Wealth Advisor — Client-Focused Financial Planning (Livermore)

Cetera Financial Group Inc; United States; On-site; USD 59,000 - 81,000; Full time

Benefits offered by this job

Annual bonus potential

Competitive base salary

Geographic pay variation

Job summary

Cetera Financial Group Inc in Livermore, CA is seeking a Financial Professional to join our sales team. You will work with existing Cetera clients to understand their financial needs and deliver wealth management guidance.

The role requires a Bachelor’s degree, active FINRA Series 7/66 or Series 63/65 licenses, and state life/health/disability/variable licenses, plus strong customer service and relationship-building skills.

Qualifications

• Bachelor’s degree required.
• Minimum two years in financial services.
• Active FINRA Series 7/66 licenses, or Series 63/65 licenses.
• Active life, health, disability, and variable insurance licenses.
• Strong customer service and communication skills.

Responsibilities

• Work directly with existing Cetera clients to understand and support their financial needs.
• Assist clients with account questions, balances, withdrawals, transfers, and resources.
• Provide clients with wealth management and financial planning guidance.
• Develop relationships through responsive service and personalized strategies.
• Grow the business via client asset consolidation, networking, and referrals.
• Use Cetera’s tools to manage client relationships and deliver a positive experience.

Skills

Client service

Relationship building

Communication

Organizational skills

Time management

Education

Bachelor’s degree

Tools

FINRA Series 7/66

Series 63/65

Life, health, disability, variable licenses

Job description

Cetera Financial Group Inc in Livermore, CA is seeking a Financial Professional to join our sales team. You will work with existing Cetera clients to understand their financial needs and deliver wealth management guidance.

The role requires a Bachelor’s degree, active FINRA Series 7/66 or Series 63/65 licenses, and state life/health/disability/variable licenses, plus strong customer service and relationship-building skills.