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Crawford Investment Counsel Logo
Crawford Investment Counsel

Atlanta , Georgia

Schultz Financial Group, Inc.

Newport Beach, California

Bonneville Environmental Foundation (BEF) Logo
Bonneville Environmental Foundation (BEF)

Portland, Oregon

Bonneville Environmental Foundation (BEF) Logo
Bonneville Environmental Foundation (BEF)

Portland, Oregon

University Pension Plan Ontario

Toronto, Ontario, Canada

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Covenant Living Communities and Services

Skokie, Illinois

Protected Tomorrows, A Simplicity Company

Lincolnshire, Illinois

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1891 Financial Life

Schaumburg, Illinois

Palm Tree Logo
Palm Tree

Chicago, Illinois

Northeast Planning Associates Logo
Northeast Planning Associates

Newburyport, Massachusetts

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Financial Planner / Client Advisor
Carnegie Investment Counsel is currently seeking qualified candidates to join Carnegie Investment Counsel (CIC) as a Financial Planner/Client Advisor in our Cleveland and Indianapolis Offices. The Financial Planner/Client Advisor will join a highly talented team of wealth management professionals who service the needs of high-net worth individuals, families and institutions. The successful candidate will have a demonstrated track record of educational achievement and an interest in pursuing a career in the Registered Investment Adviser industry. The position will entail providing technical and client service support for Portfolio Managers and/or Client Advisors. Responsibilities include preparation and follow-up on client meetings, data gathering, financial planning, scenario modeling,

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