Cetera Financial Group
Financial Advisor
Cetera Financial Group, Hot Springs National Park, Arkansas, United States, 71907
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Please Note:
This opportunity is not a direct position with Cetera Financial Group. Accepted applicants will become affiliated with Cetera Investment Services LLC (marketed as Cetera Financial Institutions or Cetera Investors), a broker-dealer that supports and grows wealth management programs on bank or credit union premises. There may be multiple openings across various locations, depending on the needs of each bank or credit union. If you are interested in exploring these opportunities, please submit your application today. Our team will review and connect with you to discuss roles that align with your experience and career goals. Job Description: At Regions, the Financial Advisor establishes a portfolio of bank customers based on meeting the financial objectives of the customer through sound advice and guidance. This advice will be based on a deep understanding of the customer’s current financial standing and short and long term goals. The ideal candidate is customer-focused and partnership centric with previous branch based Financial Advisor experience. Primary Responsibilities
Provides a broad range of investment solutions and products to help meet customer goals and offer in-depth guidance through Financial Planning services Identifies and follows up on all opportunities to establish customer relationships including prospecting, lead utilization, and local market/community involvement Builds and maintains a strong client network and pipeline Provides and demonstrates expert-level portfolio planning skills and comprehensive industry and investment knowledge Conducts and/or participates in investment performance and relationship reviews Keeps junior level staff informed about investment products and opportunities Adheres to compliance requirements and follows corporate and industry protocols This position is exempt from timekeeping requirements under the Fair Labor Standards act and is not eligible for overtime pay. This position is incentive eligible. Requirements
High School Diploma or GED Six (6) months of related experience Series 7 Series 63 & 65 or Series 66 Life Insurance License must be obtained within 60 days from employment start date Preferences
Certified Financial Planning, Chartered Financial Consultant and Certified Retirement Specialist Two (2) years of Financial Advisory experience Compensation for this role includes base compensation and variable compensation. Associates in this role have total compensation earning potential of $43,888 - $150,000+. Position Type
Full time Incentive Pay Plans
This role is eligible to participate in a commission incentive plan. Employees have the potential to earn commission based on performance against defined metrics and goals. Benefits Information
Paid Vacation/Sick Time 401K with Company Match Medical, Dental and Vision Benefits Disability Benefits Health Savings Account Flexible Spending Account Life Insurance Employee Assistance Program https://www.regions.com/welcometour/benefits.rf Location
Hot Springs, Arkansas Seniority level
Mid-Senior level Employment type
Full-time Job function
Sales, Finance, and Business Development Industries
Financial Services, Banking, and Insurance Agencies and Brokerages Equal Opportunity Employer/including Disabled/Veterans
Job applications at Regions are accepted electronically through our career site for a minimum of five business days from the date of posting. Job postings for higher-volume positions may remain active for longer than the minimum period due to business need and may be closed at any time thereafter at the discretion of the company. Job Seekers with a Disability
Regions is committed to working with and providing reasonable assistance to individuals with physical and mental disabilities. If you are an individual with a disability requiring an accommodation at any point in the application or hiring process, please email your request to EEO.Accommodation@regions.com or leave a voice message at (205) 581-7990. Only requests for a disability based accommodation should be communicated through this central email or telephone number. General employment questions cannot be accepted or processed through this process and will not receive a response.
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This opportunity is not a direct position with Cetera Financial Group. Accepted applicants will become affiliated with Cetera Investment Services LLC (marketed as Cetera Financial Institutions or Cetera Investors), a broker-dealer that supports and grows wealth management programs on bank or credit union premises. There may be multiple openings across various locations, depending on the needs of each bank or credit union. If you are interested in exploring these opportunities, please submit your application today. Our team will review and connect with you to discuss roles that align with your experience and career goals. Job Description: At Regions, the Financial Advisor establishes a portfolio of bank customers based on meeting the financial objectives of the customer through sound advice and guidance. This advice will be based on a deep understanding of the customer’s current financial standing and short and long term goals. The ideal candidate is customer-focused and partnership centric with previous branch based Financial Advisor experience. Primary Responsibilities
Provides a broad range of investment solutions and products to help meet customer goals and offer in-depth guidance through Financial Planning services Identifies and follows up on all opportunities to establish customer relationships including prospecting, lead utilization, and local market/community involvement Builds and maintains a strong client network and pipeline Provides and demonstrates expert-level portfolio planning skills and comprehensive industry and investment knowledge Conducts and/or participates in investment performance and relationship reviews Keeps junior level staff informed about investment products and opportunities Adheres to compliance requirements and follows corporate and industry protocols This position is exempt from timekeeping requirements under the Fair Labor Standards act and is not eligible for overtime pay. This position is incentive eligible. Requirements
High School Diploma or GED Six (6) months of related experience Series 7 Series 63 & 65 or Series 66 Life Insurance License must be obtained within 60 days from employment start date Preferences
Certified Financial Planning, Chartered Financial Consultant and Certified Retirement Specialist Two (2) years of Financial Advisory experience Compensation for this role includes base compensation and variable compensation. Associates in this role have total compensation earning potential of $43,888 - $150,000+. Position Type
Full time Incentive Pay Plans
This role is eligible to participate in a commission incentive plan. Employees have the potential to earn commission based on performance against defined metrics and goals. Benefits Information
Paid Vacation/Sick Time 401K with Company Match Medical, Dental and Vision Benefits Disability Benefits Health Savings Account Flexible Spending Account Life Insurance Employee Assistance Program https://www.regions.com/welcometour/benefits.rf Location
Hot Springs, Arkansas Seniority level
Mid-Senior level Employment type
Full-time Job function
Sales, Finance, and Business Development Industries
Financial Services, Banking, and Insurance Agencies and Brokerages Equal Opportunity Employer/including Disabled/Veterans
Job applications at Regions are accepted electronically through our career site for a minimum of five business days from the date of posting. Job postings for higher-volume positions may remain active for longer than the minimum period due to business need and may be closed at any time thereafter at the discretion of the company. Job Seekers with a Disability
Regions is committed to working with and providing reasonable assistance to individuals with physical and mental disabilities. If you are an individual with a disability requiring an accommodation at any point in the application or hiring process, please email your request to EEO.Accommodation@regions.com or leave a voice message at (205) 581-7990. Only requests for a disability based accommodation should be communicated through this central email or telephone number. General employment questions cannot be accepted or processed through this process and will not receive a response.
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