Investment Consultant

Investment Consultant

Sunnyvale, CA

$/yr - $/yr

Career Growth & Advancement:
Step into a clearly defined career path with robust mentorship, leadership support, and ongoing learning resources tailored for your professional development.

National Presence, Boutique Culture:
Enjoy the best of both worlds—a well-respected national brand with the flexibility and close-knit culture of a privately held firm.

Purpose-Driven Work:
Here, your advice doesn’t just manage portfolios—it changes lives. You'll help clients navigate complex financial journeys with confidence and clarity.

Working from a collaborative branch office, you’ll lead meaningful financial planning conversations with existing clients. By leveraging best-in-class tools and support, you’ll deliver tailored investment strategies and deepen client relationships.

• Lead financial planning meetings and present personalized solutions aligned with each client’s goals.
• Cultivate relationships through proactive outreach, needs assessments, and seamless follow-up.
• Leverage firm technology to optimize client prep, communication, and service delivery.

• Licensing: Active Series 7 and 66 (or 63 & 65) licenses required.
• Experience: 2+ years of experience in financial planning and investment advisory services.
• Education: Bachelor’s degree; CFP® or progress toward designation is a strong plus.
• Skills: Excellent communicator with a strong grasp of investment products, relationship management, and consultative problem-solving.
• Mindset: Entrepreneurial, service-focused, and thrives in a dynamic, collaborative environment.

This firm is committed to your success—personally, professionally, and financially. You’ll receive:
Stable base salary + guaranteed quarterly bonuses $115K–$120K. Robust benefits, including:

• Comprehensive health care & mental wellness support
• Generous retirement contributions
• Paid time off + parental leave
• Tuition reimbursement, student loan repayment, and more
• Hybrid workplace model balancing in-office engagement and off-site flexibility
• Charitable giving match programs, and community involvement opportunities

If you're ready to move beyond transactions and build a meaningful career where your expertise is valued and your growth is prioritized, Apply today!

Associate

Full-time

Finance, Business Development, and General Business

Financial Services, Investment Management, and Capital Markets