Banking Financial Advisor – Wealth Planning & Sales Expert

Cetera Financial Group; Springfield (NJ); On-site; USD 45,000 - 88,000; Full time

Job summary

Cetera Financial Group, affiliated with Cetera Investment Services LLC, is seeking a VP Financial Advisor to support Kearny Bank clients in a multi-location footprint in New Jersey. The role emphasizes evaluating client needs, financial planning, and delivering investment solutions through the bank’s broker-dealer relationship.

The position requires building referral networks, meeting sales goals, and training staff on investment programs while maintaining regulatory compliance and excellent

Qualifications

• Minimum 5 years’ experience in banking or a financial institution.
• Licensing Requirements: FINRA Series 7, 63 and 66 or 65, State Insurance License.
• Ability to meet/exceed client experience needs.
• Knowledge of bank’s products, services, sweep accounts, concept & Techniques and cash management services.
• Proven sales ability with strong track record of past investment sales success.
• This position requires a willingness to travel to other locations, as well as adapt to various schedule changes that include some evenings and weekends.

Responsibilities

• Takes active role in sales activities, coordinating platform sales staff in branches and assisting team members as needed.
• Develops and maintains a network of inside and outside referral sources to produce investment referrals and cross-sell opportunities.
• Maintains regular communication within the sales team, branches and external contacts to ensure information exchange and alignment.
• Provides financial advice, planning support and access to products through our broker-dealer relationship.
• Meets sales goals established by management and offers subject-matter expertise on sales techniques and product availability.
• Provides training on the Investment Program to non-licensed staff and mentors employees across the territory.

Skills

Sales experience

Regulatory knowledge

Relationship building

Cross-selling

Communication skills

Travel willingness

Tools

Microsoft Excel

Word

Access

Outlook

Job description

Cetera Financial Group, affiliated with Cetera Investment Services LLC, is seeking a VP Financial Advisor to support Kearny Bank clients in a multi-location footprint in New Jersey. The role emphasizes evaluating client needs, financial planning, and delivering investment solutions through the bank’s broker-dealer relationship.

The position requires building referral networks, meeting sales goals, and training staff on investment programs while maintaining regulatory compliance and excellent