Junior Advisor
7 days 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
2 weeks ago
San Jose, California, United States Advisor Employee Services Full timeJunior Advisor RoleWe are seeking a highly motivated and customer-focused individual to join our team as a Junior Advisor. As a key member of our team, you will have the opportunity to work closely with clients, develop long-term relationships, and provide superior customer service and expertise.Key Responsibilities:Analyze and prepare customized financial...
-
Academic Advisor
2 weeks ago
San Jose, California, United States InsideHigherEd Full timeJob SummaryThe Academic Advisor will play a pivotal role in supporting the academic success of Junior and Senior year students. Reporting to the Managing Director, this individual will provide holistic academic advising and success coaching to upper-division undergraduate students in all majors in the College. The Academic Advisor will build strong...
-
San Jose, California, United States ERM Full timeAs part of our ongoing expansion and innovation in the Capital Project Delivery sector, ERM is seeking a seasoned environmental consultant/regulatory advisor to join our global consulting team as a Senior Environmental Consultant/Regulatory Advisor. The ideal candidate should possess a strong background in leading environmental permitting initiatives with...
-
Financial Services Representative
6 days 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...
-
Academic Advisor
1 month ago
San Francisco, California, United States San Francisco State University Full timeJob Title: Academic Advisor, Graduation SpecialistJob Summary:The Academic Advisor/Graduation Specialist provides expert academic advising services to undergraduate students, focusing on upper division students and those nearing graduation. This role collaborates with faculty, staff, and administrators to deliver advising services, ensuring students'...
-
Senior Wealth Advisor
4 weeks ago
South San Gabriel, United States Charles Schwab Full timeUnlock Your Potential as a Senior Wealth AdvisorAt Charles Schwab, we're committed to empowering our employees' personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you'll get the tools you need to make a positive difference in the finance industry.Key Responsibilities:Deliver exceptional client...
-
Senior Tax Advisor
2 weeks ago
San Francisco, California, United States Cetera Financial Group Full timeJob Title: Senior Tax AdvisorWe are seeking a highly skilled Senior Tax Advisor to join our dynamic tax team. As a key member of our management staff, you will partner with our tax team and leadership to develop and scale our domestic tax preparation, compliance, and tax planning offering.Key Responsibilities:Prepare federal and state income tax returns for...
-
Summer Camp Instructor and Residential Advisor
2 weeks 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...
-
Senior Environmental Planning Specialist
2 weeks ago
San Jose, California, United States WSP USA Full timeJob SummaryWSP USA is seeking a highly skilled Senior Environmental Planning Specialist to join our team. As a key member of our Regional Environmental Planning and Permitting Program, you will be responsible for managing and preparing documentation compliant with the National Environmental Policy Act (NEPA) for a variety of project scopes and clients.Key...
-
Academic Advisor
2 weeks ago
San Bernardino, California, United States California State University Full timeJob SummaryWe are seeking an Academic Advisor to join our team at California State University. The successful candidate will work with middle school students to provide academic support and guidance, helping them to achieve their academic goals and prepare for post-secondary education.Key ResponsibilitiesRecruit and retain program participants in middle...
-
Summer Camp Instructor
1 month ago
San Diego, California, United States Capitol Debate Full timeJob Title: Summer Camp Junior Instructor/Residential AdvisorJob 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 make a positive impact on...
-
Summer Camp Instructor
1 month ago
San Diego, California, United States Capitol Debate Full timeJob Title: Summer Camp Junior Instructor/Residential AdvisorJob 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 make a positive impact on...
-
Summer Camp Instructor
1 month ago
San Diego, California, United States Capitol Debate Full timeJob Title: Summer Camp Junior Instructor/Residential AdvisorJob 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 make a positive impact on...
-
International Tax Manager
5 days 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
2 weeks 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...
-
Lead Geotechnical Engineer
2 months ago
San Jose, California, United States Kleinfelder Full timeJob SummaryWe are seeking a highly skilled and experienced Principal Geotechnical Engineer to join our team at Kleinfelder. As a key member of our geotechnical team, you will be responsible for providing technical leadership and expertise in the planning, design, and construction of complex projects.Key ResponsibilitiesCoordinate services with internal and...
-
Summer Camp Instructor
1 month ago
San Diego, California, United States Capitol Debate Full timeJob Title: Summer Camp Junior Instructor/Residential AdvisorJob 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 make a positive impact on...
-
Service Manager
3 weeks ago
San Jose, United States Stress Free Auto Care Full timeStress Free Auto Care is redefining the auto repair experience by delivering exceptional service with honesty, transparency, and convenience. We're a VC-backed company with a rapidly expanding footprint (currently at 18 stores, with plans to hit 45+ by 2025). Our mission is simple: make auto care a stress-free, trustworthy experience for everyone. Join us on...
-
Account Manager, Wealth Management Advisory
2 weeks ago
San Francisco, California, United States Northern Trust Full timeAbout Northern Trust:Northern Trust is a globally recognized financial institution that has been in continuous operation since 1889. We provide innovative financial services and guidance to the world's most successful individuals, families, and institutions by remaining true to our enduring principles of service, expertise, and integrity. With over 130 years...
-
Principal Geotechnical Engineer
2 months ago
San Jose, California, United States Kleinfelder Full timeJob Title: Principal Geotechnical EngineerWe are seeking a highly skilled and experienced Principal Geotechnical Engineer to join our team at Kleinfelder. As a key member of our Geotechnical Services group, you will be responsible for providing technical leadership and expertise in geotechnical engineering design, construction support, and project...