Job Market Guide: Investment Consultant jobs in CA

Competition
Desired Skills
Years of Experience
Years of Experience distribution graph for Investment Consultants in CA. Investment Consultants in CA have between ${} and ${} years of experience, averaging $${} years of experience.

12 Investment Consultant jobs in CA

Investment Consultant

Indian Wells, CA
Engage existing or prospective clients in needs-based dialogue to better understand their goals; discover any unstated needs; and guide them toward company products and services with the intention of ultimately building a lasting client relationship and meeting their financial needs.
industry
Financial Services
experience
Less than 5 years

Investment Consultant

San Rafael, CA
Engage existing or prospective clients in needs-based dialogue to better understand their goals; discover any unstated needs; and guide them toward Scottrade products and services with the intention of ultimately building a lasting client relationship and meeting their financial needs.
industry
Financial Services
experience
Less than 5 years

Investment Consultant

Laguna Niguel, CA
In this position, you will spend your day learning about and understanding each clients investment needs and guiding them to solutions that best match their goals. Our current solutions are delivered through our well-known independent trading platforms, banking and advisory services.
industry
Financial Services
experience
Less than 5 years

Investment Consultant

Redding, CA
Engage existing or prospective clients in needs-based dialogue to better understand their goals; discover any unstated needs; and guide them toward company products and services with the intention of ultimately building a lasting client relationship and meeting their financial needs.
industry
Financial Services
experience
Less than 5 years

Investment Consultant

Santa Rosa, CA
Develop relationships with clients and establish new accounts; perform follow up procedures to ensure that accounts are funded; provide exceptional service to clients, while also driving revenue opportunities for the firm.
industry
Financial Services
experience
Less than 5 years

San Diego, CA
In this role, you will be expected to be able to discuss upcoming advisor university events and other training opportunities and help advisors to determine how to best leverage those resources to grow their businesses. Driving attendance to these events is also a critical component of the role.
industry
Financial Services
experience
5 - 7 years

CA
Providing needs - based guidance to mass affluent customers, and contributing to the long - term growth and retention of Fidelity assets.
industry
Financial Services
experience
Not Specified

Investment Consultant

Seal Beach, CA
Providing needs-based guidance to mass affluent customers, and contributing to the long-term growth and retention of fidelity assets.
industry
Financial Services
experience
Not Specified

Investment Consultant

San Mateo, CA
Engage existing or prospective clients in needs-based dialogue to better understand their goals; discover any unstated needs; and guide them toward Scottrade products and services with the intention of ultimately building a lasting client relationship and meeting their financial needs.
industry
Financial Services
experience
Less than 5 years

Investment Consultant

Santa Monica, CA
Engage existing or prospective clients in needs - based dialogue to better understand their goals.
industry
Financial Services
experience
Less than 5 years

Investment Consultant

Oxnard, CA
Ensure that individual sales and service performance targets are met while meeting operational and compliance requirements.
industry
Financial Services
experience
Less than 5 years

Investment Consultant

Los Angeles, CA
In this role, the selected candidate will develop financial plans customized to the needs of companys mass affluent investors through a wide range of products and services.
industry
Financial Services
experience
Not Specified