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Associate Financial Advisor (san jose west)

Negotiable Salary

Bascom & Camden, San Jose, CA 95008, USA

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Associate Financial Advisor Location: San Jose, CA Employment Type: Full-Time | On-Site About the Role: We’re seeking an Associate Financial Advisor to join our team in San Jose, CA. This is not your typical advisor opportunity—this role offers the rare chance to inherit a well-established book of business, allowing you to hit the ground running with existing client relationships and recurring revenue. What You’ll Do: • Build strong, lasting relationships with an existing client base by delivering holistic financial planning and exceptional service. • Develop personalized investment strategies tailored to each client’s goals and values. • Maintain and grow the book of business through proactive outreach, client referrals, and community involvement. • Collaborate with a supportive team and leverage in-house resources, systems, and tools. • Stay current with financial industry trends, regulations, and product knowledge to serve clients at the highest level. What We’re Looking For: • 2+ years of experience as an associate financial advisor, planner, or wealth manager. • Series 7, 65/66 • CFP preferred or willing to obtain. • Proven relationship-building and communication skills. • A growth mindset and client-first attitude. • Desire to plant long-term roots in the San Jose, CA area and become a valued member of the local community. What We Offer: • Natural transition from current Advisor to you for clients. • Competitive payout or compensation structure based on experience. • Access to marketing, compliance, and administrative support. • A collaborative environment with other advisors. • Opportunities for professional growth and succession planning. Why This Role is Unique: Opportunities like this don’t come around often. If you’ve been looking for a way to step into an established client base, grow your career, and make a meaningful impact in the lives of others—all without starting from scratch—this could be the perfect fit.

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Bascom & Camden, San Jose, CA 95008, USA
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