Job Description
Join San Jose's premier wealth management team as a Financial Advisor! We provide top-tier equipment, including Bloomberg terminals, CRM software, and market analytics platforms, to empower your success. Build your client portfolio in California's economic hub while leveraging our comprehensive support structure and industry-leading training. Enjoy competitive compensation with uncapped earning potential in a collaborative, tech-enabled environment.
Responsibilities
- Develop personalized financial strategies for high-net-worth clients
- Utilize provided tools for portfolio analysis and market research
- Drive client acquisition through networking and digital outreach
- Present investment recommendations using our advanced presentation systems
- Stay current on market trends using our proprietary research databases
- Collaborate with internal teams using integrated communication platforms
- Maintain compliance with FINRA regulations via our compliance management tools
Qualifications
- Series 7 and 66/63 licenses required
- 3+ years financial advisory experience
- Proven track record in client relationship management
- Proficiency with financial planning software (e.g., MoneyGuidePro)
- Bachelor's degree in Finance, Business, or related field
- Strong presentation skills using provided AV equipment
- Ability to leverage provided CRM systems for client retention
- CA resident with local market knowledge preferred