Associate Financial Advisor — Grow Clients & Services

Cetera Financial Group; Saint Cloud (MN); On-site; USD 55,000 - 75,000; Full time

Benefits offered by this job

Health insurance

Paid time off

401(k) matching

Parental leave

Employee wellness benefits

Job summary

Cetera Financial Group is seeking an Associate Financial Professional in Minnesota to support a team of veteran Advisors and deepen relationships with a large, existing customer base. You will help tailor investment products and financial services to clients and thrive in a service- and sales-driven environment.

The role emphasizes customer engagement, compliance with industry regulations, and ongoing training to maintain licenses while expanding client relationships across Cetera’s product

Qualifications

• FINRA Series 6 or 7 required.
• State Life & Health Insurance License required.
• 1+ years sales, marketing, and business development skills.
• 1+ years of experience with investments, insurance and/or advisory relationships.

Responsibilities

• Collect and analyze customer risk tolerance, goals, income, assets, investments, and debts to determine best products for the customer.
• Advise customers on advantages, risks, and disadvantages of investment opportunities.
• Develop internal referral resources to identify existing customers.
• Understand and comply with Cetera policies and laws governing product sales.
• Maintain licenses and registrations as required.
• Complete mandatory training in a timely manner.
• Provide superior, courteous service to promote Cetera and expand customer relationships.
• Exceed customer expectations in accuracy, efficiency, courtesy, and professionalism.

Skills

FINRA Series 6/7

Life & Health license

Sales experience

Investments knowledge

Education

College degree preferred

Job description

Cetera Financial Group is seeking an Associate Financial Professional in Minnesota to support a team of veteran Advisors and deepen relationships with a large, existing customer base. You will help tailor investment products and financial services to clients and thrive in a service- and sales-driven environment.

The role emphasizes customer engagement, compliance with industry regulations, and ongoing training to maintain licenses while expanding client relationships across Cetera’s product