Investment Consultant

Alliant Insurance Services

. Generate and present investment reports for clients .

Posted 10/24/2026full-timeRemote • United StatesSeniorLeadWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in investment analysis and client relationship management, with strong capabilities in generating reports and presenting findings. Proficient in project management and maintaining data integrity while fostering teamwork and effective communication.

Highest-signal resume keywords

Investment AnalysisSeries 65 LicenseProject ManagementMicrosoft Office ProficiencyClient Relationship Management

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Investment AnalysisData IntegrityReport GenerationVendor Search Project ReportingMarket DiscussionFund Performance AnalysisProblem SolvingNegotiationTime ManagementAnalytical Skills

Soft Skills

Verbal CommunicationWritten CommunicationPresentation SkillsTeamworkOrganizational Skills

Certifications & Qualifications

Series 65 License

Industry Keywords

BusinessFinanceInvestment ManagementClient DeliverablesAgency Management System

About the role

Key responsibilities & impact

Generate and present investment reports for clients
Generate vendor search project reports
Conduct investment analysis for prospecting purposes
Discuss markets and fund performance with clients
Act as primary point of contact for clients as needed
Engage with investment managers to gain in-depth knowledge of available products
Solicit feedback from key industry contacts to improve client deliverable processes
Comply with agency management system data standards and data integrity
Enter and maintain complete and accurate information
Perform other duties as assigned

Requirements

What you’ll need

Bachelor's Degree in Business, Finance or similar field
Advanced industry education and/or advanced degree
Ten (10) or more years related work experience
Experience with investment analysis
Valid Series 65 license
Excellent verbal and written communication and presentation skills
Good problem solving, negotiation and time management skills
Strong analytical skills; ability to clearly define and frame complex issues
Excellent project management skills with a demonstrated ability to multi-task
Advanced planning, organizational and prioritization skills
Ability to work within a team and to foster teamwork
Proficient in Microsoft Office products