Financial Advisor

Cetera Financial Group; Sallisaw (OK); On-site; Full time

Benefits offered by this job

Outstanding income potential

Scheduling flexibility

Best-in-class training

Job summary

A financial services company is seeking a motivated Financial Advisor in Sallisaw, Oklahoma. The role involves meeting with clients to discuss investment planning and developing a client base for wealth management products. Ideal candidates will have a State Life & Health Insurance License and prior experience in finance or banking. You will be supported with extensive training and resources, enhancing your potential for success while prioritizing customer relationships.

Qualifications

• Must have a State Life & Health Insurance License.
• 2 years of experience in finance, insurance, and/or banking required.

Responsibilities

• Meet with bank customers to assess investment needs.
• Develop a client base for wealth management products.
• Understand and comply with bank and regulatory policies.

Skills

Sales skills

Customer service

Relationship building

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.

First National Bank of Fort Smith

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 individuals to fill the role of a Financial Advisor.

With a strong focus on sales and customer service, the Financial Advisor 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.

What you will do:

The Financial Advisor position is responsible for meeting with current and potential bank 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 Advisor 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

Cetera is nationally recognized as a self-clearing broker-dealer, registered investment adviser, and insurance agency serving the clients of nearly 500 institutions with assets ranging from $15 million to $13 billion nationwide. At Cetera, we’re committed to helping you reach your goals – both professionally and personally. From outstanding income potential and scheduling flexibility to round-the-clock support and best-in-class training, the Cetera team continues to build on a reputation for success that is more than 30 years in the making. As a member of our organization, you’ll have access to:

• A clear transition plan and timeline so you know what to expect, and when
• Our orientation course to give you an overview of all the tools and services available to you
• Assistance with account transfers and paperwork, and frequent updates on their status
• Help with communications to your current clients about your transition
• In-person, online, and self-guided training on the breadth of our AdviceWorks technology platform
• New business cards, stationery, and email address
• An introduction to our vast marketing resources, so you can start using them with current and prospective clients

• If you are interested in this position, please attach a copy of your resume with your application.