Orangevale is located at (38.681903, -121.213824 According to the United States Census Bureau, the CDP has a total area of 11.6 square miles (30 km 2), of which, 11.5 square miles (30 km 2) of it is land and 0.1 square miles (0.26 km 2) of it (1.13%) is water.
Department: Investments. Purpose of Position: Serve as the day to day financial advisor to the clients. Primary responsibility is to do all to cultivate relationship with existing client base. including meeting with clients in person and provide ongoing advice and. relationship building via phone, email and in person.
Investment advisors provide financial advice to clients for a fee that is not tied to any other services, such as commissions on securities sales. They manage accounts and portfolios for clients. Advisors with solely a Series 65 license do not buy and sell securities themselves.