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Client-Focused Financial Advisor | In-Office; San Jose
Job in
San Jose, Santa Clara County, California, 95199, USA
Listed on 2026-02-01
Listing for:
Burchboehner
Full Time
position Listed on 2026-02-01
Job specializations:
-
Finance & Banking
Financial Sales, Financial Consultant -
Sales
Financial Sales
Job Description & How to Apply Below
A financial services team is seeking a Financial Services Representative in San Jose, CA. The role involves conducting financial reviews, selling investment products, and managing client portfolios. Ideal candidates will have sales experience and required licenses, including Series 6 and 63. The expected income is $75,000–$95,000 as base salary plus commission. The team values integrity and offers benefits like 401(k) matching, health insurance, and opportunities for advancement.
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