BrokerHunter
4 days ago Be among the first 25 applicants
Our Client is looking for talented Financial Advisors just like you!
With your extraordinary knowledge and incomparable integrity, we know that clients invest their trust in you. Join a team that also invests in you with key product and service offerings, sophisticated technology and a premier investment platform. Here, you will build long-term, dedicated relationships with customers by bringing them peace of mind as you guide them through wealth management and retirement planning strategies.
Opportunities in San Francisco, Berkeley, San Jose, Campbell and Sunnyvale CA
The
Expertise
We’re Looking For: FINRA Series 7 & 63 required prior to hire Series 65 and/or 66 and state registrations required within 3 months of hire Experience with High Net Worth clients A CFP is preferred; if you don’t already have your CFP, our Tuition Reimbursement program can help you with classes to obtain it The
Purpose
of Your Role We fully support you with an open architecture product platform and top resources in the financial industry, while you nurture relationships with an existing client base. Your keen focus, motivational skills and leadership qualities are prime attributes as you provide the appropriate investment solutions to existing clients and help expand the acquisition of new customers. The
Skills
You Bring: You demonstrate a deep understanding of financial markets, and can effectively simplify complex financial concepts while building rapport and credibility with highly valued clientele Remarkable knowledge of investment products Ability to thoughtfully introduce your clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussions Collaborating with multiple business partners allows you to craft an unsurpassed customer experience and meet the client’s broad range of investment needs The
Value
You Deliver: No longer spending time on cold calls and sourcing new clients, you are able to make an impact in the lives of your clients through deepening relationships and complex financial planning Your integrity, insights, interpersonal skills and meticulous planning allows you to mentor and support your customers as they look to reach their retirement goals Educating customers on the technology and channels available to them to better monitor, maintain, and handle their investments Seniority level
Seniority level Mid-Senior level Employment type
Employment type Full-time Job function
Job function Finance, Sales, and Business Development Industries Financial Services and Investment Management Referrals increase your chances of interviewing at BrokerHunter by 2x Sign in to set job alerts for “Financial Advisor” roles.
Hayward, CA $212,050.56-$257,748.72 1 month ago San Francisco, CA $85,000.00-$135,000.00 1 month ago San Francisco, CA $80,000.00-$120,000.00 1 month ago Asset & Wealth Management, Private Family Office Financial Planner, Associate - San Francisco
San Francisco, CA $100,000.00-$130,000.00 1 month ago San Francisco, CA $90,000.00-$100,000.00 2 days ago San Francisco, CA $170,000.00-$300,000.00 2 weeks ago Financial Advisor - Team Sponsored Launch - San Francisco Peninsula Group
San Francisco, CA $122,400.00-$228,000.00 3 days ago Oakland, CA $190,000.00-$250,000.00 1 month ago Blackstone Private Wealth Client Services, Associate
San Francisco, CA $145,000.00-$160,000.00 2 weeks ago San Francisco, CA $55,000.00-$75,000.00 6 days ago Asset & Wealth Management, Private Wealth Management, Marketing and Client Engagement Team, US Client Events, Associate - San Francisco
Citi Wealth at Work - Investment Relationship Officer - Officer
San Francisco, CA $78,320.00-$109,280.00 2 weeks ago Citi Private Bank - Private Banker - San Francisco, CA
San Francisco, CA $200,000.00-$500,000.00 4 days ago We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
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Expertise
We’re Looking For: FINRA Series 7 & 63 required prior to hire Series 65 and/or 66 and state registrations required within 3 months of hire Experience with High Net Worth clients A CFP is preferred; if you don’t already have your CFP, our Tuition Reimbursement program can help you with classes to obtain it The
Purpose
of Your Role We fully support you with an open architecture product platform and top resources in the financial industry, while you nurture relationships with an existing client base. Your keen focus, motivational skills and leadership qualities are prime attributes as you provide the appropriate investment solutions to existing clients and help expand the acquisition of new customers. The
Skills
You Bring: You demonstrate a deep understanding of financial markets, and can effectively simplify complex financial concepts while building rapport and credibility with highly valued clientele Remarkable knowledge of investment products Ability to thoughtfully introduce your clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussions Collaborating with multiple business partners allows you to craft an unsurpassed customer experience and meet the client’s broad range of investment needs The
Value
You Deliver: No longer spending time on cold calls and sourcing new clients, you are able to make an impact in the lives of your clients through deepening relationships and complex financial planning Your integrity, insights, interpersonal skills and meticulous planning allows you to mentor and support your customers as they look to reach their retirement goals Educating customers on the technology and channels available to them to better monitor, maintain, and handle their investments Seniority level
Seniority level Mid-Senior level Employment type
Employment type Full-time Job function
Job function Finance, Sales, and Business Development Industries Financial Services and Investment Management Referrals increase your chances of interviewing at BrokerHunter by 2x Sign in to set job alerts for “Financial Advisor” roles.
Hayward, CA $212,050.56-$257,748.72 1 month ago San Francisco, CA $85,000.00-$135,000.00 1 month ago San Francisco, CA $80,000.00-$120,000.00 1 month ago Asset & Wealth Management, Private Family Office Financial Planner, Associate - San Francisco
San Francisco, CA $100,000.00-$130,000.00 1 month ago San Francisco, CA $90,000.00-$100,000.00 2 days ago San Francisco, CA $170,000.00-$300,000.00 2 weeks ago Financial Advisor - Team Sponsored Launch - San Francisco Peninsula Group
San Francisco, CA $122,400.00-$228,000.00 3 days ago Oakland, CA $190,000.00-$250,000.00 1 month ago Blackstone Private Wealth Client Services, Associate
San Francisco, CA $145,000.00-$160,000.00 2 weeks ago San Francisco, CA $55,000.00-$75,000.00 6 days ago Asset & Wealth Management, Private Wealth Management, Marketing and Client Engagement Team, US Client Events, Associate - San Francisco
Citi Wealth at Work - Investment Relationship Officer - Officer
San Francisco, CA $78,320.00-$109,280.00 2 weeks ago Citi Private Bank - Private Banker - San Francisco, CA
San Francisco, CA $200,000.00-$500,000.00 4 days 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