We’re not a typical financial institution – we’re better. We’re an innovative, fun-loving, highly-engaged group of professionals that are committed to our company and the communities we do business in. We love to recognize and celebrate each other.
Over 90% of our employees say we are a great workplace that is focused on our mission, vision and the future of banking.
What will your day look like?
You will be responsible for combining personal skills, resources and product knowledge for the purpose of helping clients realize their financial goals. Must have the ability to attract, provide service and close business with clients. Responsible for assessing a client's circumstances and objectives, and based on those, provide individualized, highly strategic retirement/investment consulting. Access to a full range of wealth building, managing and preserving products - including mutual funds, stocks, bonds, IRAs, insurance, estate planning and many other services to offer to client base and the membership.
Role is based in the Bay Area in California
Do you see yourself doing this?
What makes you a great fit?
You’ll be a great fit if in addition to the completion of a Bachelor’s degree, 5 years of business experience and proven track record of successful sales in interacting with clients and meeting their financial needs and you have:
When you’re happy, we’re happy!
As a thank you for joining our team, you’ll benefit from:
Still not convinced?