Financial Solutions Advisor

Jobtailor; San Jose (CA); On-site; USD 110,000 - 160,000; Full time

Job summary

Jobtailor in San Jose seeks a seasoned financial advisor to provide comprehensive wealth management guidance and customized solutions. You will meet clients, review goals, and build detailed financial plans aligned with their short- and long-term objectives.

The role involves recommending brokerage strategies, triaging leads, and expanding the client base through referrals within a dynamic financial services environment.

Qualifications

• Series 7 and 66 licenses required; CFP/CRPC certifications highly valued.

Responsibilities

• Providing comprehensive advice and customized solutions to clients to help them achieve their financial goals.
• Triaging client leads and making referrals to business partners based on client needs and asset thresholds.
• Meeting with clients to review financial and investment goals and building a financial plan.
• Recommending brokerage products and strategies that align with client financial goals and needs.
• Identifying and engaging potential new clients through referrals or financial center clientele.

Skills

Investment products

Financial planning

Brokerage products

Client referrals

Multitasking

Education

Series 7 license

Series 66 license

Certified Financial Planner (CFP)

Chartered Retirement Planning Counselor (CRPC)

Job description

Responsibilities

• Providing comprehensive advice and customized solutions to clients to help them achieve their financial goals.
• Triaging client leads and making referrals to business partners based on client needs and asset thresholds.
• Meeting with clients to review financial and investment goals and building a financial plan.
• Recommending brokerage products and strategies that align with client financial goals and needs.
• Identifying and engaging potential new clients through referrals or financial center clientele.

Requirements

• Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses.
• At least one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services.
• At least one year experience working in the financial service industry and/or a sales environment where goals were met or exceeded.
• Strong computer skills with an ability to multitask in a demanding environment.
• Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC).

Hard Skills

• investment products
• financial planning
• brokerage products
• client referrals
• multitasking

Soft Skills

• client engagement
• advisory skills
• communication
• problem-solving

Certifications & Qualifications

• Series 7 license
• Series 66 license
• Certified Financial Planner (CFP)
• Chartered Retirement Planning Counselor (CRPC)