Wealth Advisor: Strategic Investment & Growth

Meriwest Credit Union; San Jose (CA); On-site; USD 140,000 - 190,000; Full time

Benefits offered by this job

Medical/Vision/Dental coverage from 1

Long Term Care Insurance

Tuition Reimbursement/Student Loan Rep

Pension Plan/401K

Bonus and incentive potential

Generous PTO/Holiday program

Career growth support

In-house fitness center

Mortgage discounts after 6 months

Job summary

Meriwest Wealth Advisors in San Jose, CA, seeks a Financial Advisor to acquire and deepen member relationships through needs-based marketing and investment promotions within the branch environment.

You will collaborate with the branch team to identify client goals, build plans, and recommend investment strategies while meeting asset and revenue targets, with regulatory compliance and fiduciary responsibilities.

Qualifications

• Bachelor's degree preferred.
• At least two years of customer-facing investment, insurance and financial profiling experience as well as sales experience.
• Investment, insurance and financial planning experience required.
• The following license groups are required: 7, 63 and 65 series; alternatively 7 & 66 series with FINRA CE requirements and state life/annuity license.
• Excellent communication and organizational skills.
• Ability to create partnerships with branch employees and business partners.

Responsibilities

• Promote, sell and service non-depository financial products; assist in direct mail solicitations.
• Follow broker/dealer and insurance company policies and maintain client files.
• Manage daily account activity, conduct financial planning seminars, and train branch staff.
• Maintain required licenses and comply with BSA regulations.
• Perform other duties as assigned.

Skills

Customer-facing investment experience

Sales experience

Excellent communication

Partnership building

Entrepreneurial mindset

Revenue/assets growth track record

Education

Bachelor's degree

Job description

Meriwest Wealth Advisors in San Jose, CA, seeks a Financial Advisor to acquire and deepen member relationships through needs-based marketing and investment promotions within the branch environment.

You will collaborate with the branch team to identify client goals, build plans, and recommend investment strategies while meeting asset and revenue targets, with regulatory compliance and fiduciary responsibilities.