Financial Services Advisor

Heckman Financial & Insurance Services Inc

San Mateo, CA, USA

Published: 6/14/2022

Full Time

Job Description

Please note, this role is based in San Jose!

Title Options: Financial Advisor / Financial Services Advisor / Retirement Advisor / Wealth Management Advisor (San Jose, CA)

Job Summary

Are you a Financial Advisor or Wealth Management Advisor passionate about helping clients achieve a worry-free retirement? Join our close-knit team in San Jose, CA, and become a trusted partner guiding clients through their most critical financial decisions. This role offers a clear path for career growth, a collaborative team, and the chance to make a significant impact on our clients' lives.

This is a full-time, in-person position, with the possibility of a work-from-home day after initial training.

Responsibilities

Serve as a trusted point of contact for clients, offering guidance on investments, asset management, and retirement strategies.
Conduct in-depth portfolio reviews and recommend personalized adjustments.
Help clients manage cash flow with confidence.
Ensure clients are protected by staying current on securities laws and compliance requirements.
Build meaningful, long-term relationships through proactive communication.
Partner with internal specialists to design comprehensive wealth management solutions.
Meet regularly with clients to review progress and keep them on track toward their goals.

Required Qualifications

Bachelor's degree in finance, business administration, or a related field (commensurate experience will be considered).
3+ years of experience in a financial services role.
Active Life & Health Insurance License.
Active Series 65 license.
Ability to commute and/or relocate to the San Jose, CA office.

Preferred Qualifications

Strong analytical skills with the ability to simplify complex financial data.
Knowledge of corporate accounting principles.
Familiarity with securities law and financial industry regulations.
Exceptional relationship-building and communication skills.

Compensation & Benefits

Pay: $80,000 - $90,000 per year, with bonus and commission opportunities.
401(k) and Roth 401(k) matching.
Comprehensive Health, Dental, and Vision insurance.
Generous paid time off package.
Professional development assistance and paid training.
Paid parking.
Hybrid scheduling opportunity.

Ready to help clients live the lives they've dreamed of? Apply now to join our team!

Company DescriptionWe’re not just managing numbers—we’re building futures. Here, you’ll have the ability to serve your clients well, the resources to grow your expertise, and the backing of a team that celebrates success together.

Company Description

We’re not just managing numbers—we’re building futures. Here, you’ll have the ability to serve your clients well, the resources to grow your expertise, and the backing of a team that celebrates success together.