Junior Advisor
4 weeks ago
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.
-
Financial Services Representative
4 weeks ago
San Jose, California, United States NIM Retirement Group Full timeJunior Advisor RoleWe are seeking a highly motivated and customer-focused individual to join our team as a Junior Advisor at NIM Retirement Group in San Jose, CA. As a Junior Advisor, you will have the opportunity to work closely with clients, develop long-term relationships, and provide superior customer service and expertise.Key Responsibilities:Analyze...
-
Summer Camp Instructor and Residential Advisor
1 month ago
San Diego, California, United States Capitol Debate Full timeJob OverviewCapitol Debate Summer Camps is seeking highly motivated and experienced individuals to join our team as Junior Instructors/Residential Advisors. This role combines instructional duties with responsibilities in residential life, providing a unique opportunity to develop leadership skills and make a positive impact on the lives of our...
-
Enrollment Advisor
1 week ago
San Francisco, United States EF Education First Gruppe Full timeEnrollment Advisor – University Channel & Future Intakes Hult International Business School On-site Full-Time New Delhi - Address to be discussed at interview We are seeking a driven and dynamic Enrollment Advisor – University Channel & Future Intakes to join our high-energy sales team based in Delhi, India. This role is pivotal in shaping and driving a...
-
International Tax Manager
4 weeks ago
San Jose, California, United States Jobot Full timeJob SummaryWe are seeking a highly skilled International Tax Manager to join our team. As a key member of our tax department, you will be responsible for providing tax compliance and consulting services to clients with international operations.Responsibilities* Provide tax compliance and consulting services to clients with international operations* Assist in...
-
Senior Security Architect
1 month ago
San Jose, California, United States TWO95 International Full timeJob Title: Senior Security ArchitectLocation: San Jose, CADuration: 6-9 Months Contract to HireJob Summary:We are seeking a highly skilled Senior Security Architect to join our team at TWO95 International. As a key member of our security team, you will be responsible for defining security requirements and checklists for IoT platforms, championing the...
-
Security Engineer
2 weeks ago
San Jose, United States LEDGENT Technology & Engineering - Roth Staffing Companies, L.P. Full timeCore Responsibilities Available during regular business hours to meet and respond to the needs of clients and to be available to ATCE staff, and as needed beyond regular business hours when necessary. Implement ATCE quality assurance procedures during design process (e.g., design criteria submission, design checklists, interdisciplinary coordination...
-
Kia Express Service Advisor
3 weeks ago
San Diego, United States Sunroad Automotive Full timeJob DescriptionJob DescriptionBefore applying to this job opening, please review the Company's Applicant Privacy Policy located at: https://sunroadenterprises.com/applicantprivacypolicy/This Applicant Privacy Policy governs the Company's collection, use, and sharing of personal information you provide during the application process.Kia Express...
-
Senior Geotechnical Engineering Leader
3 weeks ago
San Jose, California, United States Kleinfelder Full timeAbout Our OpportunityKleinfelder is seeking a highly motivated Senior Geotechnical Engineering Leader to join our team in California. As a leader in the geotechnical engineering discipline, you will be responsible for providing technical expertise and guidance to internal teams and clients. If you have a passion for geotechnical engineering and a drive to...
-
Academic Advisor, Graduation Specialist
6 months ago
San Francisco, United States San Francisco State University Full timePosition Summary The Academic Advisor/Graduation Specialist provides consistent, accurate, moderately complex, general academic advising services to undergraduate students. This position works on a college advising team (Lam Family College of Business, College of Ethnic Studies, College of Liberal and Creative Arts, College of Health and Social...
-
san jose, United States Ledgent Technology Full timeWe are seeking a Mechanical Engineer to work onsite in a full time position with our client. Job SummaryIn this role, you will perform a variety of mechanical engineering and design activities under the supervision of senior engineering staff. The Engineer will be self-motivated, organized and creative with the ability to multi-task. This individual must be...
-
Mechanical Design Engineer
5 days ago
San Jose, United States Ledgent Technology Full timeWe are seeking a Mechanical Engineer to work onsite in a full time position with our client. Job SummaryIn this role, you will perform a variety of mechanical engineering and design activities under the supervision of senior engineering staff. The Engineer will be self-motivated, organized and creative with the ability to multi-task. This individual must be...
-
Security Engineer
1 week ago
San Jose, United States Ledgent Technology Full timeRoth Staffing is looking for a Security Engineer (Physical Security Systems) for our client in San Jose, CA. This is an exciting opportunity to work for a global leader in construction industry with a strong corporate culture and competitive pay.Job Description: Summary:The Client Technology Department specializes in the design and project management of IT...
-
Security Engineer
7 days ago
san jose, United States Ledgent Technology Full timeRoth Staffing is looking for a Security Engineer (Physical Security Systems) for our client in San Jose, CA. This is an exciting opportunity to work for a global leader in construction industry with a strong corporate culture and competitive pay.Job Description: Summary:The Client Technology Department specializes in the design and project management of IT...
-
Security Engineer
1 week ago
san jose, United States Ledgent Technology Full timeRoth Staffing is looking for a Security Engineer (Physical Security Systems) for our client in San Jose, CA. This is an exciting opportunity to work for a global leader in construction industry with a strong corporate culture and competitive pay.Job Description: Summary:The Client Technology Department specializes in the design and project management of IT...
-
Senior Tax Attorney
4 weeks ago
San Jose, California, United States Edgar Law Group, LLP Full timeJob OverviewWe are seeking a highly skilled Contract Tax, Trust and Estate Planning Attorney to join our team at Edgar Law Group, LLP. The ideal candidate will possess expertise in tax compliance, planning, and estate strategies, along with experience in managing complex tax controversies and representing high-net-worth individuals.This role demands a...
-
Civil Engineering Internship Opportunity
1 month ago
San Diego, California, United States Moffatt & Nichol Full timeAbout Moffatt & NicholMoffatt & Nichol is a leading global infrastructure advisor specializing in the planning and design of facilities that shape and serve our coastlines, harbors, and rivers. We are a team of engineers, planners, scientists, and architects who serve our global client base from offices worldwide.Job SummaryWe are seeking a Civil Engineering...
-
Staff Front End Software Developer
4 weeks ago
San Francisco, California, United States Altruist Full timeAbout AltruistAltruist is a modern custodian built exclusively for independent financial advisors, combining a self-clearing brokerage firm with intuitive software for account opening, trading, reporting, and billing in a streamlined solution. Financial advisors across the U.S. have partnered with Altruist to reduce costs, save time, grow their business, and...
-
Customer Success Manager
1 month ago
San Diego, California, United States Inveterate Full timeJob SummaryWe are seeking a highly skilled Customer Success Manager to join our team at Inveterate. As a key member of our Customer Success Team, you will play a critical role in onboarding our customers and ensuring their continued success in building paid membership programs.Your primary responsibility will be to act as an external agency for our...
-
SR Frontend Engineer
7 days ago
San Francisco, United States CyberCoders Full timeJob Title: SR Frontend EngineerIf you are a SR Frontend Engineer with experience, please read on!Company OverviewBacked by the same folks behind companies like Spacex, Anduril, Neuralink, Palantir & Reddit, we are a seasoned team of financial industry veterans, tech founders, and operators. We are building critical software infrastructure for financial...
-
Business Development Manager
4 weeks ago
San Francisco, California, United States Wilmerhale Full timeAbout This Role:This position plays a critical role in driving the client development initiatives of the Litigation Department and its individual practice groups. As a Client Development Manager, you will serve as a trusted advisor to attorneys, providing strategic guidance and support to help them achieve their business development goals.Key...