Financial Advisor

Bighorn Law; San Jose (CA); On-site; USD 65,000 - 90,000; Full time

Job summary

Bighorn Law, based near San Jose, is seeking an eager, strategic financial advisor to join our team. The role focuses on helping clients identify and achieve long-term financial goals through a broad range of planning services.

You will work with clients on risk management, estate planning, debt and investment management, real estate, retirement planning, mutual funds, and other investment options to build tailored strategies.

Qualifications

• Experience in financial planning and client advisory.
• Familiar with risk management and estate planning.
• Knowledge of debt and investment management concepts.

Responsibilities

• Help clients identify and achieve financial goals through comprehensive planning.
• Advise on real estate, retirement planning, mutual funds, and investment options.

Skills

Financial planning

Risk management

Estate planning

Debt management

Investment management

Job description

Only candidates located within 30 miles of San Jose, CA, will be considered for this position.

We are seeking an eager, strategic, and decisive financial advisor to fill a position that offers room for growth and a promising job outlook. Our ideal candidate will be driven by the need to help clients identify and achieve their financial goals through a variety of planning services. Join our team to begin honing your skills related to risk management, estate planning, debt and investment management, real estate, retirement planning, mutual funds, investment options, and more.