Financial Advisor

Dollar Bank; North Olmsted (OH); On-site; USD 60,000 - 90,000; Full time

Job summary

Dollar Bank, based in Pittsburgh, is seeking a dedicated financial advisor for its west territory in Ohio. This position offers the chance to work with a new customer base and provide discretionary investment guidance to both businesses and individuals.

The successful candidate will be responsible for managing a diverse portfolio and developing long-term relationships with clients, emphasizing sound financial advice across various investment options.

Ideal applicants should possess an entrepreneurial mindset, three years of relevant sales experience, and must be fully licensed to practice.

Qualifications

• At least three years of experience selling mutual fund, life insurance, stocks, and bonds.
• Valid driver’s license and access to a reliable vehicle.
• Fully licensed: FINRA 7, 66 (65 & 63 or CFP) and Life/Health.

Responsibilities

• Conduct outgoing calls to assigned accounts and leads.
• Develop lead generation through centers of influence.
• Provide financial planning services including brokerage and advisory.
• Maintain effective relationships with all Cetera financial services personnel.

Skills

Interpersonal skills

Time management

Organizational skills

Sales experience

Education

Bachelor’s degree or commensurate experience

Tools

Microsoft Word

Job description

Dollar Bank, Pittsburgh’s oldest financial institution, is hiring for a financial advisor in our west territory of Ohio.

You will have the opportunity to work with an untouched customer base that has untapped referral potential!

You will be responsible for providing discretionary investment guidance for businesses and individuals and providing sound advice and analysis on a variety of investments, including individual equities and fixed income instruments, managed accounts, commodities, and alternative investments, among others.

You will build and maintain long‑term relationships with a portfolio of financially successful clients.

Successful candidates in this role possess an entrepreneurial mindset and are involved with extensive client management and development, new client prospecting and financial consultancy.

Qualifications

• Bachelor’s degree or commensurate experience.
• Three years of experience selling mutual fund products, life insurance products, stocks and bonds.
• Valid driver’s license and access to a reliable vehicle.
• Strong interpersonal skills.
• Strong time management and organizational skills.
• Ability to prioritize and manage multiple projects.
• Functional familiarity with all aspects of Windows applications and navigation as well as competency with Microsoft Word.
• Fully licensed: FINRA 7, 66 (65 & 63 or CFP) and Life/Health.

Principal Activities and Duties

Conduct outgoing calls to assigned accounts/leads from Dollar Bank personnel, set appointments, and make presentations.

Develop and maintain lead generation through centers of influence to promote Dollar Bank’s core values and increase book of business.

Provide a full array of financial planning for clients, depending on their needs, to include both brokerage and advisory services, inclusive of mutual fund products, life insurance products, stocks, bonds, and investment CDs and other investments as appropriate.

Maintain effective relationships with all Cetera financial services personnel.

Conduct training and sales meetings with assigned partnerships.

Stay current and up‑to‑date on products and tax laws affecting customers’ finances.

Evaluate customer current and future needs through a thorough review of their current life’s situation and develop a plan for each customer, as appropriate.

Ensure in all cases product/risk suitability for each customer.

Meet goals established for production, outbound calls, cross referrals, etc. and report progress.

Maintain a strong closing ratio from prospect to sale.

Keep well informed of the competitor environment.

Complete and file all necessary paperwork.

Comply with all rules, regulations and policies of Dollar Bank, Cetera, all state and federal securities regulators, and self‑regulatory organizations.

Maintain files in accordance with Cetera guidelines, FINRA, SEC, insurance department and regulatory authorities.

All employees have the responsibility and the accountability to serve as risk managers for their businesses by understanding, reporting, responding to, managing, and monitoring the risk they encounter daily as required by Dollar Bank’s risk management program.

Compliance with regulatory laws and company procedures is a required component of all position descriptions.