Job Description
Join our elite team of financial advisors in the heart of San Jose's thriving tech corridor. We're seeking a dynamic professional to deliver personalized wealth management solutions while enjoying unprecedented flexibility in your schedule. This role combines the prestige of financial advising with modern work-life balance, allowing you to build your client portfolio on your terms.
Our firm provides comprehensive support, cutting-edge technology, and a collaborative environment where your expertise in investment strategies, retirement planning, and risk management will flourish. Whether you're transitioning from a traditional advisory role or launching your career, this is your opportunity to thrive in one of America's wealthiest markets without sacrificing personal time.
Responsibilities
- Develop and implement customized financial plans for high-net-worth clients and tech professionals
- Build and maintain a robust client portfolio through strategic networking and referrals
- Analyze market trends and economic indicators to optimize investment portfolios
- Conduct regular portfolio reviews and adjust strategies based on client goals
- Stay current with SEC regulations, tax laws, and industry best practices
- Utilize our proprietary CRM system for client relationship management
- Collaborate with internal specialists on complex estate and tax planning scenarios
Qualifications
- Bachelor's degree in Finance, Economics, or related field (CFP/CFA preferred)
- 3+ years of financial advisory experience with proven client acquisition success
- FINRA Series 65/66 or SIE + Series 7 licenses (or ability to obtain)
- Exceptional communication skills with ability to translate complex concepts
- Strong analytical mindset with data-driven decision-making abilities
- Self-motivated professional comfortable with flexible work arrangements
- Experience with financial planning software (e.g., MoneyGuidePro, Wealthbox)
- Track record of building and maintaining high-client satisfaction