Financial Advisor - San Jose, CA

Join to apply for the Financial Advisor - San Jose, CA role at Advisor Talent Solutions.

$90,000.00/yr - $/yr

Are you looking to expand your career and be a part of a successful team? Are you driven, self‑motivated and customer focused? If you enjoy working closely with clients, developing long‑term relationships, constantly challenging yourself, and providing superior customer service and expertise, then we would like to talk to you! Our well‑established and growing financial firm, NIM Retirement Group in San Jose, CA, is seeking to add a Financial Advisor to our team.

This role will involve meeting one‑on‑one with company leads from seminars and referrals, as well as existing clients. The ideal candidate will enjoy building relationships and know how to follow through with sales opportunities while providing superior client service. Initial duties include working alongside the main Advisor, servicing existing clients, completing training, and executing paralegal planning in all five areas of retirement planning: tax, medical, income, investment, and legacy.

Delivering active outbound calls to set appointments with prospects and existing clients, client relationship building, and participation in public seminars and company events.

This role has a 6‑month to 2‑year path to becoming a lead advisor.

• Strong initiative
• Positive attitude
• Persistence
• Quick learner
• Entrepreneurial perspective to build client base
• Persuasive ability

• 2+ years of financial service experience
• Series 65 and Life and Health required
• Strong organizational, prioritization, interpersonal skills
• Strong mathematical and analytical skills
• Excellent communication skills; both verbal and written
• Proficient with MS Office Suite
• Experience with CRM preferred

• Analyze, prepare, present, and implement customized financial plans
• Assist clients with annuities, life, long‑term care, and managed portfolios
• Develop, manage, and retain strong client relationships
• Assist main Advisor with meeting individual and team goals
• Learn and grow into lead advisor or relationship advisor for a long‑lasting career in the firm

• $90,000 - $120,000
• If promoted to Lead Advisor: average $300,000 - $400,000

• Full medical benefits after probation

• Monday – Friday 9 am–6 pm

Full‑time

Finance and Sales

Thank you for your interest in the Financial Advisor role. Advisor Employee Services, a consulting firm located in Lenexa, Kansas, represents the top 1% of financial advisors in all 50 states in their hiring needs. Please take a moment to explore our website and the services provided  We are not a staffing firm, but together have built a reputable and continuously expanding business model which allows us to pinpoint the exact personnel needs of these established financial advisors.

If you feel that you have the skills it takes for the position responsibilities listed, please apply today!