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Financial Solutions Advisor : License‑Driven Client Impact
Job in
Morgan Hill, Santa Clara County, California, 95038, USA
Listed on 2026-01-12
Listing for:
The Association of Technology, Management and Applied Engineering
Full Time
position Listed on 2026-01-12
Job specializations:
-
Finance & Banking
Financial Advisor
Job Description & How to Apply Below
A leading financial institution is seeking candidates for the Financial Solutions Advisor Stage I (FSA I) role, focusing on client relationship management and financial advising. The position requires obtaining various industry licenses and offers a comprehensive training program. Ideal candidates should have strong communication skills, a results-driven mindset, and a high school diploma or GED. This role presents advancement opportunities and a work schedule from Monday to Friday with rotating Saturdays.
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