Financial Consultant

Fidelity Investments

FULL_TIME

Salary

$60,000 - $75,000 per yearly

Location(s)

  • Alhambra CA US, Artesia CA US, La Mirada CA US, Ontario CA US, Yorba Linda CA US

Description

Build relationships, uncover needs, and recommend solutions; present complex solutions to clients; introduce investment strategies and bring together additional client assets; deliver outstanding customer experience; mentor and support customers with retirement goals; provide comprehensive investment solutions and retirement plans; engage clients through personal interactions.

Tags

  • General

How to apply

Apply for this job at: https://api.collabwork.com/api:1SHNakFf/xmljobs?ref=NmYwYWYzMTZhYjBkNGRkNjkwODJmYjc3NzgwOTU4MGR8Y2QxMzUxYTctNGMyYi00YzczLThkM2MtMDI4NWNjYjBmZTgx&utm_source=collabworkv3site