignments related to renewable energy finance, financial modelling, tariff analysis, techno-economic assessment, transaction support, and project-related commercial evaluation.This role is best suited for a candidate who can connect financial modelling with project realities, including CAPEX, OPEX, energy yield, tariff design, risk allocation, and contractual structures. The selected candidate will work closely with multidisciplinary teams and clients to provide robust financial analysis and decision support across energy transition and infrastructure projects.<h3> </h3><h3>Key Responsibilities</h3><ul><li>Support the delivery of consulting projects related to energy finance, project valuation, and commercial advisory.</li><li>Develop and review financial models for renewable energy projects, including solar PV, wind, BESS, and hybrid systems.</li><li>Conduct tariff analysis, PPA pricing assessments, and scenario and sensitivity analysis.</li><li>Evaluate key project finance parameters such as CAPEX, OPEX, WACC, ROE, energy yield assumptions, and commercial risk allocation.</li><li>Support the review of commercial terms in PPAs, project agreements, and investment structures.</li><li>Contribute to techno-economic assessments and help translate technical assumptions into financial outcomes.</li><li>Prepare reports, presentations, financial notes, and client deliverables.</li><li>Support capacity-building activities, training sessions, and workshops for clients and stakeholders.</li><li>Coordinate with project managers, technical consultants, legal/regulatory experts, and client teams.</li><li>Contribute to proposals, technical offers, and business development activities related to energy finance and project advisory.</li></ul><h3>Required Qualifications</h3><ul><li>Bachelor’s degree in Economics, Finance, Engineering, Energy Economics, Business Administration, or a related field.</li><li>3 to 7 years of relevant experience in financial consulting, project finance, infrastructure advisory, energy economics, or renewable energy transactions.</li><li>Good understanding of financial modelling, valuation, and commercial analysis.</li><li>Familiarity with renewable energy projects, PPAs, tariff structures, or infrastructure investment models.</li><li>Strong analytical, Excel, report-writing, and presentation skills.</li><li>Strong written and spoken English.</li><li>Arabic is an advantage.</li></ul><h3>Preferred Qualifications</h3><ul><li>Master’s degree in a relevant field.</li><li>Experience with renewable energy project finance, tariff design, or PPA negotiations.</li><li>Familiarity with project finance concepts such as debt structuring, bankability, discounting, risk allocation, and investor returns.</li><li>Experience working with scenario analysis, sensitivity analysis, and benchmarking.</li><li>Familiarity with Excel, Python, or other analytical tools.</li><li>Experience working on projects in Egypt, MENA, or Africa is an advantage.</li></ul><h3>Skills</h3><ul><li>Financial modelling</li><li>Project valuation</li><li>Tariff analysis</li><li>PPA commercial assessment</li><li>Techno-economic analysis</li><li>Scenario and sensitivity analysis</li><li>Report writing and presentation</li><li>Stakeholder communication</li></ul><h3>What We Offer</h3><ul><li>Opportunity to work on high-impact energy transition and infrastructure projects</li><li>Exposure to multidisciplinary consulting assignments across technical, financial, and regulatory topics</li><li>A collaborative and intellectually stimulating work environment</li><li>Professional growth in a fast-evolving energy consulting firm</li></ul>

Financial Consultant

Search 6297+ Investment consultant jobs near you this March. New roles added regularly across leading industries. Apply today.