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.
Building the client relationship is the key to success. A personal financial advisor takes the time to understand the financial objectives of the client and tailors strategies to the deadlines and priorities of the client. The relationship is ongoing, and a successful advisor assesses client progress on a regular basis and may need to adjust recommendations.