Financial Consultant

Fidelity Investments

FULL_TIME

Salary

$60,000 - $75,000 per yearly

Location(s)

  • Aliso Viejo CA US, Fountain Valley CA US, Garden Grove CA US, Los Alamitos CA US

Description

Build relationships, uncover client needs, and recommend financial solutions. Present complex solutions to clients while building rapport and credibility. Introduce clients to different investment strategies and bring together additional client assets. Deliver an outstanding customer experience with a passion for seeing others thrive.

Tags

  • General

How to apply

Apply for this job at: https://api.collabwork.com/api:1SHNakFf/xmljobs?ref=Y2NhYWEwZDUzMjYxNGYxYzg5YmM0ZWI3ZDE0MjQ1MjF8Y2QxMzUxYTctNGMyYi00YzczLThkM2MtMDI4NWNjYjBmZTgx&utm_source=collabworkv3site