Investment Consultant - Hybrid (North Bethesda, MD)
Core
Providing advanced investment expertise, analysis, and solutions to support employer-based retirement plan services and personalized financial planning.
Role type
Investment Consultant (Financial Services)
Builds
Data-driven investment recommendations and portfolio monitoring strategies for plan sponsors and clients.
Domain
Financial Services / Retirement Planning
Deliverable
client delivery
Required skills
Analytical skills, Communication, Presentation, Collaboration, Adaptability, CRM management, Multi-tasking
Preferred skills
Securities licensure, Microsoft Office proficiency, Salesforce experience
Technologies
Microsoft Office Suite, Salesforce
Responsibilities
Conduct comprehensive analysis of retirement plan investment options, Provide advanced investment expertise to Sales and Service teams, Collaborate with Advisor and Service teams to monitor client portfolios, Support analysis of potential fund changes, Identify emerging investment trends and opportunities, Offer insights on mutual funds for client communication
Seniority
Individual Contributor