Financial Advisor
JBA InternationalSan Rafael, California, United States
Posted August 12, 2025
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Full Time
About the Company
JBA International, founded by two software engineers more than 35 years ago, specializes in talent acquisition, staff augmentation, and consulting across diverse sectors such as insurance, banking, legal, defense, entertainment, and telecommunications. The firm partners with businesses to design and implement digital transformation initiatives, automate operations, and build high‑performing teams that drive the future of work. JBA distinguishes itself by treating each engagement as a project, offering end‑to‑end solutions from talent sourcing to business coaching, and leveraging deep industry expertise to connect the right talent with the right opportunities. With a focus on innovation, automation, and workforce strategy, JBA International provides a comprehensive platform for companies seeking to stay ahead in a rapidly evolving digital landscape.
Job Description
Provide exceptional customer service, sell investment products, and administer transactions within regulatory organizations and credit union procedures.
Requirements
- Exceptional customer service skills
- Ability to sell investment products
- Knowledge of regulatory organizations and credit union procedures
- Research and problem-solving skills