Cetera Financial Group
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Financial Professional
role at
Cetera Financial Group
Attention finance, insurance, and sales professionals—are you ready to take on a position that challenges your skills and rewards your performance? Cetera Financial Institutions is looking for motivated and capable individuals to fill the role of a Managed Financial Professional.
Job Responsibilities
The Managed Financial Professional will meet with current and potential bank customers to help determine the best investment planning solutions. Responsibilities include:
Developing a client base for wealth management product sales
Assessing customer risk tolerance, goals, income, assets, investments, and debts to recommend suitable products
Advising customers on product advantages, risks, and disadvantages
Developing internal and external referral networks
Identifying cross-sell opportunities and referring customers to other bank services
Ensuring compliance with bank and Cetera policies, laws, and regulations
Maintaining necessary licenses and completing mandatory training
Providing superior customer service to promote products and grow relationships
Exceeding customer expectations in professionalism, accuracy, and courtesy
Qualifications
FINRA Series 7, 63 licenses (required)
State Life & Health Insurance License
At least 2 years in finance, insurance, or banking
High School Diploma or equivalent
Preferred Qualifications
FINRA Series 65 or 66 (preferred)
Bachelor’s degree (preferred)
Benefits
Health, dental, vision, and life insurance
Mental health benefits
Paid time off, holidays, and wellness days
401(k) plan with company match
Paid parental leave
Health Savings and Flexible Spending Accounts
Employee Assistance Program, LifeLock, Pet Insurance, and more
About Cetera Financial Group
Cetera Financial Group is a leading network of independent retail broker-dealers providing objective financial advice nationwide through trusted advisors and financial institutions. We support our advisors with advanced platforms, comprehensive services, and innovative technology.
We are committed to equal employment opportunity and do not discriminate based on race, color, religion, gender, age, disability, or any other protected class.
This recruitment is managed directly by Cetera’s Talent Acquisition team. We respect our agency partners and will contact them only if additional talent options are needed.
#J-18808-Ljbffr
Financial Professional
role at
Cetera Financial Group
Attention finance, insurance, and sales professionals—are you ready to take on a position that challenges your skills and rewards your performance? Cetera Financial Institutions is looking for motivated and capable individuals to fill the role of a Managed Financial Professional.
Job Responsibilities
The Managed Financial Professional will meet with current and potential bank customers to help determine the best investment planning solutions. Responsibilities include:
Developing a client base for wealth management product sales
Assessing customer risk tolerance, goals, income, assets, investments, and debts to recommend suitable products
Advising customers on product advantages, risks, and disadvantages
Developing internal and external referral networks
Identifying cross-sell opportunities and referring customers to other bank services
Ensuring compliance with bank and Cetera policies, laws, and regulations
Maintaining necessary licenses and completing mandatory training
Providing superior customer service to promote products and grow relationships
Exceeding customer expectations in professionalism, accuracy, and courtesy
Qualifications
FINRA Series 7, 63 licenses (required)
State Life & Health Insurance License
At least 2 years in finance, insurance, or banking
High School Diploma or equivalent
Preferred Qualifications
FINRA Series 65 or 66 (preferred)
Bachelor’s degree (preferred)
Benefits
Health, dental, vision, and life insurance
Mental health benefits
Paid time off, holidays, and wellness days
401(k) plan with company match
Paid parental leave
Health Savings and Flexible Spending Accounts
Employee Assistance Program, LifeLock, Pet Insurance, and more
About Cetera Financial Group
Cetera Financial Group is a leading network of independent retail broker-dealers providing objective financial advice nationwide through trusted advisors and financial institutions. We support our advisors with advanced platforms, comprehensive services, and innovative technology.
We are committed to equal employment opportunity and do not discriminate based on race, color, religion, gender, age, disability, or any other protected class.
This recruitment is managed directly by Cetera’s Talent Acquisition team. We respect our agency partners and will contact them only if additional talent options are needed.
#J-18808-Ljbffr