Priority Financial Group · 1 day ago
Financial Advisor
San Jose, CA
Contract
Hybrid
Entry, Mid Level
2+ years expPriority Financial Group is seeking a high-quality, driven, and energetic Financial Advisor to work with one of their top credit union partners. The role involves enhancing member and client relationships by providing holistic planning advice through the sale of Investment, Insurance, and Estate Planning products and services.
CreditFinancial ServicesWealth Management
Hiring Manager
Michael Bryant, SHRM-CP
Responsibilities
Leverage fee-based financial planning tools to help clients reach their personal, education, business, retirement, and estate planning goals
Conduct Investment, Insurance, and Estate Planning sales with assigned Members
Provide Financial Education services to Credit Union Members
Achieve activity and sales goals as agreed upon
Conduct prospective client interview, implement the client’s financial plan, and provide servicing appointments with commitment to client satisfaction
Perform pro-active prospecting activities to Credit Union members and also outside of the credit union in order to introduce new member relationships
Maintain and document, via Salesforce, regular client annual review meetings to enhance client relationships and to identify additional sales opportunities i.e.: Insurance, Estate Planning, and Financial Planning
Utilize all technology and fact-finding profile forms as required for compliance review including Salesforce
Perform all related job duties and office operations in accordance to established Credit Union and broker dealer policies and procedures
Follow credit union policies for compliance with all laws and regulations, specifically, but not limited to, the Bank Secrecy Act, Security Policies and Confidentiality Policies
Adhere to company policy and procedure, complete annual compliance training, comply with business continuity and vendor management policy. These are crucial to the success of the organization and have regulatory compliance and/or safety and soundness for the sustainability of the credit union
Qualification
Required
Bachelor's Degree (BS) from a four-year College or University: or associate degree (AAS) from two-year College or equivalent job experience
Possess valid FINRA and State Insurance licensing certifications (Series 7, Series 65 or 66, and Life and Health Insurance)
Need two or more years of experience in related financial planning/sales field, or equivalent combination of education and experience
Possess a clean credit and U-4 CRD history
Excellent organizational and time management skills
Ability to work independently and consistently with minimal or no direction and proactively demonstrates initiative
Excellent interpersonal/communication skills
Pays close attention to detail with a high degree of accuracy
Excellent grammar skills to initiate, interpret, and compose documents
Basic math skills
Maintains high level of confidentiality
Excellent decision-making/problem solving skills relating to highly diversified, complex financial planning issues
Utilizes computer, general office equipment adeptly
Preferred
Certified Financial Planner designation preferred. Credentials recommended
Company
Priority Financial Group
Priority Financial Group is a financial advisory firm that offers wealth management, investment planning, and credit development services.
11-50 employees
Funding
Current Stage
Early StageLeadership Team
Mike Prior
Chief Executive Officer
Recent News
2025-12-04
2025-05-30
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