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

Cerritos, CA
In this role, you will 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

Thousand Oaks, CA
In this role, you will be using an adaptive, proactive and consultative approach, identify and follow-up on all opportunities to establish or expand relationships.
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

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

Oceanside, CA
In this role, the selected candidate will 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

Laguna Hills, CA
In this role, you will be using an adaptive, proactive and consultative approach, identify and follow-up on all opportunities to establish or expand relationships.
industry
Financial Services
experience
Less than 5 years

Investment Consultant

Cupertino, CA
In this role, you will be using an adaptive, proactive and consultative approach, identify and follow-up on all opportunities to establish or expand relationships.
industry
Financial Services
experience
Less than 5 years

Huntington Beach, CA
In this role, you will be using an adaptive, proactive and consultative approach, identify and follow-up on all opportunities to establish or expand relationships.
industry
Financial Services
experience
Less than 5 years

Investment Consultant

San Francisco, CA
In this role, you will develop financial plans customized to the needs of Fidelitys mass affluent investors through a wide range of products and services. You will be prospecting from existing business and warm leads, allowing your focus to remain where it matters the most: cultivating relationships and providing investment solutions.
industry
Financial Services
experience
Not Specified

Investment Consultant

Sacramento, CA
In this role, you will develop financial plans customized to the needs of Fidelitys mass affluent investors through a wide range of products and services.
industry
Financial Services
experience
Not Specified

Mountain View, CA
The Investment Consultant Regional maintains a focus on managing client relationships and exploring new investment opportunities for each client. The Investment Consultant is responsible for the relationship management and business development of a defined book of business.
industry
Financial Services
experience
5 - 7 years

Investment Consultant

Carmichael, CA
As an Investment Consultant, you will be the first touch point our clients have with our firms mission, values and capabilities. You will spend your day learning about and understanding each clients investment needs and guiding them to solutions that best match their goals.
industry
Financial Services
experience
Less than 5 years