Financial Advisor: Build Portfolios & Client Relationships

Cetera Financial Group; Tuscaloosa (AL); 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

Health Savings Account

Flexible Spending Account

Life Insurance

Employee Assistance Program

Job summary

Cetera Financial Group is seeking a full-time Financial Advisor in Tuscaloosa, Alabama. The role emphasizes establishing a portfolio of bank customers to meet their financial objectives through sound advice and guidance. Candidates must have strong investment knowledge and customer-focused experience, with relevant licenses such as Series 7.

Compensation includes base pay and performance-based incentives, with total earning potential ranging from $43,888 to $150,000+. Comprehensive benefits are also offered, including medical, dental, and a 401K plan.

Qualifications

• Six months of related experience required.
• Possess Series 7, Series 63 & 65 or Series 66 licensing.
• Hold a Life Insurance License.

Responsibilities

• Establish customer relationships through investment solutions.
• Conduct investment performance and relationship reviews.
• Adhere to compliance requirements.

Skills

Customer-focused approach

Portfolio planning skills

Investment knowledge

Networking

Education

High School Diploma or GED

Tools

Series 7

Series 63 & 65 or Series 66

Life Insurance License

Job description

Cetera Financial Group is seeking a full-time Financial Advisor in Tuscaloosa, Alabama. The role emphasizes establishing a portfolio of bank customers to meet their financial objectives through sound advice and guidance. Candidates must have strong investment knowledge and customer-focused experience, with relevant licenses such as Series 7.

Compensation includes base pay and performance-based incentives, with total earning potential ranging from $43,888 to $150,000+. Comprehensive benefits are also offered, including medical, dental, and a 401K plan.