Entry Level Financial Advisor
Santa Clara General Office•San Jose, CA
•Hybrid
About The Position
This is a full-time position, Monday - Friday, with hybrid hours requiring you to be in the office on Monday and Friday. We are seeking a money-minded individual who is looking for an opportunity to break into the financial services industry! Our successful entry-level financial advisor candidate has a passion for developing long-term relationships and an interest in financial data, estate planning, business administration, mutual funds, and more. If you have great communication skills and an eye for detail, apply today!
Requirements
- Great listening skills.
- Great communication skills.
- An eye for detail.
- Authorized to work in the US (US passport, green card, or regular renewable EAD).
- Cannot sponsor or contract with F1 Visa (OPT/CPT) holders.
Nice To Haves
- Interest in financial data.
- Interest in estate planning.
- Interest in business administration.
- Interest in mutual funds.
Responsibilities
- Develop effective, analytics-based strategies.
- Develop long-term relationships with clients.
- Analyze financial data.
- Assist with estate planning.
- Assist with business administration.
- Assist with mutual funds.
Benefits
- Medical insurance
- Dental insurance
- Vision insurance
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
