Wealth Advisor — Flexible Hours & Client Growth

Cetera Financial Group; Sallisaw (OK); On-site; USD 55,000 - 95,000; Full time

Benefits offered by this job

Outstanding income potential

Scheduling flexibility

Best-in-class training

Job summary

A financial services company is seeking a motivated Financial Advisor in Sallisaw, Oklahoma. The role involves meeting with clients to discuss investment planning and developing a client base for wealth management products. Ideal candidates will have a State Life & Health Insurance License and prior experience in finance or banking. You will be supported with extensive training and resources, enhancing your potential for success while prioritizing customer relationships.

Qualifications

• Must have a State Life & Health Insurance License.
• 2 years of experience in finance, insurance, and/or banking required.

Responsibilities

• Meet with bank customers to assess investment needs.
• Develop a client base for wealth management products.
• Understand and comply with bank and regulatory policies.

Skills

Sales skills

Customer service

Relationship building

Education

High School Diploma or equivalent

Job description

A financial services company is seeking a motivated Financial Advisor in Sallisaw, Oklahoma. The role involves meeting with clients to discuss investment planning and developing a client base for wealth management products. Ideal candidates will have a State Life & Health Insurance License and prior experience in finance or banking. You will be supported with extensive training and resources, enhancing your potential for success while prioritizing customer relationships.