Investment Advisor

1 day ago Be among the first 25 applicants Registered Investment Advisor and Insurance Consultancy Role Description This is a full-time on-site role for a Registered Investment Advisor and Insurance Advisor at a rapidly growing RIA and insurance firm in San Jose, CA. All leads and marketing are provided. Base salary +++ could lead to first year compensation of $300K, second year comp of $400K to $600K and total comp of up to $1 million/ year in succeeding years. Qualifications Series 65 and insurance license. Clean compliance history. Financial planning skills and knowledge of insurance and annuities. Excellent rapport skills and presentation skills. Strong attention to detail and willingness to work hard. Excellent communication and interpersonal skills Professional certifications such as CFP or CFA are a plus Send a DM or email to Dr. Donald Moine. DrMoine1@gmail.com Seniority level

Seniority level Entry level Employment type

Employment type Full-time Job function

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