Financial Consultant
Fidelity Investments
FULL_TIME
Salary
$60,000 - $75,000 per yearly
Location(s)
- Anaheim CA US, Buena Park CA US, Calabasas CA US, Cupertino CA US, Downey CA US, Emeryville CA US, Garden Grove CA US, Glendora CA US, Huntington Beach CA US, La Puente CA US, Lakewood CA US, Larkspur CA US, Milpitas CA US, Newbury Park CA US, Newport Beach CA US, Northridge CA US, Orange CA US, Oxnard CA US, Palo Alto CA US, Pico Rivera CA US, Reseda CA US, San Gabriel CA US, San Jose CA US, San Mateo CA US, San Pablo CA US, San Rafael CA US, Santa Ana CA US, Simi Valley CA US, Somis CA US, South San Francisco CA US, Temple City CA US, Thousand Oaks CA US, West Covina CA US, Whittier CA US
Description
Engage face-to-face with customers, offering guidance and personalized planning. Nurture relationships with an existing client base. Introduce clients to different investment strategies and bring together additional client assets. Present complex solutions to a knowledgeable client base while building rapport and credibility.
Tags
- General
How to apply
Apply for this job at: https://api.collabwork.com/api:1SHNakFf/xmljobs?ref=MWU4NWZkNTc4OTg1NDU4NGE0YTJhYzE3MDZhZjY0YWV8Y2QxMzUxYTctNGMyYi00YzczLThkM2MtMDI4NWNjYjBmZTgx&utm_source=collabworkv3site