Licensed Financial Sales Consultant Jobs in San Jose, CA | Glassdoor

Licensed Financial Sales Consultant Jobs in San Jose, CA

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  • 2.6
    PHH Mortgage
    San Jose, CA
    may be substituted for outside sales originations experience o Minimum of 5 years of financial services related experiences may… years experience of outside sales originating mortgage loans required o 2 years of mortgage sales, processing, or underwriting…
  • 3.5
    TIAA
    Palo Alto, CA
    Est. Salary $59k-$102k
    Est. Salary $67k-$88k
    How were different: We utilize a consultative, needs-based approach to financial planning and advice. We operate in… relationship management skills, solid financial service product knowledge and proven sales skills. As a Wealth Management…
  • 3.0
    Sales Partnerships
    Easy Apply
    Morgan Hill, CA
    Easy Apply
    awareness in a designated territory. You will use consultative customer service and sales effectiveness techniques to market program… Fortune 100 client that is one of the largest and most respected financial services company in the world. You will be responsible for…
  • 4.3
    CARFAX
    San Jose, CA
    grind and apply today! As a Regional Sales Consultant you will: Manage assigned sales territory to include identifying, cultivating… Join our Winning Team as a Regional Sales Consultant Do you LIVE for the SELL and enjoy being REWARDED? Do you enjoy knowing…
  • 3.1
    4 days ago 4d
    Autoland
    San Jose, CA
    be provided the tools to achieve your financial and personal goals. As a sales consultant you will negotiate on behalf of your… periodically to Regional Sales Meetings and Semi-Annual Corporate meetings. Requirements: 5+ year’s sales experience, preferably…
  • 4.1
    11 days ago 11d
    Adobe
    San Jose, CA
    Est. Salary $57k-$82k
    Est. Salary $62k-$74k
    business units, accounting, tax, legal and financial planning and analysis group. Licensing Programs and Pricing Operations- Adobe… roles in project management, operations, licensing program management and marketing, or sales escalations. The work environment is…
  • 3.5
    12 days ago 12d
    TIAA
    Palo Alto, CA
    How were different: We utilize a consultative, needs-based approach to financial planning and advice. We operate in… relationship management skills, solid financial service product knowledge and proven sales skills. As a Wealth Management…
  • 3.6
    18 days ago 18d
    Edward Jones
    San Jose, CA
    Est. Salary $45k-$90k
    Est. Salary $55k-$74k
    financial consultant, wealth manager, investment banker, financial planner, investment advisor, investment consultant, investment… support to pass your Series 7, Series 66 and insurance licensing exams Financial support during exam study, training and the first…
  • 3.6
    Charles Schwab
    Pleasanton, CA
    clients with an Associate Financial Consultant and/or Financial Consultant for further consultation Our Client Relationship… Series 7 license is required (may be obtained within a 180 day condition of employment) A valid and active Series 63 license is required…
  • 4.5
    Intero Real Estate Services
    Campbell, CA
    A Sales and Purchasing Consultant (Real Estate) is a real estate agent who advises clients throughout the real estate transaction… public. Associated topics: commercial, data, financial analyst ii, financial analyst iv, functions, insights, investment analytics…
  • 3.6
    18 days ago 18d
    Edward Jones
    San Jose, CA
    Est. Salary $45k-$71k
    Est. Salary $49k-$61k
    financial consultant, wealth manager, investment banker, financial planner, investment advisor, investment consultant, investment… support to pass your Series 7, Series 66 and insurance licensing exams Financial support during exam study, training and the first…
  • 3.3
    PHH Corp
    San Jose, CA
    may be substituted for outside sales originations experience o Minimum of 5 years of financial services related experiences may… TRAINING / LICENSING REQUIREMENTS • The position requires compliance with the S.A.F.E. Mortgage Act and state licensing requirements…
  • 3.4
    SolarCity
    Milpitas, CA
    We take a consultative approach to educate customers on the growing solar/clean energy industry. Our Sales Consultants spend much… movement! Job Description Overview SolarCity’s Sales Consultants have the opportunity to educate homeowners to the benefit…
  • Addison Kenway.
