Financial Advisor: Portfolio Planning with Commission

Cetera Financial Group; Atlanta (GA); On-site; USD 44,000 - 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

Regions is seeking a Financial Advisor to establish and manage a client portfolio with goal-based planning and investment guidance. The role emphasizes a customer-focused, partnership-centric approach and relies on Cetera Investment Services for broker-dealer support and resources.

The position offers a base salary plus variable compensation with a broad earnings range and requires industry licenses within weeks of employment.

Qualifications

• High School Diploma or GED is required.
• Six months of related experience is preferred.
• Active Series 7 license is required.
• Series 63 & 65 or Series 66 licenses are required or in process.
• Life Insurance license must be obtained within 60 days from start date.

Responsibilities

• Provide a broad range of investment solutions and guidance.
• Identify and follow up on opportunities to build client relationships.
• Build and maintain a strong client network and pipeline.
• Demonstrate portfolio planning skills and investment knowledge.
• Conduct performance and relationship reviews.
• Keep junior staff informed about products and opportunities.
• Adhere to compliance requirements and industry protocols.

Skills

Customer-focused

Relationship building

Financial planning

Education

High School Diploma or GED

Job description

Regions is seeking a Financial Advisor to establish and manage a client portfolio with goal-based planning and investment guidance. The role emphasizes a customer-focused, partnership-centric approach and relies on Cetera Investment Services for broker-dealer support and resources.

The position offers a base salary plus variable compensation with a broad earnings range and requires industry licenses within weeks of employment.