Are you an experienced Financial Advisor seeking a leadership opportunity with significant growth potential? Veraz Advisors is expanding into San Jose, and we're seeking a dynamic and motivated professional to establish and lead our newest office.
Compensation: $60,000 - $150,000 Base Salary + Commissions (%)
Why Join Veraz Advisors:
- Autonomy with Robust Support: Lead the San Jose office independently while leveraging our proven marketing strategies and established lead-generation systems.
- Client-Centric Approach: Engage directly with pre-qualified leads, enabling you to focus exclusively on providing exceptional financial planning services without the stress of prospecting.
- Growth and Expansion: Begin your role with dedicated administrative support and the opportunity to expand your team as your client base develops.
Key Responsibilities:
- Develop, implement, and present personalized retirement and investment strategies.
- Build and nurture lasting client relationships, effectively generating referrals and expanding your network.
- Participate in educational events and workshops to engage and acquire potential clients.
Qualifications:
- Proven experience as a Financial Advisor.
- Active Life Insurance License and Series 65 License (or equivalent).
- Demonstrated success in closing business in financial planning, retirement planning, and wealth management.
- Proficiency and experience with fixed indexed annuities, AUM investment strategies, and fee-based financial planning.
At Veraz Advisors, we cultivate genuine partnerships, collaborating closely to navigate clients' financial journeys and achieve their long-term goals. As a full-service advisory firm, we pride ourselves on fiduciary guidance through our proprietary "Veracity Formula," focusing on high-net-worth families and business owners who align with our values and seek comprehensive financial solutions.
Explore more about our mission and approach at verazadvisors.com .
Join us in making a meaningful impact in San Jose!