Top Tech Jobs & Startup Jobs

Seeking a Financial Advisor to provide expertise on retirement planning and investment services to members and non-members. Responsibilities include analyzing financial data, developing financial plans, conducting annual reviews, and educating clients through seminars and workshops. Must maintain compliance with FINRA regulations and participate in continuing education to maintain licenses. Requires 2+ years of sales experience in the financial services industry and technical knowledge of insurance and investment vehicles.

The Financial Advisor will assist clients in identifying and analyzing their financial goals while providing outstanding service. The role involves building relationships, conducting scheduled reviews, evaluating investment options, and collaborating with credit union staff and financial service vendors.

The Financial Advisor will provide investment and retirement planning services, assess client needs, develop investment strategies, and conduct client workshops. The role includes servicing existing accounts, training branch personnel, and integrating investment initiatives within the credit union.

The Financial Advisor will provide investment and insurance services to members, develop investment strategies, conduct regular reviews of client accounts, and educate clients on financial planning. The advisor will work closely with credit union branches to enhance the investment program and identify client needs.

The Financial Advisor will provide financial and retirement planning services to members, collaborate with clients to understand their financial objectives, and recommend suitable investment solutions. This role includes conducting educational seminars, prospecting for new clients, and maintaining strong relationships with both members and internal employees.

Seeking a Financial Advisor Associate to provide retirement and investment services to members of Patelco Credit Union in San Jose, CA and surrounding areas. Responsibilities include providing investment advice, recommending financial products, educating clients, and working closely with branch manager and credit union employees. Qualified candidates must have active FINRA SIE, Series 7, Series 66 (or 63 and 65), California Insurance License, and financial services industry experience. Must be client-focused and an excellent listener.

As a Financial Advisor, you will assess customer financial needs, develop investment strategies, conduct regular account reviews, deliver client workshops and ensure the promotion of investment programs. Strong communication skills and team collaboration are essential, along with maintaining licenses and staying informed on market conditions.