Info Hot Job Find your dream job! Get for jobs, post your resume, compare salaries and find career advice and research.
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
financial advisor