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Listed below are the top 10 out of 26 listings that are in the same industry and location as the job you were looking for. To see more than 10 listings, click here to search similar jobs in Boca Raton, FL
ONE INVESTMENT THAT NEVER FAILS YOUR CAREER Investment Counselors meet with prospective clients before they invest. It is critical they get to know client s ...
ONE INVESTMENT THAT NEVER FAILS YOUR CAREER Investment Counselors meet with prospective clients before they invest. It is critical they get to know client s ...
We are a leading organization that has provided brokerage and investment services for over 10 years. Our company offers a full spectrum of investment services, ...
Reference Code: 12015426 Location: Miami, FL, USA Education Level: Bachelor's Degree Description The Credit Officer/ Investment Finance Specialist will be an ...
One of the largest Financial Firms in LATAM region offers a variety of standard retail and commercial banking services as well as consumer credit, financial ...
Chief Operating Officer for Investment Management Firm This person will support the Managing Member in all aspects of the business of a global fund of funds ...
INVESTORS NEED US, WE NEED YOU! Investment Counselors meet with prospective clients before they invest. It is critical they get to know client s needs, objectives ...
Operates under general supervision but works on own most of the time. Serves on large and/or complex projects. Technically competent to act as first point of ...
Provides clients with performance analysis services to evaluate the performance of the plan/fund''s investment program. Oversees the implementation of new performance ...
For your reference, we have included the original job posting below.
Investment Counselor
Job Number:
43880928
Company Name:
Leading Asset Management Company
Job Location:
Boca Raton, FL US
Job Category:
Accounting & Finance
Minimum Education:
4-Year College Degree
Investment Counselor
The Investment Counselor's responsibilities involve working independently on implementing Investor Center business plan initiatives focused on increasing incremental sales. The objective is to attract and retain assets and clients by proactively targeting key customers/prospect segments with products and services best suited for a face-to-face environment. PRINCIPAL RESPONSIBILITIES Proactively develops sales leads to incrementally (influence new assets that come to TRP as a result of our local ...
