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Senior Wealth Manager - High-Touch, High-Net-Worth Clients
Job in
Roseville, Placer County, California, 95678, USA
Listed on 2026-08-02
Listing for:
Jobtailor
Full Time
position Listed on 2026-08-02
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor / Consultant
Job Description & How to Apply Below
Fidelity Investments in California seeks a client advisor to deliver the highest level of service to its most affluent clients. You will manage inbound calls and emails and engage in proactive outreach to strengthen relationships.
The role includes delivering customized financial strategies, discussing investments, asset allocation, retirement planning, and estate considerations. Licenses (Series 7/63/65/66 and Life Insurance) and 5+ years in financial services are required; a Bachelor's degree
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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