Wealth Advisor: Build a Banking Practice with ESOP

Cetera Financial Group; Fort Smith (AR); On-site; USD 50,000 - 85,000; Full time

Benefits offered by this job

Employee ownership through ESOP

Generous retirement contributions

Job summary

Cetera Financial Institutions, in partnership with FNB Fort Smith, seeks an experienced Financial Advisor to build and grow a wealth management practice inside a community bank.

You’ll develop relationships with bank customers, assess financial priorities, and offer investments and insurance solutions, while maintaining licenses and regulatory compliance.

The role offers competitive base pay, incentives, and employee ownership through the ESOP.

Qualifications

• Build and maintain client relationships within a bank environment.
• Understand client goals, assets, income, investments, debts, and risk tolerance.
• Maintain required licenses, registrations and ongoing training.

Responsibilities

• Build and grow a client base through bank relationships, referrals, and external business development
• Meet with clients to understand their goals, assets, income, investments, debts, and risk tolerance
• Recommend appropriate investment and insurance solutions
• Develop strong internal referral relationships across the bank
• Identify opportunities to expand and deepen client relationships
• Provide a high level of service while operating within FNB and Cetera policies and regulatory requirements
• Maintain required licenses, registrations, and continuing training

Skills

Relationship-building

Sales

Business development

Banking experience

Education

High school diploma or equivalent

Job description

Cetera Financial Institutions, in partnership with FNB Fort Smith, seeks an experienced Financial Advisor to build and grow a wealth management practice inside a community bank.

You’ll develop relationships with bank customers, assess financial priorities, and offer investments and insurance solutions, while maintaining licenses and regulatory compliance.

The role offers competitive base pay, incentives, and employee ownership through the ESOP.