Junior Advisor

7 days ago


San Jose, United States W3Global Inc Full time
Job DescriptionJob Description

Are you looking to expand your career and be a part of a successful team? Are you driven, self-motivated and customer focused? If you enjoy working closely with clients, developing long-term relationships, constantly challenging yourself, and providing superior customer service and expertise, then we would like to talk to you Our well established and growing financial firm, in San Jose, CA is seeking to add an Associate Advisor to our Team

This Associate Advisor will have the opportunity to meet one-on-one with company leads from seminars and referrals, as well as existing clients. The ideal candidate for this role will be someone who enjoys building relationships and knows how to follow through with sales opportunities while providing superior client service. Initial duties include working alongside the main Advisor, servicing existing clients, completing training and executing on para planning in all 5 areas of retirement planning, tax, medical, income, investment and legacy. Making active outbound calls to set appointments with prospects and existing clients, client relationship building and participation in public seminars and company events.

The Junior Advisor will have a 6 months to 2 years path of becoming a lead advisor.

Key Traits:

  • Strong initiative

  • Positive attitude

  • Persistence

  • Quick learner

  • An entrepreneurial perspective to build client base

  • Persuasive ability

Requirements:

  • 2+ years of financial service experience required

  • Series 65 and Life and Health required

  • Strong organizational, prioritization, interpersonal skills

  • Strong mathematical and analytical skills

  • Excellent communication skills; both verbal and written

  • Proficient with MS Office Suite

  • Experience with CRM preferred

Responsibilities:

  • Analyze, prepare, present, and implement customized financial plans.

  • Assist clients with annuities, life, long-term care, and managed portfolio.

  • Develop, manage, and retain strong client relationships.

  • Assist main Advisor with meeting individual and team goals.

  • Learn and grow into lead advisor or relationship advisor to have a long last career in the firm.

Salary - $90,000-$120,000

  • Lead Advisor when promoted salary range on average $300,000 - $400,000.

Benefits - Full medical benefits after probation

Hours - Monday - Friday (9 Am - 6 Pm)

If this position sounds like the opportunity you are seeking, please submit your resume and cover letter for immediate and confidential consideration. This position will likely fill up fast as demand is great so apply early to hector.shaw@w3global.com.



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