RK Partners
Job Description
Job Description
About Our Client: We are a well-established and client-focused wealth management firm based in San Jose, CA. With decades of combined experience, our team of advisors is dedicated to providing high-quality financial planning and investment management services tailored to each client’s goals.
Position Overview: We are seeking a motivated and detail-oriented
Junior Advisor
to join our team. In this role, you will be responsible for managing an existing book of business while working directly under the guidance of two senior-level advisors. This is a unique opportunity to gain valuable mentorship, build relationships with established clients, and grow within a collaborative and professional environment. Key Responsibilities: ●Maintain and service an existing portfolio of clients ●Support senior advisors in client meetings and follow-up ●Assist in developing customized financial plans and investment strategies ●Conduct ongoing account reviews and ensure a high level of client satisfaction ●Prepare reports, presentations, and relevant documentation for client meetings ●Stay current on market trends, products, and regulatory changes
Qualifications: ●Bachelor’s degree in Finance, Economics, Business, or related field ● FINRA Series 7 and 66 licenses ●1–3 years of relevant experience in financial services preferred ●Strong communication and interpersonal skills ●Highly organized, with excellent attention to detail ●Proficient in Microsoft Office and CRM software; experience with financial planning tools is a plus What We Offer: ●Direct mentorship from experienced senior advisors ●Opportunity to deepen relationships with an existing client base ●A collaborative, professional, and client-first work culture ●Competitive compensation and benefits package
Location: This position is based in our
San Jose, CA
office. Candidates must be comfortable working on-site.
Job Description
About Our Client: We are a well-established and client-focused wealth management firm based in San Jose, CA. With decades of combined experience, our team of advisors is dedicated to providing high-quality financial planning and investment management services tailored to each client’s goals.
Position Overview: We are seeking a motivated and detail-oriented
Junior Advisor
to join our team. In this role, you will be responsible for managing an existing book of business while working directly under the guidance of two senior-level advisors. This is a unique opportunity to gain valuable mentorship, build relationships with established clients, and grow within a collaborative and professional environment. Key Responsibilities: ●Maintain and service an existing portfolio of clients ●Support senior advisors in client meetings and follow-up ●Assist in developing customized financial plans and investment strategies ●Conduct ongoing account reviews and ensure a high level of client satisfaction ●Prepare reports, presentations, and relevant documentation for client meetings ●Stay current on market trends, products, and regulatory changes
Qualifications: ●Bachelor’s degree in Finance, Economics, Business, or related field ● FINRA Series 7 and 66 licenses ●1–3 years of relevant experience in financial services preferred ●Strong communication and interpersonal skills ●Highly organized, with excellent attention to detail ●Proficient in Microsoft Office and CRM software; experience with financial planning tools is a plus What We Offer: ●Direct mentorship from experienced senior advisors ●Opportunity to deepen relationships with an existing client base ●A collaborative, professional, and client-first work culture ●Competitive compensation and benefits package
Location: This position is based in our
San Jose, CA
office. Candidates must be comfortable working on-site.