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Investment Strategy Consultant – Retirement Plans
Job in
Northern, Floyd County, Kentucky, USA
Listed on 2026-08-22
Listing for:
USI Insurance Services
Full Time
position Listed on 2026-08-22
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant
Job Description & How to Apply Below
USI Consulting Group (USICG) is seeking an Investment Consultant to support client investment reporting and recommendations by compiling and analyzing statistical financial data and plan-specific information. You will evaluate capital market trends and align client portfolios with investment policy objectives, while collaborating with sales and marketing teams to drive client outcomes.
The role requires at least 6 years of investment performance experience, a 65 license, and strong
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