Technology Credit Union: Financial Advisor – San Jose, CA

Author - July 8, 2017

Financial Advisor Job in San Jose, CA

Technology Credit Union (TechCU) seeks a Financial Advisor based out of their San Jose Corporate offices and serving one or more local geographic markets and membership/client base. Today, Tech CU provides a full array of financial products and services to over 70,000 members including employees from many of Silicon Valley’s top companies — such as eBay, Applied Materials, Brocade, Siemens, Nvidia, Seagate, Tesla and Facebook, to name a few. Tech CU is committed to local communities — providing support to a wide variety of organizations with a focus on STEM education, financial literacy, Housing and Development and community social and economic policy advocacy.

Our Financial Advisors develop strong relationships with members and non-members and provide comprehensive consultative portfolio services including securities, insurance, financial planning and collateral services.

Come join the Tech CU Wealth Management team’s expanding business and discover a rewarding Financial Advisor career opportunity. Be part of a team of skilled and talented professionals that work to design solutions for our member and client lifetime financial goals and dreams. We are seeking an enthusiastic high achiever and self-motivated “people-person” who has demonstrated an advanced level of performance, requiring minimal supervision.

With more than $1.8 billion in assets under management and ten full-service branches in the Bay Area, we have grown and thrived for over 50 years serving the high-tech workforce and its ecosystem— establishing ourselves as a financial services leader that consistently achieves customer satisfaction ratings above 95%.

Benefits:

  • Base pay + competitive commissions + payouts = OTE exceeds 6 figures
  • W2 employment status; full benefits (Health, Medical & Dental); PTO; 401(k); mileage reimbursement and more!
  • Team-oriented, collaborative culture with a focus on your success
  • Individual and company member base to build your business
  • Tools, resources and Financial Assistant support to help drive appointments
  • Ongoing professional development

Qualifications:

  • At least 3 or more years of experience and demonstrated results in a Financial/Investment Advisor role, including insurance, financial planning and business development
  • FINRA Series 7 & 66 required
  • Valid California Life, Accident & Health Insurance license
  • A clean U-4
  • Bachelor’s Degree preferred: business, finance, sales marketing or related field
  • Certified Financial Planner (CFP) designation desirable
  • Valid California Drivers’ License, insurance, and a reliable vehicle to conduct TechCU business

Responsibilities:

  • Sources and consults with clients to understand their financial needs and goals
  • Creates tailored investment strategies and services solutions for members and prospects that align with client goals and in accordance with all applicable laws, corporate policies and regulatory agencies.
  • Teams with Wealth Management colleagues to enhance market area reach and impact through member company and community events and seminars.
  • Builds an actionable business plan to achieve targets
  • Cross refers to division partners.
    Skills/Experience
  • Superior listening and relationship building, consultative sales, communication and presentation skills.
  • Outstanding analytical and problem-solving skills
  • Strong time management skills
  • Computer/ application skills proficiency

To apply Financial Advisor Career in San Jose, CA please get it on Indeed.com

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