Financial Consultant
Fidelity Investments
FULL_TIME
Salary
$60,000 - $75,000 per yearly
Location(s)
- Alhambra CA US, Anaheim CA US, Buena Park CA US, Chino Hills CA US, City Of Industry CA US, Claremont CA US, Cupertino CA US, Downey CA US, Guasti CA US, Irvine CA US, La Mirada CA US, Los Angeles CA US, Mira Loma CA US, Monterey Park CA US, Norwalk CA US, Palo Alto CA US, Pomona CA US, Rancho Cucamonga CA US, Rosemead CA US, San Dimas CA US, Upland CA US, Westminster CA US, Whittier CA US
Description
Engage face-to-face with customers, offer guidance and personalized planning, nurture relationships with an existing client base, introduce clients to different investment strategies, bring together additional client assets, conduct positive client-centered discussions, deliver an outstanding customer experience, find solutions and exceed customer expectations, mentor and support customers with re
Tags
- General
How to apply
Apply for this job at: https://api.collabwork.com/api:1SHNakFf/xmljobs?ref=NDBiM2JhZjc1NzRhNGUyYWE2OGNiNWNhOGE3MmM4ZmF8Y2QxMzUxYTctNGMyYi00YzczLThkM2MtMDI4NWNjYjBmZTgx&utm_source=collabworkv3site