Financial Consultant - Sunnyvale, CA - Video Job Introduction - (Sunnyvale, CA)

Financial Consultant - Sunnyvale, CA - Video Job Introduction object{ height:435px; } all and (max-width: 500px){ object{ height: 530px; } } all and (minimum-width: 501px) and (max-width: 800px){ object{ height: 455px; } } With your superior knowledge and incomparable integrity, we know that clients invest their trust in you. Join a team that also invests in you with key product and service offerings, sophisticated technology and a world class investment platform. Here, you will build long term, trusting relationships with customers by bringing them peace of mind as you guide them through wealth management and retirement planning strategies. The Ability We're Looking For * FINRA Series seven and 63 required prior to hire * Series 65 and/or 66 and state registrations required within 3 mnths of hire * Background with High Net Worth clients * A CFP is preferred; if you don't already have your CFP, our Tuition Reimbursement program can help you with classes to obtain it!