Financial Advisor – Investment Planning & Client Growth

Cetera Financial Group; Gadsden (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 looking for a Financial Advisor in Gadsden, Alabama. This full-time role involves establishing a portfolio of bank customers and providing investment solutions tailored to their financial goals. The ideal candidate should possess a customer-centric approach and have prior banking or financial advisory experience.

The position offers base compensation alongside a commission incentive plan and a comprehensive benefits package including health insurance, 401K match, and paid time off.

Qualifications

• Must have six months of related experience.
• Life Insurance License to be obtained within 60 days from employment start date.

Responsibilities

• Provides investment solutions to meet customer goals.
• Identifies opportunities to establish customer relationships.
• Builds and maintains a strong client network.
• Conducts investment performance reviews.
• Keeps junior staff informed about products.

Education

High School Diploma or GED

Series 7

Series 63 & 65 or Series 66

Life Insurance License

Job description

Cetera Financial Group is looking for a Financial Advisor in Gadsden, Alabama. This full-time role involves establishing a portfolio of bank customers and providing investment solutions tailored to their financial goals. The ideal candidate should possess a customer-centric approach and have prior banking or financial advisory experience.

The position offers base compensation alongside a commission incentive plan and a comprehensive benefits package including health insurance, 401K match, and paid time off.