Financial Services Advisor

Please note, this role is based in San Jose!

Title Options: Financial Advisor / Financial Services Advisor / Retirement Advisor / Wealth Management Advisor (San Jose, CA)

Job Summary

Are you a Financial Advisor or Wealth Management Advisor passionate about helping clients achieve a worry-free retirement? Join our close-knit team in San Jose, CA, and become a trusted partner guiding clients through their most critical financial decisions. This role offers a clear path for career growth, a collaborative team, and the chance to make a significant impact on our clients' lives.

This is a full-time, in-person position, with the possibility of a work-from-home day after initial training.

Responsibilities

• Serve as a trusted point of contact for clients, offering guidance on investments, asset management, and retirement strategies.

• Conduct in-depth portfolio reviews and recommend personalized adjustments.

• Help clients manage cash flow with confidence.

• Ensure clients are protected by staying current on securities laws and compliance requirements.

• Build meaningful, long-term relationships through proactive communication.

• Partner with internal specialists to design comprehensive wealth management solutions.

• Meet regularly with clients to review progress and keep them on track toward their goals.

Required Qualifications

• Bachelor's degree in finance, business administration, or a related field (commensurate experience will be considered).

• 3+ years of experience in a financial services role.

• Active Life & Health Insurance License.

• Active Series 65 license.

• Ability to commute and/or relocate to the San Jose, CA office.

Preferred Qualifications

• Strong analytical skills with the ability to simplify complex financial data.

• Knowledge of corporate accounting principles.

• Familiarity with securities law and financial industry regulations.

• Exceptional relationship-building and communication skills.

Compensation & Benefits

• Pay: $80,000 - $90,000 per year, with bonus and commission opportunities.

• 401(k) and Roth 401(k) matching.

• Comprehensive Health, Dental, and Vision insurance.

• Generous paid time off package.

• Professional development assistance and paid training.

• Paid parking.

• Hybrid scheduling opportunity.

Ready to help clients live the lives they've dreamed of? Apply now to join our team!