Financial Advisor - San Jose, CA
About The Position
Financial Advisor Are you looking to expand your career and be a part of a successful team? Are you driven, self-motivated and customer focused? If you enjoy working closely with clients, developing long-term relationships, constantly challenging yourself, and providing superior customer service and expertise, then we would like to talk to you! Our well established and growing financial firm, NIM Retirement Group in San Jose, CA is seeking to add an Financial Advisor to our Team! This Financial Advisor will have the opportunity to meet one-on-one with company leads from seminars and referrals, as well as existing clients. The ideal candidate for this role will be someone who enjoys building relationships and knows how to follow through with sales opportunities while providing superior client service. Initial duties include working alongside the main Advisor, servicing existing clients, completing training and executing on para planning in all 5 areas of retirement planning, tax, medical, income, investment and legacy. Making active outbound calls to set appointments with prospects and existing clients, client relationship building and participation in public seminars and company events. This role will have a 6 months to 2 years path of becoming a lead advisor. Key Traits: Strong initiative Positive attitude Persistence Quick learner An entrepreneurial perspective to build client base Persuasive ability
Requirements
- 2+ years of financial service experience required
- Series 65 and Life and Health required
- Strong organizational, prioritization, interpersonal skills
- Strong mathematical and analytical skills
- Excellent communication skills; both verbal and written
- Proficient with MS Office Suite
- Experience with CRM preferred
Responsibilities
- Analyze, prepare, present, and implement customized financial plans
- Assist clients with annuities, life, long-term care, and managed portfolio
- Develop, manage, and retain strong client relationships
- Assist main Advisor with meeting individual and team goals
- Learn and grow into lead advisor or relationship advisor to have a long last career in the firm
Benefits
- Full medical benefits after probation
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
