Job Description
Join our award-winning financial advisory team in San Jose's thriving tech hub! We're seeking a driven Financial Advisor to immediately serve high-net-worth professionals and entrepreneurs. Enjoy uncapped commission potential, comprehensive benefits, and industry-leading training. This is your chance to build a prestigious career in one of America's wealthiest markets.
Why Apply Today?
• Immediate start opportunity
• State-of-the-art tech tools
• Full relocation assistance
• Mentorship from top 1% advisors
Responsibilities
- Develop personalized financial plans for clients with $500K+ portfolios
- Execute investment strategies across stocks, bonds, and alternative assets
- Build and maintain client relationships through quarterly reviews
- Collaborate with legal/tax professionals for holistic solutions
- Meet/exceed quarterly revenue targets through strategic prospecting
- Utilize CRM system for client lifecycle management
- Stay current on SEC/FINRA regulations and market trends
Qualifications
- FINRA Series 65/66 or 7/63 licenses (or ability to obtain immediately)
- 3+ years financial services experience with high-net-worth clients
- Proven track record of meeting sales targets
- Bachelor's degree in Finance, Economics, or related field
- Exceptional presentation and negotiation skills
- Proficiency in financial planning software (e.g., MoneyGuidePro)
- Strong understanding of CA tax laws and tech sector compensation structures