Bank-Based Financial Advisor, Wealth Management

Cetera Financial Group; State College (Centre County); On-site; USD 40,000 - 60,000; Full time

Job summary

A financial services firm in State College, PA seeks a dedicated individual for client relationship management and investment product sales. This role involves managing established clients, pursuing new opportunities, and ensuring compliance with financial regulations. The ideal candidate will have a high school diploma, 3+ years of relevant experience, and relevant licenses including FINRA Series 7, 63 & 65 or S66. The firm emphasizes excellent communication and organizational skills in a regulatory-compliant environment.

Qualifications

• 3+ years of experience in a related field.
• Licensure in Life/Health and FINRA Series 7, 63 & 65 or S66 is required.

Responsibilities

• Manages and services existing clients and Bank customers.
• Builds stronger customer relationships by understanding individual financial needs.
• Acquires new clients through internal referrals and external sources.
• Maintains all client files and regulatory compliance.

Skills

Excellent communication skills, both written and verbal

Excellent organizational skills

Analytical skills

Interpersonal skills

Ability to use a personal computer

MS Word - Basic Level

MS PowerPoint - Basic Level

Education

High School or GED

Job description

A financial services firm in State College, PA seeks a dedicated individual for client relationship management and investment product sales. This role involves managing established clients, pursuing new opportunities, and ensuring compliance with financial regulations. The ideal candidate will have a high school diploma, 3+ years of relevant experience, and relevant licenses including FINRA Series 7, 63 & 65 or S66. The firm emphasizes excellent communication and organizational skills in a regulatory-compliant environment.