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Investment Consultant Jobs in Thousand Oaks, California

3 jobs

Role: Investment Consultants effectively manage a client base, ensuring that all clients receive the proper attention and response. They work with clients using a consultative approach in order to learn client needs, goals, preferences and prior experiences. Investment Consultants strengthen the client relationship and expand existing client wallet share through effective presentation of TD Ameri...
Description Fidelity Investments is committed to delivering the best customer experience in the financial services industry. We help millions of people save and invest through personal investment accounts and workplace savings plans. Our associates build long-term relationships with our customers, helping them navigate our full range of investor products and services, including one-on-one investm...
Fidelity Investments is committed to delivering the best customer experience in the financial services industry. We help millions of people save and invest through personal investment accounts and workplace savings plans. Our associates build long-term relationships with our customers, helping them navigate our full range of investor products and services, including one-on-one investment guidance,...