Client-Centric Wealth Advisor

Cetera Financial Group Inc; Kansas City (MO); On-site; USD 52,000 - 78,000; Full time

Job summary

Cetera Financial Institutions seeks a proactive Managed Financial Professional to meet with bank customers and guide investment planning. You will build a growing client base for wealth management products while assessing needs and risk, explaining options, and maintaining compliance with regulations.

The role emphasizes strong sales, customer service, and ongoing training to expand relationships and drive business growth within the Cetera network.

Qualifications

• 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

Responsibilities

• Meet with current and potential bank customers to assess investment planning goals
• Proactively develop a client base for wealth management products
• Assess customer risk tolerance, goals, income, assets, and debts to recommend products
• Advise customers on advantages, risks, and disadvantages of products
• Identify cross-sell opportunities and referrals to expand relationships
• Comply with bank and Cetera policies and applicable laws/regulations
• Maintain licenses and complete mandatory training
• Provide superior, courteous service and exceed customer expectations

Skills

Sales skills

Marketing

Business development

Client relationship building

Self-motivated

Education

High School Diploma or equivalent

Bachelor’s degree preferred

Job description

Cetera Financial Institutions seeks a proactive Managed Financial Professional to meet with bank customers and guide investment planning. You will build a growing client base for wealth management products while assessing needs and risk, explaining options, and maintaining compliance with regulations.

The role emphasizes strong sales, customer service, and ongoing training to expand relationships and drive business growth within the Cetera network.