Financial Advisor

3 days ago


Santa Clara, United States Grassi Investment Management Full time

Grassi Investment Management, a leading top wealth management firm in the Silicon Valley with over 1B in AUM, is looking for a Financial Advisor with strong marketing and sales experience. 


Our ideal candidate would be from a large Wall Street firm looking to bring their expertise and knowledge to our boutique firm. Candidates must be personable, efficient, organized, and able to work independently and in a team setting.

Position Overview


In this position, the Financial Advisor/Investment Manager would work with high-net-worth individuals and families, developing investment management strategies and coordinating with clients. The candidate will also commit a significant allocation of their time to business development activities in order to build a base of new clients.


Job Duties


·        Manage, retain and grow business relationships with existing clients.       

·        Communicate current market strategy and portfolio updates to clients.

·        Act as liaison between clients and portfolio managers.

·        Build and maintain a healthy pipeline of qualified and prospective clients.

·        Lead development and implementation of sales strategy, including identification and targeting new client opportunities. 

·        Spearhead new business development initiatives.

·        Actively manage relationships with prospects to achieve higher conversion rates.

·        Responsible for client relationship management.

·        Work with financial intermediaries and spheres of influence to develop a network of referrals.

            

Qualifications/Skills


·        Bachelor's degree.

·        3-5 years of investment industry or financial services experience.

·        Experience managing 25-100 million in AUM.

·        High level of expertise in sales, networking, and relationship building.

·        Excellent communication skills--verbal, written, and group presentation.

·        Efficient and excellent time management skills.

·        Articulate and charismatic, interacts well with people at all levels.

·        Highly professional work ethic.

·        CFP a plus.


High Payout-Equity Potential

Medical

401K 


  • Financial Advisor

    3 weeks ago


    Santa Clara, United States Priority Financial Group Full time

    Role: Priority Financial Group is seeking a high quality, driven, and energetic Financial Advisor to work with one of our top credit union partners. The role of the Financial Advisor is to enhance member and client relationships by providing holistic, planning advice through the sale of Investment, Insurance, and Estate Planning products and services....


  • Santa Clara, California, United States Priority Financial Group Full time

    Job Title: Financial AdvisorPriority Financial Group is seeking a highly skilled and motivated Financial Advisor to join our team. As a Financial Advisor, you will play a critical role in helping our clients achieve their financial goals by providing expert advice on investment, insurance, and estate planning.Key Responsibilities:Conduct comprehensive...


  • Santa Clara, California, United States Priority Financial Group Full time

    Job Title: Financial AdvisorPriority Financial Group is seeking a highly skilled and motivated Financial Advisor to join our team. As a Financial Advisor, you will play a critical role in enhancing member and client relationships by providing holistic, planning advice through the sale of Investment, Insurance, and Estate Planning products and services.Key...

  • Financial Advisor

    1 week ago


    Santa Fe, New Mexico, United States New York Life Full time

    Job Title: Financial AdvisorWe are seeking a highly skilled and experienced Financial Advisor to join our team at New York Life. As a Financial Advisor, you will play a critical role in helping our clients achieve their financial goals and objectives.Responsibilities:Develop and implement comprehensive financial plans for clients, taking into account their...

  • Financial Advisor

    5 months ago


    Santa Monica, United States Northwestern Mutual Full time

    Our district office in Santa Monica, CA is seeking a highly motivated and driven individual to join our team as a Financial Advisor at Northwestern Mutual. As a Financial Advisor, you'll work collaboratively with other professionals to provide comprehensive and innovative financial planning services to clients. Responsibilities: Build and maintain...

  • Financial Advisor

    5 days ago


    Santa Monica, United States Northwestern Mutual Full time

    Our district office in Santa Monica, CA is seeking a highly motivated and driven individual to join our team as a Financial Advisor at Northwestern Mutual. As a Financial Advisor, you'll work collaboratively with other professionals to provide comprehensive and innovative financial planning services to clients.Responsibilities:Build and maintain long-term...

  • Financial Advisor

    5 months ago


    Santa Monica, United States Northwestern Mutual Full time

    Our district office in Santa Monica, CA is seeking a highly motivated and driven individual to join our team as a Financial Advisor at Northwestern Mutual. As a Financial Advisor, you'll work collaboratively with other professionals to provide comprehensive and innovative financial planning services to clients.Responsibilities:Build and maintain long-term...

