Pence Financial Group
Associate Financial Advisor
Pence Financial Group, San Jose, California, United States, 95199
1 day ago Be among the first 25 applicants
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We’re seeking an
AssociateFinancial Advisor
to join our team in San Jose, CA. This is not your typical advisor opportunity—this role offers the rare chance to
inherit a well-established book of business , allowing you to hit the ground running with existing client relationships and recurring revenue. What You’ll Do: Build strong, lasting relationships with an existing client base by delivering holistic financial planning and exceptional service. Develop personalized investment strategies tailored to each client’s goals and values. Maintain and grow the book of business through proactive outreach, client referrals, and community involvement. Collaborate with a supportive team and leverage in-house resources, systems, and tools. Stay current with financial industry trends, regulations, and product knowledge to serve clients at the highest level. What We’re Looking For: 2+ years of experience
as an associate financial advisor, planner, or wealth manager. Series 7, 65/66 CFP preferred or willing to obtain. Proven relationship-building and communication skills. A growth mindset and client-first attitude. Desire to plant long-term roots in the San Jose, CAarea and become a valued member of the local community. What We Offer: Natural transition from current Advisor to you for clients. Competitive payout or compensation structure based on experience. Access to marketing, compliance, and administrative support. A collaborative environment with other advisors. Opportunities for professional growth and succession planning. Why This Role is Unique: Opportunities like this don’t come around often. If you’ve been looking for a way to step into an established client base, grow your career, and make a meaningful impact in the lives of others—all without starting from scratch—this could be the perfect fit. Seniority level
Seniority level Entry level Employment type
Employment type Full-time Job function
Job function Finance and Sales Referrals increase your chances of interviewing at Pence Financial Group by 2x Sign in to set job alerts for “Associate Financial Advisor” roles.
San Jose, CA $100,000.00-$200,000.00 1 month ago Sunnyvale, CA $56,000.00-$72,000.00 1 day ago Palo Alto, CA $279,990.00-$311,100.00 1 month ago Pleasanton, CA $80,000.00-$100,000.00 1 month ago San Jose, CA $90,000.00-$120,000.00 7 months ago Financial Advisor (Career Changers Encouraged, Training & Mentorship Provided)
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Sunnyvale, CA $60,200.00-$128,800.00 2 weeks ago San Jose, CA $49,920.00-$100,000.00 2 weeks ago San Jose, CA $90,000.00-$120,000.00 1 week ago Mountain View, CA $187,000.00-$253,000.00 2 days ago Finance Business Manager - Marketing FP&A
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AssociateFinancial Advisor
to join our team in San Jose, CA. This is not your typical advisor opportunity—this role offers the rare chance to
inherit a well-established book of business , allowing you to hit the ground running with existing client relationships and recurring revenue. What You’ll Do: Build strong, lasting relationships with an existing client base by delivering holistic financial planning and exceptional service. Develop personalized investment strategies tailored to each client’s goals and values. Maintain and grow the book of business through proactive outreach, client referrals, and community involvement. Collaborate with a supportive team and leverage in-house resources, systems, and tools. Stay current with financial industry trends, regulations, and product knowledge to serve clients at the highest level. What We’re Looking For: 2+ years of experience
as an associate financial advisor, planner, or wealth manager. Series 7, 65/66 CFP preferred or willing to obtain. Proven relationship-building and communication skills. A growth mindset and client-first attitude. Desire to plant long-term roots in the San Jose, CAarea and become a valued member of the local community. What We Offer: Natural transition from current Advisor to you for clients. Competitive payout or compensation structure based on experience. Access to marketing, compliance, and administrative support. A collaborative environment with other advisors. Opportunities for professional growth and succession planning. Why This Role is Unique: Opportunities like this don’t come around often. If you’ve been looking for a way to step into an established client base, grow your career, and make a meaningful impact in the lives of others—all without starting from scratch—this could be the perfect fit. Seniority level
Seniority level Entry level Employment type
Employment type Full-time Job function
Job function Finance and Sales Referrals increase your chances of interviewing at Pence Financial Group by 2x Sign in to set job alerts for “Associate Financial Advisor” roles.
San Jose, CA $100,000.00-$200,000.00 1 month ago Sunnyvale, CA $56,000.00-$72,000.00 1 day ago Palo Alto, CA $279,990.00-$311,100.00 1 month ago Pleasanton, CA $80,000.00-$100,000.00 1 month ago San Jose, CA $90,000.00-$120,000.00 7 months ago Financial Advisor (Career Changers Encouraged, Training & Mentorship Provided)
Sunnyvale, CA $271,000.00-$325,000.00 1 week ago San Jose, CA $300,000.00-$400,000.00 3 days ago San Jose, CA $56,000.00-$72,000.00 1 week ago Pleasanton, CA $100,000.00-$200,000.00 1 month ago San Jose, CA $125,000.00-$175,000.00 2 weeks ago Mountain View, CA $193,500.00-$261,500.00 2 days ago Senior Financial Analyst, Alexa and AGI Finance - Insights, Planning, Econometrics, Decision (IPED), Alexa and AGI Finance - Insights, Planning, Econometrics, Decision (IPED)
Sunnyvale, CA $60,200.00-$128,800.00 2 weeks ago San Jose, CA $49,920.00-$100,000.00 2 weeks ago San Jose, CA $90,000.00-$120,000.00 1 week ago Mountain View, CA $187,000.00-$253,000.00 2 days ago Finance Business Manager - Marketing FP&A
Private Market Advisor, UHNW and Family Offices
San Jose, CA $240,000.00-$270,000.00 2 weeks ago Finance Manager, Product Risk & Compliance
Menlo Park, CA $142,000.00-$205,000.00 2 weeks ago We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
#J-18808-Ljbffr