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Financial Consultant

Financial Planning & Investment Advisor

Job in San Jose, Santa Clara County, California, 95199, USA
Listing for: CEFCU Financial Services, Inc.
Full Time position
Listed on 2026-01-18
Job specializations:
  • Finance & Banking
    Financial Consultant
Job Description & How to Apply Below
A financial services institution is seeking a Financial Advisor in San Jose, CA. This role involves providing financial planning and investment services, enhancing member engagement, and ensuring an excellent member experience. Candidates must possess a Life/Health Producer license along with FINRA Series 7 and Series 66. The position offers a competitive salary with additional benefits including generous paid time off and comprehensive health coverage.
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