Investment Consultant
Sunnyvale, CABase pay range
$115,000.00/yr - $120,000.00/yrWhy Join This Firm?
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. Your Role & Impact
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.
Key Responsibilities:
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.
What You Bring
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. They Invest in You
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 Take the Next Step in a Career That Matters
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! Seniority level
Associate Employment type
Full-time Job function
Finance, Business Development, and General Business Industries
Financial Services, Investment Management, and Capital Markets
