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

72 Jobs

  • 3.8
    Edward Jones – San Jose, CA
    17 days ago 17d
    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
    Fidelity Investments – San Jose, CA
    9 days ago 9d
    executive’s financial well-being How Your Work Impacts the Organization The Executive Planning Consultant provides… years minimum of experience with face-to-face investment sales and financial planning Ability to travel up to 50> The Purpose…
  • 3.8
    Starbucks – San Jose, CA
    NEW
    tobeapartner As a Licensed Store District Manager you enjoy the journey of providing consultative support and service to… and business results. Elevate your Leadership: Consults with the Licensed Store management team to deliver legendary customer…
  • 3.6
    Charles Schwab – Pleasanton, CA
    NEW
    environment for outstanding financial rewards, consider a career as an Associate FinancialConsultant at Charles Schwab. To learn… component of Schwab’s business strategy. The Associate FinancialConsultant will pursue this mission through: Proactive outbound…
  • 3.5
    Wells Fargo – San Jose, CA
    24 days ago 24d
    Required Qualifications 1+ year of sales experience in financial services, outside sales experience, or a combination of both… personal and financial goals through homeownership. We have an immediate opening for a Home Mortgage Consultant (HMC). This…
  • 3.6
    The Irvine Company – San Jose, CA
    $32k-$50k(Glassdoor est.)
    NEW
    demonstrating the value in our communities. Using the salesconsultative approach, evaluate the needs of our customers while communicating… generating traffic. Demonstrates a strong sales performance through consistently meeting weekly sales expectations and delivering a world…
  • 3.5
    Bank of America – San Jose, CA
    $49k-$104k(Glassdoor est.)
    4 days ago 4d
    Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRCP) Designations desired. Insurance licenses desired… routines to support sales process. Series 7 & 66 (63 & 65 in lieu of 66) required and Insurance licenses desired. CFP or CRCP…
  • 3.5
    Wells Fargo – San Jose, CA
    24 days ago 24d
    Required Qualifications 1+ year of sales experience in financial services, outside sales experience, or a combination of both… personal and financial goals through homeownership. We have an immediate opening for a Home Mortgage Consultant (HMC). This…
  • 4.3
    American Advisors Group – San Jose, CA
    6 days ago 6d
    company and/or Sales Manager. What we can offer you: Training: Paid training to obtain NMLS and State licenses KickStart… new business. True Prospecting, Sales Presentations, Closing. Ability to pass NMLS licensing test. Ability to effectively and…
  • 3.4
    Cox Automotive – San Jose, CA
    20 days ago 20d
    pipeline of opportunities at all points in the sales cycle. Establish a consultative selling strategy to identify customer needs… next step in your sales career? Cox Automotive is seeking a dynamic, competitive and energetic Outside Sales Territory Manager…
  • 3.5
    IBM – San Jose, CA
    11 days ago 11d
    Technical and Professional Experience Drivers License 2+ years of consulting &/or relevant work exp in one of the following… will you do as an IBM Cognitive Engineer Consultant? We offer exceptional consulting opportunities to work with some of the brightest…
  • 3.4
    TiVo – San Jose, CA
    15 days ago 15d
    and big data solution sales in this channel. The candidate should have experience with Solution/Consultative Selling and understand… entertainment, join us today. The Senior Sales Director will be responsible to drive the sale of TiVos product and intellectual property…
  • 4.0
    Alexander Ash – San Jose, CA
    30+ days ago 30d+
    FinancialConsultants are responsible and accountable for building productive relationships with firms Mass Affluent investor… branch as well as outbound phone sale opportunities Requirements: 5 + years of direct sales experience working with high net…
  • 3.0
    United Auto Credit – San Jose, CA
    NEW
    o Acting as a consultant/partner to F&I Managers to ensure maximum profitability for dealership through the sale of UAC products… challenging sales role with a proven track record of success. Previous experience in auto finance, dealership or financial services…
  • 3.5
    Bank of America – San Jose, CA
    16 days ago 16d
    Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRCP) Designations desired. Insurance licenses desired… routines to support sales process. Series 7 & 66 (63 & 65 in lieu of 66) required and Insurance licenses desired. CFP or CRCP…
  • 3.5
    IBM – San Jose, CA
    18 days ago 18d
    reach a consultative level of sell with the customer. Quote prices and credit terms, generates proposals, and prepares sales contracts… lines North America Field Sales. In addition, will have personal sales responsibility for Eye Care sales in assigned National Accounts…
  • 3.5
    Bank of America – Santa Clara, CA
    $49k-$104k(Glassdoor est.)
