Financial Consultant
Fidelity Investments
FULL_TIME
Salary
$60,000 - $75,000 per yearly
Location(s)
- Anaheim CA US, Carson CA US, Cerritos CA US, Corona CA US, Downey CA US, El Monte CA US, Huntington Beach CA US, Irvine CA US, La Verne CA US, Lake Forest CA US, Long Beach CA US, Los Alamitos CA US, Los Angeles CA US, Novato CA US, Ontario CA US, Orange CA US, Paramount CA US, Pomona CA US, Rancho Cucamonga CA US, San Francisco CA US, San Jose CA US, San Mateo CA US, Santa Ana CA US, South San Francisco CA US, Tustin 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. Support clients by providing comprehensive investment solutions and retirement plans.
Tags
- General
How to apply
Apply for this job at: https://api.collabwork.com/api:1SHNakFf/xmljobs?ref=ZWQwM2Y3MThlMDA0NDdmZGIyY2UyY2U3Y2MyMjU1M2J8Y2QxMzUxYTctNGMyYi00YzczLThkM2MtMDI4NWNjYjBmZTgx&utm_source=collabworkv3site