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This Financial Advisor position is located within a bank branch. The Financial Advisor is responsible for providing financial planning, financial advice and investment management to serve the needs of the Banks consumer and business customers. The Financial Advisor assesses the customers investment portfolio, financial objectives, and provides guidance to the customer on successfully achieving those objectives. Please note: Applicants must hold a current FINRA Series 7 and 63 in order to be considered.
With a strong focus on sales and customer service, the Financial Advisor 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. Additional requirements of the Financial Advisor include:
FINRA Series 7 and 63 (Required)
FINRA Series 65, or 66, preferred or willing to obtain shortly after hire
State Life & Health Insurance license of state where applying
Strong sales, marketing, and business development skills
The desire and intrinsic motivation to meet or exceed goals
Over two years of related sales experience and/or financial services experience. Experience within financial institutions is preferred.
Exceptional interpersonal and relationship building skills
Effective in a variety of formal presentation settings: one-on-one, small and large groups, and with various levels of constituents within the bank
Bachelors degree or equivalent in accounting, finance, or related field of study
Completion, and approval of, pre-hire process, including FINRA, criminal and credit background check
Bilingual Requirement: English and Cantonese and/or Mandarin
Education and Training Cetera Financial Institutions is a marketing name of Cetera
Investment Services LLC, member FINRA/SIPC. Cetera Financial Institutions is nationally recognized as a self-clearing broker-dealer and insurance agency serving the clients of nearly 350 institutions with assets ranging from $15 million to $13 billion. Cetera Financial Institutions is part of Cetera Financial Group, the second-largest independent financial advisor network in the nation by number of advisors.
At Cetera, we continue to build on our strong reputation that is more than 30 years in the making. As a member of our organization, youll have access to:
Award-winning wealth management and advisory platforms, comprehensive broker-dealer and registered investment adviser services, practice management support and innovative technology
Our advisor orientation and training provides you an overview of all the tools and services available
In-person, online, and self-guided training on the breadth of our SmartWorks technology platform
Access to dedicated sales support teams
A clear transition plan and timeline so you know what to expect, and when
Assistance with account transfers and paperwork, and frequent updates on their status
An introduction to our vast marketing resources, so you can start using them with current and prospective clients and much more!