Part-Time Financial Advisor: Grow Wealth & Lead Seminars

Saco-; Saco (ME); On-site; USD 34,000 - 55,000; Part time

Job summary

Cetera, Inc. is seeking a part-time Financial Advisor to provide financial planning guidance and sales support. You will work with brokerage accounts, annuities, mutual funds, and insurance products to help customers meet financial goals.

You will travel to meet clients, develop strategies, and maintain compliant records while advancing the bank's advisory services and meeting monthly sales objectives.

Qualifications

• NASD registrations and Health, Accident & Life Insurance Licenses required.
• 4 year college degree or equivalent combination of education and experience.
• 3 years related experience preferred.

Responsibilities

• Provides professional, courteous service to internal and external customers.
• Sales and distribution of investment products to achieve profitability and meet client needs.
• Develops individual customer financial advice and strategies based on client information and guidelines.
• Sells non-deposit investment products including mutual funds, fixed and variable annuities, and wrap products.
• Maintains documentation, ensures compliance with laws and bank policies, and attends training/seminars.
• Travels throughout the service area to meet with clients and support sales goals.

Skills

Sales experience

Client relations

Strong communication skills

Financial planning knowledge

Education

NASD Series 6/63/7/65/66 registrations

Health, Accident & Life Insurance Licenses

4 year college degree or equivalent

Tools

Financial planning software

Job description

Cetera, Inc. is seeking a part-time Financial Advisor to provide financial planning guidance and sales support. You will work with brokerage accounts, annuities, mutual funds, and insurance products to help customers meet financial goals.

You will travel to meet clients, develop strategies, and maintain compliant records while advancing the bank's advisory services and meeting monthly sales objectives.