What are the responsibilities and job description for the Financial Advisor position at Veraz Advisors?
Overview
Veraz Advisors seeks an experienced Financial Advisor to lead our San Jose expansion office. This is a high-visibility, revenue-driven role where the selected candidate will manage a solo office with complete marketing and lead-generation support from the firm.
The ideal candidate is a skilled closer, capable of managing and growing a client base while maintaining the highest financial planning and relationship development standards. Unlike traditional prospecting-heavy roles, this position provides firm-generated leads through educational workshops, targeted marketing, and pre-set client appointments.
Key Areas of Focus :
- Fee-based Managed Money (AUM)
- Fixed Indexed Annuities (FIA)
- Life Insurance & Long-Term Care (LTC) Solutions (secondary focus)
This role requires independent execution while remaining highly coachable and connected to our main office in San Ramon. The advisor will initially work with one support staff member, with growth opportunities as the business expands.
Key Responsibilities
1. Lead the San Jose Expansion Office & Drive Revenue Growth
2. Relationship Development & Lead Expansion
3. Retirement Planning & Wealth Management
4. Compliance & Professional Development
Qualifications & Experience
Required :
Preferred :
About Veraz Advisors
Veraz Advisors is a rapidly growing independent financial firm dedicated to helping retirement-age clients make informed financial decisions. Built on a client-first, independent advisory model, we provide best-in-class investment strategies, wealth management solutions, and retirement income planning.
Unlike traditional financial advisory roles, our advisors do not need to prospect—we provide a steady stream of pre-qualified leads and a proven marketing system so that advisors can focus on meeting clients and closing business.
The San Jose Expansion Opportunity
This San Jose expansion is critical to our firm’s long-term growth strategy. This is an exceptional opportunity for a driven, results-oriented financial advisor to step into a high-production role and build a strong client base with full firm support.
