SanJoseCARecruiter
the smart solution for San Jose jobs

Investment Advisor

Company: Provident Credit Union
Location: San Jose
Posted on: September 16, 2018

Job Description:

Help people achieve their financial goals. Provident Credit Union is looking for qualified, experienced and proactive Investment Advisors / Financial Consultants to connect our current and prospective members in the San Jose / South Bay Area to alternate investment and insurance products that move them closer to their dreams. Make it happen. A Financial Consultant is licensed and intimately familiar with FINRA and government regulations. Beyond that, we're looking for a Financial Consultant who brings hands-on investment- and insurance-product sales experience backed by a proven sales record. You'll be our go-to expert for financial advice and products, a liaison and lead-generator, sales starter and closer-and a vital member of our team. Which means you'll need the people and sales-skills necessary to understand our members' goals and offer them the latest investment and insurance products that expand our value and allow us to better serve our members. Got the required regulatory licenses plus sales savvy? This may be just the position for you. Advance your career, experience and expertise; work in a collaborative environment that values your knowledge; reach more people and help them achieve financial stability and success; and exceed your potential as a stand-out consultant and sales person. Find out more about us at [url removed] Skills and Experience: Bachelor's degree Two years insurance and investment product sales experience (Have a current book of business? Even better.) Demonstrated sales record, customer service skills and prospecting abilities Excellent written and verbal communication skills Proficiency with Microsoft Office software, as well as financial planning and investment research software Working knowledge of FINRA rules and regulations and Government regulations as they relate to selling financial products FINRA Series 7, 63 and a life license Here' s what you can expect day to day: Use your analytical skills to advise current and potential members on investment and insurance products. Generate new sales appointments; make "warm" calls to members, potential members and employee groups; attend monthly sales meetings; and perform the usual daily sales activities and administrative duties. Jump on those leads provided by credit union staff and collaborate with business development staff to identify new leads and add value to Provident Credit Union offerings. Keep staff informed about financial products and opportunities with annual educational seminars and ongoing educational sessions. Keep your appointment book filled and meet appointment goals established by supervisor. Dot your I's, cross your T's and comply with all FINRA/SEC regulations, policies, procedures and business practices required by the broker/dealer. Complete required BSA and OFAC annual training, and adhere to BSA and OFAC policies and procedures including reporting suspicious activities. Last but not least, be a team player. Provident is an Equal Opportunity Employer We are a winner of the Bay Area News Group Top Work Place in 2017 & 2018. Check us out on Glassdoor

Keywords: Provident Credit Union, San Jose , Investment Advisor, Other , San Jose, California

Click here to apply!

Didn't find what you're looking for? Search again!

I'm looking for
in category
within


Other Other Jobs


Imaging Research Associate
Description: Primary Responsibilities br br The Imaging Research Associate I, coordinates all site and operational activities, from study start to study close, to ensure the timely delivery of high quality service (more...)
Company: BioClinica
Location: Newark
Posted on: 09/24/2018

Scheduling Interviews This Week!
Description: Currently interviewing professional individuals to join our award winning team. This is a solid company that offers top
Company: Professional Career Advantage Network
Location: Sunnyvale
Posted on: 09/24/2018

Shift Lead- Bush Battery Market (BBM)
Description: Overview Peet's Company Overview For 50 years, our goal has been to offer the best coffees teas in the world, without compromise. Since 1966, we've journeyed in the pursuit of better - a better blend, (more...)
Company: Peet's
Location: San Francisco
Posted on: 09/24/2018


Shift Lead
Description: Overview Peet's Company Overview For 50 years, our goal has been to offer the best coffees teas in the world, without compromise. Since 1966, we've journeyed in the pursuit of better - a better blend, (more...)
Company: Peet's
Location: Sunnyvale
Posted on: 09/24/2018

Independent Contractor - Work from Home
Description: We are America's largest number one healthcare benefits provider, helping people save up to 80 on their
Company: Ameriplan
Location: Sacramento
Posted on: 09/24/2018

Elder Care Provider Wanted - Polite Elder Care Wanted Now
Description: I hope you are having a good day. My mom
Company: ElderCare
Location: Lafayette
Posted on: 09/24/2018

Stock Associate - Sam Edelman
Description: Sam Edelman has an incredible opportunity for a Part-time Stock Associate to join our highly creative, forward-thinking team. We seek someone who is confident,
Company: Caleres, Inc.
Location: Santa Clara
Posted on: 09/26/2018

Lyft - Get Paid Same Day - Earn $2,400 your first month, gua
Description: Learn more about driving for Employer by visiting our website via the apply now button Some Employer drivers have worked for great American businesses such as Proforma, Brightway Insurance, and Petro (more...)
Company: Lyft
Location: Milpitas
Posted on: 09/24/2018

Working from Home Opportunity
Description: Do you have a passion for helping people How about starting YOUR own business with residual pay, BY HELPING PEOPLE Our company is looking for independent, strong driven, and motivated individuals who (more...)
Company: FAHP
Location: San Pablo
Posted on: 09/26/2018

Work on your own terms, at home opportunity, FT/PT
Description: Great Work, helping others save thousands of dollars using our simple discounts for Medical and Dental Care.
Company: AmeriPlan
Location: Madera
Posted on: 09/24/2018

Log In or Create An Account


Find us on Facebook

Find us on LinkedIn

Get the latest California jobs by following @recnetCA on Twitter!

San Jose RSS job feeds