Investment Advisor – Sunnyvale, CA Base Salary + Quarterly Bonuses = $110–$120K
Job Description
Are you passionate about helping others achieve financial freedom? Join an industry-leading firm that prioritizes meaningful client relationships over transactions. Here, your expertise is empowered through professional flexibility, comprehensive support, and unparalleled growth opportunities. Step into a role where your impact extends beyond investments—you’ll help shape financial futures.
Why This Opportunity Stands Out
Client-Centered Focus: No cold calling. Engage with warm leads and existing clients.
Career Progression: Access to ongoing training, mentorship, and a clear pathway to elevate your career.
Supportive Environment: Work in a collaborative Investor Center with cutting-edge tools and resources to help you excel.
Your Role
As an Investment Advisor, you’ll work onsite to:
- Develop tailored financial plans leveraging advanced tools and a diverse portfolio of products.
- Build lasting relationships through proactive outreach and personalized consultations.
- Deliver expert guidance by deeply understanding client goals and aligning them with the right investment strategies.
What You Bring
- BA / BS degree highly preferred
- Active Series 7 & 66 (or 63 & 65) licenses (required).
- 2+ years of financial planning experience and a track record of strengthening client relationships.
- A solid understanding of investment solutions and a passion for educating clients.
- Outstanding communication, problem-solving, and consultative skills.
- A thriving mindset in a fast-paced, dynamic environment.
- Professional certifications like CFP (preferred but not required).
What They Offer
- Compensation Beyond the Base: Competitive salary plus lucrative quarterly bonuses.
- Holistic Benefits: Comprehensive health benefits, retirement plans, and work-life balance initiatives.
- Professional Development: Continuous learning opportunities, certifications, and leadership pathways.
Join a firm where your talents are valued, your growth is supported, and your success is celebrated. Take the next step in your career—apply today and transform lives, starting with your own!