Job Description
Join our award-winning financial advisory team in San Jose and achieve work-life balance with flexible scheduling! We're seeking a passionate Financial Advisor to help clients build secure financial futures while enjoying autonomy in your work schedule. Our collaborative culture combines cutting-edge technology with personalized service, allowing you to serve clients on your terms. Enjoy competitive commissions, comprehensive benefits, and ongoing professional development in a supportive environment.
Responsibilities
- Develop personalized financial plans and investment strategies for high-net-worth clients
- Build and maintain strong client relationships through regular portfolio reviews
- Stay current with market trends and regulatory changes affecting financial planning
- Collaborate with our team to deliver holistic wealth management solutions
- Utilize our digital platform to manage client accounts and documentation
- Participate in occasional evening/weekend client meetings (flexible scheduling)
Qualifications
- Bachelor's degree in Finance, Economics, or related field
- Series 7 and Series 66/65 licenses (or ability to obtain within 90 days)
- 3+ years of financial planning/advisory experience
- Strong communication and client relationship management skills
- Ability to work independently while collaborating effectively
- Proven track record of meeting sales targets
- Flexibility to accommodate client schedules (evenings/weekends optional)