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Holistic Financial Advisor Credit Union Members

Job in San Jose, Santa Clara County, California, 95199, USA
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
Position: Holistic Financial Advisor for Credit Union Members
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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