Location
Palo Alto
Job Type
Full-time
Posted
July 01, 2026
Job Description
Are you motivated by leading conversations, driving your own income, getting things over the finish line and have a desire to learn, advance, and excel? The Senior Sales Associate reports to the Financial Advisor and is critical in meeting clients’ needs and developing prospects. This position utilizes excellent customer service and problem-solving skills to confidently provide information and education to clients in a timely, efficient, and professional manner.
The ideal candidate will have 2+ years of experience in the financial services industry allowing for a good understanding of broker / dealer operations and financial services industry, including but not limited to: equities, bonds, options, mutual funds, annuities, insurance, and managed accounts.
Location Palo Alto, California
Job Type: Full-time Salaried
Pay: $50,000.00 - $60,000.00 per year Base plus Bonus (Uncapped)
We Offer:
Base Salary, and performance bonuses, 401(k), Hea...
The ideal candidate will have 2+ years of experience in the financial services industry allowing for a good understanding of broker / dealer operations and financial services industry, including but not limited to: equities, bonds, options, mutual funds, annuities, insurance, and managed accounts.
Location Palo Alto, California
Job Type: Full-time Salaried
Pay: $50,000.00 - $60,000.00 per year Base plus Bonus (Uncapped)
We Offer:
Base Salary, and performance bonuses, 401(k), Hea...