Investment Advisor

Investment Advisor – Sunnyvale, CA

Base Salary Quarterly Paid Bonuses = $110–$120K

Hybrid Work Environment

Are you passionate about helping others achieve financial freedom? Join an industry-leading firm that prioritizes meaningful client relationships over transactions. Here, your expertise is empowered through professional flexibility, comprehensive support, and unparalleled growth opportunities. Step into a role where your impact extends beyond investments—you’ll help shape financial futures.

Why This Opportunity Stands Out

• Client-Centered Focus : No cold calling. Engage with warm leads and existing clients.
• Career Progression : Access to ongoing training, mentorship, and a clear pathway to elevate your career.
• Supportive Environment : Work in a collaborative Investor Center with cutting-edge tools and resources to help you excel.

Your Role

As an Investment Advisor , you’ll work onsite to :

What You Bring

They Invest in You!

Our clients' most significant advantage is their people; they believe it is important to approach life holistically. They offer a competitive total rewards package to recognize your achievements, including a stable base salary. The base salary range for this position is $65k—$74k per year. The total compensation package also includes quarterly bonuses and other variable compensation

Their benefit programs are designed to help you and your family strike the right balance. They include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, educational assistance, and learning resources to develop your career.

The Firm’s hybrid working model blends the best of both onsite and offsite work experiences. While working onsite is important for the firm's business strategy and culture, they also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M- F) in a branch office.

If you are ready to join an investment leader who empowers professional growth, flexibility, and support, thus enabling your long-term success, Apply Now!

Salary : $65,000 - $74,000