Financial Planning & Client Growth Specialist

Cetera Financial Group; Kansas City (MO); On-site; USD 65,000 - 90,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

Life insurance

401(k) with company match

Paid time off

Parental leave

Mental health benefits

Job summary

Cetera Financial Group is seeking a Managed Financial Professional to meet with bank customers and help plan investment goals. This role emphasizes sales, customer service and relationship building, with required FINRA licenses and a state life license. Ongoing training and licensing maintenance are part of the job.

The position offers a path for growth within Cetera’s network of financial institutions, along with a comprehensive benefits package and a collaborative, client-focused culture.

Qualifications

• 2 years of experience in finance, insurance and/or banking.
• High School Diploma or equivalent.
• Bachelor’s degree preferred.

Responsibilities

• Meet with bank customers to determine investment planning goals.
• Explain product advantages, risks, and suitability.
• Develop internal referral resources to identify customers.
• Identify external prospects and expand client relationships.
• Cross-sell opportunities and refer customers to other bank reps.
• Maintain licenses and comply with policies and regulations.
• Complete mandatory training and maintain professional service quality.
• Exceed customer expectations in accuracy, efficiency, and courtesy.

Skills

Sales

Marketing

Business development

Customer service

Education

High School Diploma or equivalent

Bachelor’s degree

Job description

Cetera Financial Group is seeking a Managed Financial Professional to meet with bank customers and help plan investment goals. This role emphasizes sales, customer service and relationship building, with required FINRA licenses and a state life license. Ongoing training and licensing maintenance are part of the job.

The position offers a path for growth within Cetera’s network of financial institutions, along with a comprehensive benefits package and a collaborative, client-focused culture.