About Our Client:We are a well-established and client-focused wealth management firm based in San Jose, CA. With decades of combinedexperience, our team of advisors is dedicated to providing high-quality financial planning and investment managementservices tailored to each client’s goals.Position Overview:We are seeking a motivated and detail-oriented Junior Advisor to join our team. In this role, you will be responsible formanaging an existing book of business while working directly under the guidance of two senior-level advisors. This is aunique opportunity to gain valuable mentorship, build relationships with established clients, and grow within a collaborativeand professional environment.Key Responsibilities:●Maintain and service an existing portfolio of clients●Support senior advisors in client meetings and follow-up●Assist in developing customized financial plans and investment strategies●Conduct ongoing account reviews and ensure a high level of client satisfaction●Prepare reports, presentations, and relevant documentation for client meetings●Stay current on market trends, products, and regulatory changesQualifications:●Bachelor’s degree in Finance, Economics, Business, or related field●FINRA Series 7 and 66 licenses●1–3 years of relevant experience in financial services preferred●Strong communication and interpersonal skills●Highly organized, with excellent attention to detail●Proficient in Microsoft Office and CRM software; experience with financial planning tools is a plusWhat We Offer:●Direct mentorship from experienced senior advisors●Opportunity to deepen relationships with an existing client base●A collaborative, professional, and client-first work culture●Competitive compensation and benefits packageLocation:This position is based in our San Jose, CA office. Candidates must be comfortable working on-site.