Financial Advisor - Wealth Manager - Financial Planner

Veraz Advisors; San Jose (CA); On-site; USD 100,000 - 250,000; Full time

Job summary

An established industry player is seeking a lead financial advisor to join their team in San Jose. This role offers a unique opportunity to work with both new and existing clients without the pressure of prospecting. With a competitive base salary and uncapped bonus potential, the ideal candidate will thrive in a collaborative environment focused on delivering personalized investment solutions. You'll be part of a supportive culture that values professional growth, providing you with direct access to company founders and a chance to excel in your career. If you're results-driven and eager to make a meaningful impact, this position is perfect for you.

Benefits

Fully paid medical benefits

401k with match

Profit sharing

Vacation

Education/Training Reimbursements

Fully paid Licensure and Continuing Education expenses

Qualifications

• 2+ years of industry experience in financial advisory.
• Strong understanding of planning, investments, and insurance.

Responsibilities

• Prepare financial plans and presentations for clients.
• Provide financial planning advice and support to clients.
• Cultivate relationships with new prospects introduced by the firm.

Skills

Interpersonal Skills

Communication Skills

Problem-Solving Skills

Attention to Detail

Education

Bachelor's degree in Finance

Bachelor's degree in Business

Bachelor's degree in Accounting

Bachelor's degree in Administration

Job description

1 week ago Be among the first 25 applicants

This range is provided by Veraz Advisors. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

$100,000.00/yr - $250,000.00/yr

Additional compensation types

Annual Bonus and Commission

Direct message the job poster from Veraz Advisors

This position does NOT require any prospecting. We provide all the lead generation!

Your Compensation

Uncapped earning potential that includes a strong base salary plus a competitive bonus structure.

Total Compensation includes $100,000 base salary plus an uncapped bonus potential and profit sharing.

Target first year compensation is approximately $250k, with no prospecting required.

As a lead financial advisor, you will have a visible role within our firm. You will have the opportunity to work with new clients while also expanding the firm's existing client base. To succeed you will be eager, ambitious, coachable and competitive. This role presents a unique opportunity for you to grow professionally and personally.

If you are results-driven and capable of delivering creative solutions, while also having the follow-through to own and implement them, this role will be a perfect fit for you.

Why Us

Veraz Advisors offers a compelling and clear vision, mission and purpose. Our values, culture and people comprise our biggest assets. Joining our team offers you the chance to demonstrate your skills while also gaining access to highly accomplished professionals.

Our generous benefits package shows how much we value our team. Joining our firm provides you the chance to find your career home, once and for all. We value one another like family while performing as an elite team.

You will have direct access to the company founders, who are focused on the success of every stakeholder, especially the team itself. They built the company with the mission to educate and serve, and have built a culture of truth, trust and a transparency.

Your Responsibilities

• Prepare accurate financial plans and presentations for new and existing clients
• Provide financial planning advice and support to existing clients
• Cultivate relationships with new prospects introduced to you by the firm, up to 30 new qualified relationship introductions per month with no cost to you
• Increase firm's total assets under management and advisement
• Engage with prospects, clients and a staff in a manner consistent with the firm's culture, branding and standards

The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial goals. They should be comfortable creating financial plans and cross-checking work to ensure complete accuracy of information.

Your Qualifications

• 2+ years of industry experience
• Strong understanding of the advisory business (planning, investments & insurance)
• Bachelor's degree in finance, business, accounting, administration or related field (preferred, not required)
• Series 65

Your Skills

• Excellent interpersonal and communication skills
• Excellent problem-solving skills
• High level of attention to detail
• Fully paid, comprehensive medical benefits (health, dental and vision)
• 401k, plus match and profit sharing
• Vacation
• Education/Training Reimbursements
• Fully paid Licensure and Continuing Education expenses

Seniority level

• Seniority level

  Entry level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance and Sales

• Industries

  Financial Services, Insurance, and Investment Management

Referrals increase your chances of interviewing at Veraz Advisors by 2x

Inferred from the description for this job

Medical insurance

Vision insurance

401(k)

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