Client-Focused Financial Advisor | In-Office (San Jose)

Burchboehner; San Jose (CA); On-site; USD 52,000 - 95,000; Full time

Benefits offered by this job

401(k) matching

Bonus based on performance

Dental insurance

Health insurance

Opportunity for advancement

Paid time off

Training & development

Job summary

A financial services team is seeking a Financial Services Representative in San Jose, CA. The role involves conducting financial reviews, selling investment products, and managing client portfolios. Ideal candidates will have sales experience and required licenses, including Series 6 and 63. The expected income is $75,000–$95,000 as base salary plus commission. The team values integrity and offers benefits like 401(k) matching, health insurance, and opportunities for advancement.

Qualifications

• Experience in retail sales with placing IRAs, 529 plans, or similar products.
• Securities Industry Essentials (SIE) license required.
• Strong interpersonal and communication skills are essential.

Responsibilities

• Conduct comprehensive financial reviews with existing clients.
• Prospect new business through financial conversations.
• Manage and support new and existing clients’ financial portfolios.
• Collaborate with the financial team to maintain a professional work environment.
• Stay current on financial products and industry regulations.

Skills

Retail sales experience

Interpersonal and communication skills

Securities Industry Essentials (SIE) license

Series 6 license

Series 63 license

Job description

A financial services team is seeking a Financial Services Representative in San Jose, CA. The role involves conducting financial reviews, selling investment products, and managing client portfolios. Ideal candidates will have sales experience and required licenses, including Series 6 and 63. The expected income is $75,000–$95,000 as base salary plus commission. The team values integrity and offers benefits like 401(k) matching, health insurance, and opportunities for advancement.