Financial Advisor

Cetera Investment Services LLC; Washington; On-site; USD 165,000 - 195,000; Full time

Job summary

Cetera Investment Services is seeking a motivated Financial Advisor to provide financial planning, investment management, and establish relationships with clients. The ideal candidate will hold necessary financial licenses and have a proven sales background, aimed at delivering exceptional customer service in the Washington DC area.

Benefits

Outstanding income potential

Scheduling flexibility

Best-in-class training

Support with transition and account management

Qualifications

• 2+ years of experience as producing advisor required.
• Must hold a current FINRA Series 7, 66 or 63/65.
• Strong focus on sales and customer service.

Responsibilities

• Proactively develop a client base for wealth management products.
• Analyze customer risk tolerance and financial objectives.
• Provide financial planning and investment management services.

Skills

Sales

Customer Service

Relationship Management

Financial Planning

Education

Bachelor’s degree preferred

FINRA Series 7, 63 and 65 or FINRA Series 7, 66

Life & Health Insurance license

Job description

5 days ago Be among the first 25 applicants

Direct message the job poster from Cetera Investment Services LLC

Cetera Investment Services is looking for a motivated individual to fill the role of a Financial Advisor for F.N.B Investment Services located at First National Bank in Washington DC. For more information, and to apply online, please scroll down.

The Financial Advisor is responsible for providing financial planning, financial advice and investment management to serve the needs of the bank’s consumer and business customers. The Financial Advisor assesses the customer’s investment portfolio, financial objectives and provides guidance to the customer on successfully achieving those objectives.

PLEASE NOTE: Applicants are required to hold a current FINRA Series 7 and 66 (or 63/65) in order to be considered.

Job Responsibilities

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 existing customers

· Identifying external prospects and building up new client relationships

· Identifying cross-sell opportunities, including opportunities to refer customers to other bank sales 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

Job Requirements

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.

Additional Education and Training requirements of the Financial Advisor include:

· FINRA Series 7, 63 and 65 or FINRA Series 7, 66 (Required)

· Life & Health Insurance license (Required)

· Strong sales, marketing and business development skills

· 2+ years of experience as producing advisor

· Bachelor’s degree preferred

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 40 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.

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance and Sales

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