Financial Professional, BAR Financial

Cetera Financial Group; Mechanicsburg (Cumberland County); On-site; USD 67,000 - 78,000; Full time

Job summary

Join a leading financial services firm as a Client Service Representative. You will work with clients to provide tailored financial advice and manage their accounts. This role emphasizes building relationships and delivering exceptional customer service. Enjoy a competitive salary and comprehensive benefits, including health insurance, paid time off, and a 401(k) plan with company contributions.

Benefits

Health Insurance

Paid Time Off

401(k) Plan

Parental Leave

Employee Assistance Program

Qualifications

• Minimum of 2 years of financial experience.
• Ability to perform multiple tasks while maintaining good organizational skills.

Responsibilities

• Work with existing clients, answering questions about account balances and withdrawals.
• Provide clients with wealth management and financial planning advice.
• Grow the business through client asset consolidation and referrals.

Skills

Customer Service

Organizational Skills

Interpersonal Skills

Time Management

Education

FINRA Series 7 License

Series 66 License

State Life and Health License

Job description

At Cetera, we embrace a competitive market with tenacity and sincerity, and our sales team embodies this through various channels within our organization. They recognize the immense potential for growth and achievement that lies within our organization, and they strive to exceed expectations by forging meaningful connections with clients, understanding their needs, and providing them with top-notch strategies. Join us to make a difference and leave a lasting impact on the industry. Office locations: Harrisburg, PA or Concord, CA. The expectation will be to come into office on-site.

What you will do:

• Work with existing Cetera clients.
• Assist with a broad range of needs including, but not limited to, answering questions about account balances, how to make withdrawals, transfer funds, find resources, etc.
• Provideclients with wealth management and financial planning advice.
• Grow the business through client asset consolidation, networking, and earning client referrals.

What you will have:

• A valid and active FINRA Series 7 and active Series 66 (63/65) license.
• State life, health, disability, and variable license.
• Minimum of 2 years of financial experience.
• Good customer service skills as well as co-worker relationship skills.
• Ability to perform multiple tasks while maintaining good organizational skills.
• Ability to work under pressure and within time frames.
• Self-motivated and able to perform tasks without supervision.
• Polished and persuasive interpersonal and verbal/written communication skills
• Ability to quickly learn new technology and use a variety of data and systems.
• Strong time management skills and productivity; ability to successfully balance competing priorities.

Compensation:

The base salary for this role is $67,500.00, plus competitive incentive-based variable compensation package. Compensation packages are based on a wide array of factors unique to each candidate, including but not limited to skill set, years and depth of experience, certifications, and specific office location. Compensation ranges may differ in differing locations due to cost of labor considerations.

#LI-Onsite

About Us

What we give you in return:

Not many teams can say that they support people’s dreams coming to life… We happen to do that every day. And as important as we know your career is, we recognize that there’s a whole lot more to life. To ensure that our Employees can make the most of their time outside of working hours, we offer a competitive salary and for full-time roles, a benefits package including:

• Inclusive health, dental, vision and life insurance plans built to support diverse lifestyles, offer preventative care, and protect against hardship.
• Easy access to mental health benefits to meet our team members and their families where they are.
• 20+ days of paid time off (PTO), paid holidays, and 2 paid wellness days to give our employees the time they need to stay close with their loved ones, recharge, and give back to their communities.
• 401(k) Savings plan with a generous company contribution (up to 5%), and access to a financial professional to offer our employees the opportunity to plan-ahead for a strong financial future well beyond their working years.
• Paid parental leave to support all team members with birth, adoption, and foster.
• Health Savings and Flexible Spending Account options to help you save money on healthcare, daycare, commuting, and more.
• Employee Assistance Program (EAP), LifeLock, Pet Insurance and more.

Cetera Financial Group ("Cetera") is a leading network of independent retail broker-dealers empowering the delivery of objective financial advice to individuals, families and company retirement plans across the country through trusted financial advisors and financial institutions. Cetera is an independent financial advisor network and a leading provider of retail services to the investment programs of banks and credit unions.

Through its multiple distinct firms, Cetera offers independent and institutions-based advisors the benefits of a large, established broker-dealer and registered investment adviser, while serving advisors and institutions in a way that is customized to their needs and aspirations. Advisor support resources offered through Cetera include award-winning wealth management and advisory platforms, comprehensive broker-dealer and registered investment adviser services, practice management support and innovative technology.

Cetera Financial Group is committed to providing an equal employment opportunity for all applicants and employees. For us, this is the only acceptable way to do business. Accordingly, all employment decisions at the Cetera Financial Group, including those relating to hiring, promotion, transfers, benefits, compensation, and placement, will be made without regard to race, color, ancestry, national origin, citizenship, age, physical and/or mental disability, medical condition, pregnancy, genetic characteristics, religion, religious dress and/or grooming, gender, gender identity, gender expression, sexual orientation, marital status, U.S. military status, political affiliation, or any other class protected by state and/or federal law.

Agencies please note : this recruitment assignment is being managed directly by Cetera’s Talent Acquisition team. We will reach out to our preferred agency partners in the rare instance we require additional talent options. Your respect for this process is appreciated.

Please review our Workforce Privacy Policy for further details on what information we collect and the purposes for collection.