    Easy Apply
    Newark, CA
    Easy Apply
    series 66 (63 & 65 in lieu of 66). Insurance license. Certified Financial Planner (CFP) and/or Chartered Retirement Planning… Financial Solutions Advisor (Registered) Newark, California Job # 8727161 Excellent opportunity for a Financial Center Financial…
  • 3.6
    11 days ago 11d
    Edward Jones
    San Jose, CA
    financial consultant, wealth manager, investment banker, financial planner, investment advisor, investment consultant, investment… support to pass your Series 7, Series 66 and insurance licensing exams Financial support during exam study, training and the first…
  • 3.9
    Penn Mutual
    Easy Apply
    Redwood City, CA
    Easy Apply
    you the marketing, sales, and practice-building skills you'll need to build a solid insurance-based financial practice. Unparalleled… ownership and ability to work autonomously Prior sales experience and/or financial internships a plus Bachelor’s degree preferred…
  • 2.7
    AutoNation
    San Jose, CA
    position interacts daily with Customers, Sales Managers, other Sales Associates, Financial Services Managers and Service Associates… successful? The performance of a Sales Associate is measured by achieving: Targeted unit sales and gross profit Targeted Customer…
  • 2.6
    6 days ago 6d
    MICROS Systems
    Redwood City, CA
    Est. Salary $86k-$128k
    Est. Salary $96k-$115k
    Product Development, Product Marketing, Support, Consulting Sales, and License Sales. Provides key input to the Product Development… profitable growth of the practice, operational/financial metrics, quality of consulting delivery, and maintaining customer referenceability…
  • 4.6
    Virtual Financial Group
    San Jose, CA
    Est. Salary $42k-$67k
    Est. Salary $47k-$58k
    North America Virtually. Financial Consultants create customized plans using our proprietary Financial Needs Analysis "FNA" Software… manager & consultant, during which you will gather pertinent information and educate clients about fundamental financial issues…
  • 4.5
    Intero Real Estate
    Santa Clara, CA
    property, then a career as a Consultative Real Estate Agent may be very rewarding. Consultative Real Estate Agents provide information… disputes, and handle paper work between buyers and sellers. The Consultative Real Estate Agent position is best suited to individuals…
  • 3.6
    Edward Jones
    San Jose, CA
    financial consultant, wealth manager, investment banker, financial planner, investment advisor, investment consultant, investment… support to pass your Series 7, Series 66 and insurance licensing exams Financial support during exam study, training and the first…
  • 3.8
    Ernst & Young
    San Jose, CA
    Est. Salary $141k-$207k
    Est. Salary $154k-$183k
    engagement models Consult with appropriate resources on complex accounting issues Participate in sales of new Financial Accounting… clients on complex financial accounting matters Must have a valid US certified public accountant (CPA) license in the US state…
  • 3.4
    HSBC
    Palo Alto, CA
    with Premier Relationship Managers, Financial Advisors, etc. to identify and deliver financial solutions to meet our customers' needs… cross-sell and/or refer HSBC specialists to provide additional financial tools and services to support client needs in pursuit of efforts…
  • 4.1
    11 days ago 11d
    Adobe
    San Jose, CA
    Est. Salary $126k-$178k
    Est. Salary $138k-$164k
    best-in-class consulting engagements • Collaborate with License and Consulting Sales colleagues to position Adobe Consulting for success… and develop a team of best in class consultants and manage performance against financial targets, and contribute to client success…
  • 3.4
    SolarCity
    Milpitas, CA
    We take a consultative approach to educate customers on the growing solar/clean energy industry. Our Sales Consultants spend much… movement! Job Description Overview SolarCity’s Sales Consultants have the opportunity to educate homeowners to the benefit…
  • 3.5
    Loring Ward
    San Jose, CA
    Qualifications Experience 4+ years of sales experience in the financial advisory or asset management business High energy… company in all sales-oriented activities Sales can be made through multichannel, inbound and/or outbound sales activities, including…
  • 3.6
    18 days ago 18d
    Edward Jones
    San Jose, CA
    financial consultant, wealth manager, investment banker, financial planner, investment advisor, investment consultant, investment… support to pass your Series 7, Series 66 and insurance licensing exams Financial support during exam study, training and the first…
  • 12 days ago 12d
    ProEnlist
    Easy Apply
    Scotts Valley, CA
    Easy Apply
    routines to support sales process. Series 7 & 66 (63 & 65 in lieu of 66) required and Insurance licenses desired. CFP or CRCP… Financial Solutions Advisor - Scotts Valley, CA Summary: The primary role of the Financial Center Financial Solutions…
  • 3.5
    AT&T
    Milpitas, CA
    responses to Request for Proposals. Utilizes consultative selling skills to close sales within assigned accounts. Sells in accordance… Overall Purpose: As a direct sales position, this role generates existing and/or new sales to customers for delivery of AT&T…
  • 3.4
    6 days ago 6d
    Oracle
    Redwood City, CA
    Est. Salary $159k-$239k
    Est. Salary $180k-$217k
    Product Development, Product Marketing, Support, Consulting Sales, and License Sales. Provides key input to the Product Development… profitable growth of the practice, operational/financial metrics, quality of consulting delivery, and maintaining customer referenceability…
Job Title Location Employer Salary
Loan Officer - RMR Financial San Jose, CA PHH Mortgage $39k-$96k
Financial Advisor (Wealth Management) Palo Alto, CA TIAA $59k-$102k
Regional Sales Consultant San Jose, CA CARFAX $64k-$116k
Sales Consultant San Jose, CA Autoland $46k-$85k
Financial Analyst Intern San Jose, CA Adobe $57k-$82k
Wealth Management Advisor Palo Alto, CA TIAA $88k-$122k
Financial Consultant San Jose, CA Edward Jones $45k-$90k
Client Relationship Specialist Pleasanton, CA Charles Schwab $60k-$102k
Financial Services San Jose, CA Edward Jones $45k-$71k
Loan Officer - RMR Financial San Jose, CA PHH Corp $38k-$95k
Sales - Financial Solutions Advisor Newark, CA Addison Kenway. $41k-$97k
Financial Advisor San Jose, CA Edward Jones $33k-$80k
Consulting RVP Redwood City, CA MICROS Systems $86k-$128k
Financial Services Sales & Management - Cutting Edge Tools & Resources San Jose, CA Virtual Financial Group $42k-$67k
Outside Sales - Financial Advisor San Jose, CA Edward Jones $33k-$80k
Senior Manager - Financial Accounting Advisory Services San Jose, CA Ernst & Young $141k-$207k
Manager, Consulting San Jose, CA Adobe $126k-$178k
Advisor Development Consultant San Jose, CA Loring Ward $58k-$101k
Investment Consultant San Jose, CA Edward Jones $62k-$88k
Financial Solutions Advisor Scotts Valley, CA ProEnlist $39k-$90k
Sales Executive 1 Acquisition** Milpitas, CA AT&T $51k-$107k
Consulting RVP Redwood City, CA Oracle $159k-$239k
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