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Investment Consultant Jobs in Woodland Hills, California

6 jobs

City National Rochdale City National Rochdale is an established, dynamic investment management firm located in Midtown Manhattan with regional offices across the country. We invest globally for a nationwide client base of high net worth individuals offering a complete range of financial services to a diversified group of clients and advisors. Our focus is on sound personalized investment advice co...
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,...
Seeking an Investment Advisor for an incredible opportunity. Role: Investment Advisors/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...
To provide supervisory oversight for the Private Wealth Management Regional Managers, Portfolio Managers and Investment Consultants. Daily Trade Review – Daily blotters & reports Daily Correspondence Review and Approval – mail and faxes Daily Report Reviews – Trade and Account Point of Escalation for Branch Personnel Email Review Liaison with Compliance on related matters General Account re...