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Holistic Financial Advisor Credit Union Members
Job in
San Jose, Santa Clara County, California, 95199, USA
Listed on 2026-01-26
Listing for:
Priority Financial Group
Full Time
position Listed on 2026-01-26
Job specializations:
-
Finance & Banking
Financial Sales, Financial Consultant -
Sales
Financial Sales
Job Description & How to Apply Below
A financial services company in California is seeking an energetic Financial Advisor to enhance client relationships through the sale of Investment, Insurance, and Estate Planning services. Ideal candidates will have a Bachelor's degree, valid FINRA licensing, and 2+ years of related experience. Responsibilities include conducting financial plans, achieving sales goals, and maintaining client relationships using tools like Salesforce. The company values diversity and is an equal opportunity employer.
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