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.
With a strong focus on sales and customer service, the Managed Financial Professional should be a true “people person' who enjoys developing professional and mutually beneficial relationships with a wide variety of customers. Candidates should be self-motivated and driven to exceed expectations in all that they do.
What you will do:
The Managed Financial Professional position is responsible for meeting with current and potential bank customers to help determine the best way to serve those customers’ investment planning goals. Get more out of your career with a company that invests in YOUR success – Welcome to Cetera!
The Financial Professional will proactively develop a client base to which appropriate wealth management products can be sold. Duties will include:
• Collecting and analyzing information regarding the customer risk tolerance, long- and short-term goals, income, assets, investments, and debts; determining which products best meet the customer needs and circumstances
• Advising the customer regarding the advantages, risks, and disadvantages of different products
• Developing internal referral resources to identify customers
• Identifying external prospects and expanding new client relationships
• Identifying cross-sell opportunities, including opportunities to refer customers to other lines of bank representatives through proper customer profiling and needs-based selling
• Understanding and complying with all aspects of bank and Cetera policies and practices, including laws and regulations governing the duties and responsibilities of product sales
• Maintaining all necessary licenses and registrations as required
• Successfully completing all mandatory training in a timely manner
• Maintaining superior and courteous service to promote products and expand customer relationships
• Exceeding customer expectations in terms of accuracy, efficiency, courtesy, and professionalism
What you will have:
• FINRA Series 7, 63 (Required)
• State Life & Health Insurance License of state where applying
• Strong sales, marketing, and business development skills
• 2 years of experience in finance, insurance and/or banking
• High School Diploma or equivalent
What is nice to have:
• FINRA Series 65, or 66, preferred
• Bachelor’s degree, preferred
The base annual salary for this role is $60,000, plus a generous incentive compensation package. Base annual salary depends on a wide array of factors, including but not limited to skill set, years and depth of experience, certifications, and location. Base annual salary may also differ significantly due to geography and cost of labor considerations.
#LI-Onsite
Financial Advisor - Provident Savings Bank • Bloomfield, NJ, US
Weichert Financial Services is hiring a Mortgage Loan Advisor - Company Generated Sales (MA-CGS).This position has the flexibility of being Hybrid or Remote depending on location of candidate.The M...[internal_linking.show_more]
Want to apply Read all the information about this position below, then hit the apply button.At Prudential Advisors, we’re not just helping clients plan for their financial goals — we’re developing ...[internal_linking.show_more]
Aspiring Financial Advisor Program Investment Associate.People often ask us what an Investment Associate at Hennion & Walsh does.As an Investment Associate, you will experience a comprehensive 18-m...[internal_linking.show_more]
Financial Advisor Opportunity At Northwestern Mutual.Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their go...[internal_linking.show_more]
The Financial Advisor is a strategic professional who stays abreast of developments within own field and contributes to directional strategy by considering their application in own job and the busi...[internal_linking.show_more]
Citi Private Bank - UHNW Private Banker.Working at Citi is far more than just a job.A career with us means joining a team of more than 230,000 dedicated people from around the globe.At Citi, you'll...[internal_linking.show_more]
At Selective, we don't just insure uniquely, we employ uniqueness.Selective's unique position as both a leading insurance group and an employer of choice is recognized in a wide variety of awards a...[internal_linking.show_more]
Financial Advisor Opportunity At Northwestern Mutual.Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their go...[internal_linking.show_more]
At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve.We are all united in delivering the best experience for our customers.As a Financial Advisor wit...[internal_linking.show_more]
Financial Advisor (Entry-Level).Location: Remote / Hybrid, United States.Salary: $60,000 - $120,000 per year (W-2; Commission-Based Compensation; Residual Income; Performance Bonuses).We are hiring...[internal_linking.show_more]
Wilmington Advisors @ M&T Financial Advisor.Provides advice-based approach to financial solutions for an assigned book of business.Actively solicits new and existing investments and insurance from ...[internal_linking.show_more]
Base Salary + Team Based Production Bonus + Full Benefits + Industry Leading Career Advancement Opportunities + Support.We are seeking a highly motivated, licensed, and client-focused Financial Adv...[internal_linking.show_more]
New Jersey-based Financial Advisor.We are a boutique Financial Investment Firm that.CPA, Financial, Legal) Full Suite of Services under one roof to established professionals who lack access to publ...[internal_linking.show_more]
Hybrid; based in Westfield, NJ.Our client is seeking a Service Advisor to join an established and growing wealth management team in a role designed for someone who wants to deepen their planning an...[internal_linking.show_more]
Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitmen...[internal_linking.show_more]
Weichert Financial Services is hiring a Mortgage Loan Advisor - Company Generated Sales (MA-CGS).This position has the flexibility of being Hybrid or Remote depending on location of candidate.The M...[internal_linking.show_more]
At Huron, we're redefining what a consulting organization can be.We go beyond advice to deliver results that last.We inherit our client's challenges as if they were our own.We help them transform f...[internal_linking.show_more]
Mortgage Loan Advisor - Company Generated Sales (MA-CGS).Weichert Financial Services is hiring a Mortgage Loan Advisor - Company Generated Sales (MA-CGS).This position has the flexibility of being ...[internal_linking.show_more]
