4 investment consultant jobs found

New York Life Insurance Company Location Designation: Fully Remote New York Life Investments is offering a distinctive opportunity for an experienced sales professional to step beyond the traditional home-office internal role and work directly in the field alongside an External Wholesaler. This position combines in-person meetings with financial advisors and traditional internal wholesaling responsibilities, providing an opportunity to develop deeper client relationships, hands-on market experience, and career advancement. About the Role: As a Southern California In-Market Internal Wholesaler, you will be a key supporting partner to your External Wholesaler, working collaboratively to drive sales, strengthen advisor relationships, and support the overall growth of the territory. You will play a crucial role in driving sales and deepening relationships with financial advisors by being a trusted, consultative partner. Your success hinges on adding value beyond...

CSAA Insurance Group CSAA Insurance Group (CSAA IG), a AAA insurer, is one of the leading personal lines property and casualty insurance groups in the United States. Here, every employee shapes our mission. We build innovative, human-centered solutions that help AAA members prevent, prepare for, and recover from life's uncertainties. You will join a collaborative, inclusive culture where your strengths have room to grow and your ideas can drive real impact. Step into a role where you can contribute to our shared success through meaningful work. We are actively hiring for a Finance AI Enablement Lead ! Your Role: The Finance AI Enablement Lead drives the identification, evaluation, and adoption of artificial intelligence tools across the Finance organization. This role translates Finance business needs into practical AI-enabled solutions and ensures responsible, scalable adoption through structured experimentation, implementation, training, and support. The role partners...

Apex Systems, Inc. Job#: 3025331 Job Description: We're looking for a senior-level Marketing Insights Researcher to support a fastmoving marketing organization at the intersection of product development, AI innovation, and brand growth. This role partners closely with Product, Brand, and crossfunctional teams to shape strategy through rigorous consumer and product insights. The ideal candidate is a strategic thinker who brings clarity to ambiguous problems, integrates multiple data sources, and ensures insights meaningfully influence decisions. This person should be as invested in the upstream and downstream impact of research as in the research itself-scoping the right questions, connecting usage data with qualitative understanding, and ensuring insights land with the right audiences. Success in this role requires resilience, adaptability, and comfort navigating evolving priorities. While the work is primarily productfocused, the researcher should also understand how...

CSAA Insurance Group CSAA Insurance Group (CSAA IG), a AAA insurer, is one of the leading personal lines property and casualty insurance groups in the United States. Here, every employee shapes our mission. We build innovative, human-centered solutions that help AAA members prevent, prepare for, and recover from life's uncertainties. You will join a collaborative, inclusive culture where your strengths have room to grow and your ideas can drive real impact. Step into a role where you can contribute to our shared success through meaningful work. We are actively hiring for a Financial Analyst Specialist - Remote ! Your Role: Financial Planning and Analysis (FP&A) serves as trusted strategic advisors to our business partners, providing financial counsel that drives sustainable and profitable growth for the organization. This role supports the Personal Lines Claims Services organization and the Legal Division including the Claims Law department. It will focus on claims...