Sr. Investment Consultant

Deloitte & Touche USA LLP is the U.S. member firm of Deloitte Touche Tohmatsu and services are provided by its subsidiaries, including Deloitte & Touche LLP, Deloitte Consulting LLP, Deloitte Financial Advisory Services LLP and Deloitte Tax LLP. Deloitte & Touche USA LLP?s subsidiaries are among the nation?s leading professional services firms, providing audit, tax, consulting, and financial advisory services through nearly 30,000 people in more than 80 cities. Known as employers of choice for innovative human resources programs, they are dedicated to helping their clients and people excel.

Virtually every business decision today has tax consequences and our clients deserve the most practical, tuned-in and well-crafted tax solutions. At Deloitte Tax LLP, we focus on our client's business issues with quality people and broad service offerings. Above all,?we deliver trusted, valued advice on the most pressing tax issues when providing business advisory or tax consulting services. Our clients benefit
from our talented tax professionals who focus on exceeding their expectations.
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Deloitte's Private Client Advisors (PCA) group provides comprehensive, independent and objective wealth planning advice and services to affluent individuals and families, executives and owners of closely held businesses.? The service mission of PCA is to earn regard as our clients' trusted advisors, helping them to make informed and strategic decisions relevant to their personal financial comfort, business and investment needs, family legacy, and charitable giving-during their lifetime and at their death. In these areas our clients find that a full range of high quality personal tax and financial planning services are more important today than ever before. Whether our clients' areas of interest originate from personal or family business needs, or through corporate employer options, we offer services that will meet their requirements.
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Deloitte is looking to hire an experienced investment consultant to join
its Investment Consulting Services Practice. We offer a full range of investment and financial planning services to help affluent families achieve their long-range financial goals. Our service philosophy is built on a commitment of providing the highest standards of quality and performance. Our consultative approach integrates an open architecture, fee-based, objective, investment approach with financial, estate, and income tax planning solutions.
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Responsibilities
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All senior consultants are part of a team serving assigned clients. ?Their focus involves problem solving for existing high net worth clients and activities to attract new clients.? A new consultant will assist the team by providing portfolio analysis, identifying appropriate investment managers, maintaining and reconciling accounts and, preparing quarterly performance reports.? In addition, the individual will work on special projects including preparation of marketing/prospecting presentations.
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Requirements
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A
college degree is required.?Three or more years of experience in the investment/financial services field is preferred. Candidates must possess strong analytical, organizational, and computer skills (Word and Excel).? The right person will be detail-orientated, able to adapt to a fast paced environment and be a team player.? Outstanding communication skills are essential.
??Strong written and verbal communications skills.
??Bachelor's degree in Accounting, Finance or other business related field
??Advanced degree such as MST, JD or LLM preferred.?
? ?CPA, CFP or PFS certification preferred.


Deloitte & Touche USA LLP and its subsidiaries ("the Deloitte US Firms") are equal opportunity employers.

About Deloitte
Deloitte refers to one or more of Deloitte Touche Tohmatsu, a Swiss Verein, its member firms and their respective subsidiaries and affiliates. As a Swiss Verein (association), neither Deloitte Touche Tohmatsu nor any of its member firms has any liability for each
other?s acts or omissions. Each of the member firms is a separate and independent legal entity operating under the names ?Deloitte,? ?Deloitte & Touche,? ?Deloitte Touche Tohmatsu,? or other related names. Services are provided by the member firms or their subsidiaries or affiliates and not by the Deloitte Touche Tohmatsu Verein.
Deloitte & Touche USA LLP is the U.S. member firm of Deloitte Touche Tohmatsu. In the U.S., services are provided by the subsidiaries of Deloitte & Touche USA LLP (Deloitte & Touche LLP, Deloitte Consulting LLP, Deloitte Financial Advisory Services LLP, Deloitte Tax LLP and their subsidiaries), and not by Deloitte & Touche USA LLP.




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