Financial Advisor

  •   Full Time
  •   Bay Area

Are you passionate and self-motivated? Do you seek to improve the lives of others in your community? We are searching for a Financial Advisor to provide a personalized retirement and financial planning experience for our customers and their families. If you want the flexibility to create your own schedule and build your career on your terms, join our team.

What you’ll do as Financial Advisor:

  • You will meet with existing and prospective clients to plan their financial future.
  • Utilize our company-provided technology and tools to improve your operation.
  • You will also use marketing support in the form of mailings, email blasts, and customized flyers to expand your business and reach new customers.
  • Collaborate with co-workers to learn new skills, methods, and best practices.

What skills you will use:

  • High school diploma or GED
  • Ideally, you have 3+ years of experience working as a Financial Advisor.
  • A proven and successful sales track record.
  • Have an established Book of Business
  • You have an active FINRA Series 6 or 7 licenses and a Series 63 and 65 or 66.
  • You also have an active state variable life and health license.

Job ID: 3158, 3160, 3162, 3163, 3164

Job & Company Detail

Company Industry

Architect Industry

Company Size

1 - 9 Employees



Job Category


Applications Accepted Until