  • Financial Advisor

    3 weeks ago


    santa monica, United States Northwestern Mutual Full time

    Our district office in Santa Monica, CA is seeking a highly motivated and driven individual to join our team as a Financial Advisor at Northwestern Mutual. As a Financial Advisor, you'll work collaboratively with other professionals to provide comprehensive and innovative financial planning services to clients.Responsibilities:Build and maintain long-term...


  • Santa Barbara, California, United States Thrivent Financial Full time

    Thrivent Financial Advisor OpportunityMake a meaningful impact in the lives of others by providing holistic purpose-based financial advice as a Thrivent Financial Advisor. Enjoy the satisfaction of helping clients achieve their goals while having control over your income through commissions and incentives.Key Responsibilities:Build a financial practice...


  • Santa Clara, United States The Bank of America Corporation Full time

    Credit Solutions Advisor II - At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, Solutions Advisor, Solutions, Advisor, Client Support, Client Associate, Credit

  • Service Advisor

    2 weeks ago


    Santa Clara, California, United States Tesla Full time

    Job Title: Service AdvisorTesla Motors is seeking a highly skilled Service Advisor to join our team. As a Service Advisor, you will be responsible for providing exceptional customer service, assessing technical issues, and ensuring that our customers receive the best possible experience.Responsibilities:Provide exceptional customer service by promptly...


  • Santa Barbara, California, United States 5HM Hub International Texas Full time

    Position Overview:5HM Hub International Texas is a prominent insurance brokerage firm dedicated to delivering a comprehensive array of financial services. Recognized for its outstanding workplace culture, 5HM is committed to fostering employee growth and success.Role: Financial AdvisorKey Responsibilities:Facilitate client consultations to inform and engage...


  • Santa Rosa, California, United States WealthSpring Full time

    About WealthSpringWealthSpring is a fee-only Registered Investment Adviser firm that offers cutting-edge financial planning and investment management services. As we expand our business and work with more sophisticated clientele, we are looking forward to soon adding additional services such as tax and legal. With offices in five locations in California,...


  • Santa Clara, United States Path Engineering Full time

    Role As a Senior Financial Analyst (also known as Financial Consultant, Financial Advisor), you will be responsible for driving analytics and reporting, working on strategic initiatives, summarizing market trends and competitors' data, and developing content for Executive Management and Investor Relations. You will also manage assigned FP&A & Core Business...


  • Santa Ana, CA, United States VirtualVocations Full time

    A company is looking for an Associate Financial Advisor to support clients in workplace plans and contribute to growth initiatives. Key Responsibilities Support client retention and growth through financial planning discussions and asset consolidation Execute trades in various financial instruments and facilitate withdrawals and transfers of assets ...

  • Financial Advisor

    2 weeks ago


    Santa Monica, California, United States Fidelity Investments Full time

    About the RoleWe are seeking a skilled Financial Consultant to join our team at Fidelity Investments. As a Financial Consultant, you will play a critical role in helping our clients achieve their financial goals by providing expert guidance and personalized planning.Key ResponsibilitiesBuild and maintain strong relationships with clients to understand their...

  • Financial Planner

    2 weeks ago


    Santa Monica, California, United States Northwestern Mutual Full time

    Financial Advisor Role at Northwestern MutualWe are seeking a highly motivated and driven individual to join our team as a Financial Advisor at Northwestern Mutual. As a Financial Advisor, you will work collaboratively with other professionals to provide comprehensive and innovative financial planning services to clients.Key Responsibilities:Build and...


  • Santa Fe, United States Stifel Financial Full time

    Under immediate supervision, Client Services Associate (NR) assists one or more Financial Advisor with the opening and maintenance of client accounts and records, performs a wide variety of administrative support duties, including but not limited to, Client Service, Associate, Financial Advisor, Service, Branch Manager, Operations, Retail

  • Financial Planner

    3 weeks ago


    Santa Monica, California, United States Northwestern Mutual Full time

    Financial Advisor Role at Northwestern MutualWe are seeking a highly motivated and driven individual to join our team as a Financial Advisor at Northwestern Mutual. As a Financial Advisor, you will work collaboratively with other professionals to provide comprehensive and innovative financial planning services to clients.Key Responsibilities:Build and...


  • Santa Monica, California, United States InsideHigherEd Full time

    Job Title: International Programs AdvisorUnder the direction of the Associate Director, this role will deliver academic and programmatic advising and support to students on an array of international and domestic off-campus academic programs. The successful candidate will develop and maintain knowledge of offerings, interpret and apply academic,...