Territory Wealth Advisor – Banking & Investments

Cetera Financial Group; Wallington (NJ); On-site; USD 45,000 - 88,000; Full time

Job summary

A financial services provider in Wallington, NJ is seeking a VP, Financial Advisor to deliver financial advice and maintain client relations. The ideal candidate should have at least 5 years of experience in a financial institution along with required licenses. This position demands strong sales abilities, knowledge of banking products, and excellent communication skills. The role offers a salary range of $45,000 to $88,000 plus competitive commissions. Exceptional candidates will thrive in a dynamic banking environment.

Qualifications

• Minimum 5 years’ experience in banking or a financial institution required.
• Proven sales ability with a strong track record of past investment sales success.
• Must be self-starter, goal oriented, and an excellent communicator.

Responsibilities

• Provide sound financial advice to clients based on their needs.
• Maintain regulatory compliance and conduct staff training.
• Develop sales leads and ensure communication with branch partners.

Skills

Client relationship building

Financial product knowledge

Sales techniques

Regulatory compliance

Communication skills

Education

FINRA Series 7, 63 and 66 or 65, State Insurance License

Tools

Microsoft Excel

Microsoft Word

Microsoft Access

Microsoft Outlook

Job description

A financial services provider in Wallington, NJ is seeking a VP, Financial Advisor to deliver financial advice and maintain client relations. The ideal candidate should have at least 5 years of experience in a financial institution along with required licenses. This position demands strong sales abilities, knowledge of banking products, and excellent communication skills. The role offers a salary range of $45,000 to $88,000 plus competitive commissions. Exceptional candidates will thrive in a dynamic banking environment.