14346473
Located in Los Gatos, CA
Pay: $30-$40.00/hr
Job Full Description
Our client is looking for Financial Advisor Representee to manage existing client relationships and foster growth through comprehensive financial planning. Interested candidates should be in the San Jose Ca with a passion for personalized wealth management.
#2351ESJ
Key Responsibilities:
- Assist senior advisors in developing and implementing financial plans for clients.
- Market financial products to grow client base
- Use customer focused, needs based process to educate customers on solutions that match their goals
- Develop leads, schedule appointments, and market appropriate products and services
- Conduct market research and analysis to support investment strategies.
- Provide exceptional client service and support.
- Participate in client meetings and presentations.
- Maintain accurate client records and documentation.
- Stay updated on industry trends and regulatory changes.
Qualifications
- Bachelor's degree in Finance or related field
- Series 6/63/65 license or willingness to obtain it within a specified timeframe.
- Strong analytical and problem-solving skills.
- Excellent communication and interpersonal skills.
- High level of integrity and professionalism.
- Proficiency in Microsoft Office Suite.
- Strong understanding of the investment business
- Excellent interpersonal skills
This is a full time onsite position
San Jose, CA
2351
1798 Technology Drive
Suite 139
San Jose, CA 95110
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