Financial Advisor

Cetera Financial Group; Port Orchard (WA); On-site; USD 54,000 - 66,000; Full time

Job summary

A financial services company is looking for motivated Financial Advisors to engage with clients and assist in meeting their investment goals. The role emphasizes building relationships and enhancing customer satisfaction while providing advice on wealth management products. With a base salary of $60,000 plus incentives, candidates should have a State Life & Health Insurance License and at least 2 years of relevant experience. This position offers the chance to grow in the finance and insurance industry.

Qualifications

• Must possess a State Life & Health Insurance License for the applying state.
• 2 years of experience in finance, insurance, and/or banking is required.

Responsibilities

• Meet with customers to determine their investment planning goals.
• Develop a client base for wealth management products.
• Advise customers on investment product advantages and risks.
• Maintain necessary licenses and complete mandatory training.

Skills

Strong sales and marketing skills

Business development

Customer service

Education

High School Diploma or equivalent

Job description

Please Note: This opportunity is not a direct position with Cetera Financial Group. Accepted applicants will become affiliated with Cetera Investment Services LLC (marketed as Cetera Financial Institutions or Cetera Investors), a broker-dealer that supports and grows wealth management programs on bank or credit union premises.

There may be multiple openings across various locations, depending on the needs of each bank or credit union. If you are interested in exploring these opportunities, please submit your application today. Our team will review and connect with you to discuss roles that align with your experience and career goals.

Peak FCU

Job Description

Attention finance, insurance, and sales professionals—are you ready to take on a position that challenges your skills and rewards your performance? Cetera Financial Institutions is looking for motivated and capable Financial Advisor with a book of business.

With a strong focus on sales and customer service, the Financial Professional should be a true “people person' who enjoys developing professional and mutually beneficial relationships with a wide variety of customers. Candidates should be self-motivated and driven to exceed expectations in all that they do.

Responsibilities

• The Financial Professional position is responsible for meeting with current and potential credit union customers to help determine the best way to serve those customers’ investment planning goals.
• Get more out of your career with a company that invests in YOUR success – Welcome to Cetera!
• The Financial Professional will proactively develop a client base to which appropriate wealth management products can be sold. Duties will include:
• Collecting and analyzing information regarding the customer risk tolerance, long- and short-term goals, income, assets, investments, and debts; determining which products best meet the customer needs and circumstances
• Advising the customer regarding the advantages, risks, and disadvantages of different products
• Developing internal referral resources to identify customers
• Identifying external prospects and expanding new client relationships
• Identifying cross-sell opportunities, including opportunities to refer customers to other lines of bank representatives through proper customer profiling and needs-based selling
• Understanding and complying with all aspects of bank and Cetera policies and practices, including laws and regulations governing the duties and responsibilities of product sales
• Maintaining all necessary licenses and registrations as required
• Successfully completing all mandatory training in a timely manner
• Maintaining superior and courteous service to promote products and expand customer relationships
• Exceeding customer expectations in terms of accuracy, efficiency, courtesy, and professionalism

What you will have

• 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

What is nice to have

The base annual salary for this role is $60,000, plus a generous incentive compensation package. Base annual salary depends on a wide array of factors, including but not limited to skill set, years and depth of experience, certifications, and location. Base annual salary may also differ significantly due to geography and cost of labor considerations.