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.

16 Investment Consultant jobs in CA

Investment Consultant

Yorba Linda, 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

Cupertino, CA
In this role, you will be responsible for growing an assigned practice of affluent clients through identifying value added products, services and solutions.
industry
Information Services
experience
5 - 7 years

Investment Consultant

Northridge, CA
In this role, the selected candidate will cultivate on-going relationships with clients, prospects and internal partners through high-volume outbound and inbound calls, walk-ins, appointments and emails for asset gathering purposes.
industry
Financial Services
experience
Not Specified

Los Angeles, CA
In this role, the selected candidate will conduct in-person meetings and conference calls with wholesalers and financial advisors to discuss investment strategies.
industry
Business Intelligence
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

San Diego, CA
In this role, the selected candidate will cultivate on-going relationships with clients, prospects and internal partners through high-volume outbound and inbound calls, walk-ins, appointments and emails for asset gathering purposes.
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

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

San Francisco, CA
In this role, the selected candidate will proactively contact wholesalers and financial advisors to discuss investment strategies, build relationships, and gather and retain assets.
industry
Business Intelligence
experience
Less than 5 years

Investment Consultant

San Bruno, CA
In this role, you will be responsible for 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

Pleasanton, CA
As an Investment Consultant, you will be the first touch point our clients have with our firms mission, values and capabilities.
industry
Financial Services
experience
Less than 5 years

Investment Consultant

Walnut Creek, CA
In this role, you will be responsible for 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

La Mesa, CA
In this role, you will use 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

Torrance, CA
In this role, the selected candidate will cultivate on-going relationships with clients, prospects and internal partners through high-volume outbound and inbound calls, walk-ins, appointments and emails for asset gathering purposes.
industry
Financial Services
experience
Not Specified

Investment Consultant

Fresno, CA
In this role, you will be responsible for 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

Fremont, CA
In this role, the selected candidate will cultivate on-going relationships with clients, prospects and internal partners through high-volume outbound and inbound calls, walk-ins, appointments and emails for asset gathering purposes.
industry
Financial Services
experience
Not Specified