Financial Advisor: Build Client Wealth & Plans

Cetera Financial Group; Knoxville (TN); On-site; USD 43,888 - 150,000; Full time

Benefits offered by this job

Paid Vacation/Sick Time

401K with Company Match

Medical, Dental, and Vision Benefits

Disability Benefits

Job summary

Cetera Financial Group is seeking a Financial Advisor in Knoxville, Tennessee. This role involves establishing a portfolio of customers by providing sound financial advice tailored to their goals. The ideal candidate will have a customer-focused approach and relevant experience.

The position requires licenses such as Series 7 and a commitment to maintaining strong client relationships through in-depth financial planning. A flexible benefits package is available, emphasizing individual needs.

Qualifications

• 12 months of related experience in financial advising.
• Must have Series 7 license.
• Series 63 & 65 or Series 66 is required.

Responsibilities

• Establish and maintain relationships with bank customers.
• Provide a broad range of investment solutions.
• Conduct investment performance reviews.

Skills

Customer-focused approach

Expert-level portfolio planning

Investment knowledge

Networking skills

Education

High School Diploma or GED

Job description

Cetera Financial Group is seeking a Financial Advisor in Knoxville, Tennessee. This role involves establishing a portfolio of customers by providing sound financial advice tailored to their goals. The ideal candidate will have a customer-focused approach and relevant experience.

The position requires licenses such as Series 7 and a commitment to maintaining strong client relationships through in-depth financial planning. A flexible benefits package is available, emphasizing individual needs.