    NEW
    Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRCP) Designations desired. Insurance licenses desired… routines to support sales process. Series 7 & 66 (63 & 65 in lieu of 66) required and Insurance licenses desired. CFP or CRCP…
  • 3.3
    Taos – San Jose, CA
    8 days ago 8d
    competency with sales process and tools (e.g. Challenger Sales, Miller-Heiman, etc.) Certificates & Licenses Cloud certification… Google. We are a AWS Premier consulting partner, Microsoft Silver Partner and Google Premier consulting partner. We take great pride…
  • 3.4
    Aflac – San Jose, CA
    NEW
    investments. Our Benefit Consultants & Leaders experience the following: · Most consultants make between 55k-70k during… never been a better time to join Aflac! In our Benefit Consultant & Leadership Positions, your general Job Responsibilities…
  • 3.8
    Grant Thornton – San Jose, CA
    $101k-$171k(Glassdoor est.)
    17 days ago 17d
    Business Consulting & Technology transforms value. Our Business Consulting and Technology (BC&T) practice consists of Financial Management… and focus it takes to be a leader. Financial Management Senior Manager - Business Consulting & Technology Grant Thornton’…
  • 3.5
    New York Life Insurance Company – San Jose, CA
    11 days ago 11d
    where you compete with your own employees!), sales development manager, product consultant, and home office opportunities in recruiting… mission is to provide financial security and peace of mind through our insurance, annuity and financial products and services.…
  • 3.5
    Wells Fargo – Santa Clara, CA
    24 days ago 24d
    Required Qualifications 1+ year of sales experience in financial services, outside sales experience, or a combination of both… personal and financial goals through homeownership. We have an immediate opening for a Home Mortgage Consultant (HMC). This…
  • 3.1
    Dyson – San Jose, CA
    $31k-$42k(Glassdoor est.)
    NEW
    delivering, retail cashier, retail customer service, retail salesconsultant, service representative, shop, store associate, venta… level of performance to the sales goal of assigned territory Deliver exemplary support and drives sales Support Brand Focus Days…
  • 3.4
    Allstate – San Jose, CA
    16 days ago 16d
    selection and consulting to increase sales, generate profitable premium growth and increase market share in the Financial Services… 5 years in Territory Sales Leadership strongly preferred Property & Casualty/Financial Services sales experience strongly preferred…
  • 3.5
    TIAA – Palo Alto, CA
    6 days ago 6d
    issues Experience utilizing the ConsultativeSales Process to understand a client's financial situation and personal circumstances… proposition. How were different: We utilize a consultative, needs-based approach to financial planning and advice. We operate in a…
  • 3.0
    ADT Security Services – San Jose, CA
    NEW
    strengthening existing customer partnerships. Commercial SalesConsultants specialize in the core to upmarket customer verticals… to business sales; or a Bachelor’s Degree from an accredited college or university. Certificates, Licenses, Registrations…
  • ProEnlist – Scotts Valley, CA
    EASY APPLY
    NEW
    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…
  • 3.6
    Charles Schwab – Sunnyvale, CA
    8 days ago 8d
    to meet their financial needs. In partnership with the Sr. FinancialConsultant (FC), the FinancialConsultant Partner will support… advice with the practice clients of the Sr. FinancialConsultant. The FinancialConsultant Partner will help grow the practice by partnering…
  • 3.0
    ADT Security Services – San Jose, CA
    $33k-$76k(Glassdoor est.)
    11 days ago 11d
    strengthening existing customer partnerships. Commercial SalesConsultants specialize in the core to upmarket customer verticals… business to business sales; or a Bachelor’s Degree from an accredited college or university. Certificates, Licenses, Registrations…
  • 4.3
    SAP – Palo Alto, CA
    Today 4hr
    needs. Support the internal Finance Consulting Practice with pre-sales support, spot consulting and internal projects and commit… Finance Business Processes Consultant, you will facilitate the implementation and support of the SAP Financial Accounting and Managerial…
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