Financial Advisor Category Location San Rafael, California

JBA International LLC

San Rafael, California, USA
On-site
Provide exceptional customer service
Execute investment trades
Research investment products
JBA International LLC is seeking a Financial Advisor in San Rafael, California, to provide exceptional customer service to clients while facilitating investment product sales and managing administrative functions. The role emphasizes strong communication skills, regulatory compliance, and the ability to work collaboratively within a team

Job Summary

  • Provide exceptional customer service to all Member-clients and assist with questions and resolving problems.
  • Open accounts and execute trades for advisory, mutual funds, stocks, bonds, etc., and research investment products for clients.
  • Complete all transactions within regulatory organizations and credit union procedures, and prepare client mailings/calls.

Matching Summary

Match Score: 75

JBA International LLC is seeking a Financial Advisor in San Rafael, California, to provide exceptional customer service to clients while facilitating investment product sales and managing administrative functions. The role emphasizes strong communication skills, regulatory compliance, and the ability to work collaboratively within a team.

Skills & Requirements

Must-have

  • Provide exceptional customer service
  • Execute investment trades
  • Research investment products
  • Maintain client digital files
  • Adhere to regulatory compliance

Nice-to-have

  • Proactive client communication
  • Team collaboration
  • Continuous learning and development

Key Requirements

  • Obtain additional licenses and education as assigned

Work Rights

Not specified

Tailored Resume

Cover Letter