Wealth Advisor - Growth & Planning Specialist

Cetera Financial Group; San Jose (CA); On-site; USD 140,000 - 190,000; Full time

Benefits offered by this job

Medical/Dental/Vision on first day for

Long Term Care Insurance

Pension Plan/401K

Bonus and incentive potential

Generous PTO/Holiday program

Career growth support and planning

In-house fitness center

Mortgage discounts after 6 months

Job summary

Meriwest Wealth Advisors in San Jose seeks a Financial Advisor to deepen client relationships within branch environments, promoting investment products and building tailored plans to reach goals. You will work with the branch team to identify client needs and translate them into asset allocations and investment strategies that meet targets.

The role requires state-registered licenses and a strong sales mindset, with collaboration across branches and with Cetera Investment Services.

Qualifications

• Two years of customer-facing investment, insurance and financial profiling experience; sales experience a plus.
• Investment, insurance and financial planning experience required.
• Required FINRA license groups: 7, 63 and 65; or 7 & 66 with other requirements; LIFE license may be required.
• Excellent communication and organizational skills; ability to build partnerships with branch staff.

Responsibilities

• Promote, sell and service non-depository financial products and develop mail solicitations.
• Follow policies; maintain files and complete client profiles for new clients.
• Handle daily account activity; conduct financial planning seminars; visit branches to meet clients.
• Maintain required licenses and complete continuing education; comply with regulations.
• Perform other duties as assigned; comply with BSA, Patriot Act and OFAC.

Skills

Customer-facing experience

Sales experience

Communication skills

Organizational skills

Education

Bachelor's degree preferred

Tools

FINRA licenses (7, 63, 65)

Job description

Meriwest Wealth Advisors in San Jose seeks a Financial Advisor to deepen client relationships within branch environments, promoting investment products and building tailored plans to reach goals. You will work with the branch team to identify client needs and translate them into asset allocations and investment strategies that meet targets.

The role requires state-registered licenses and a strong sales mindset, with collaboration across branches and with Cetera Investment Services.