Wealth Advisor for Bank Clients

Cetera Financial Group; Watsontown (Northumberland County); On-site; USD 40,000 - 60,000; Full time

Job summary

A financial services firm located in Watsontown is seeking a professional to manage client relationships and pursue new opportunities. The candidate must provide excellent customer service, identify sales prospects, and maintain client files while ensuring compliance with regulations. A high school diploma and at least 3 years of experience are required, alongside strong communication, organizational, and interpersonal skills. Relevant licenses such as FINRA Series 7 and 63 & 65 or S66 are essential.

Qualifications

• Excellent written and verbal communication skills required.
• 3 years of relevant job experience preferred.
• Ability to use job-related software including MS Office.

Responsibilities

• Manage and service clients and bank customers.
• Pursue new client acquisition from referrals and external sources.
• Identify sales opportunities and refer clients to appropriate services.
• Maintain client files and complete required Continuing Education.

Skills

Excellent communication skills

Organizational skills

Analytical skills

Interpersonal skills

Basic MS Word knowledge

Basic MS PowerPoint knowledge

Education

High School or GED

Job description

A financial services firm located in Watsontown is seeking a professional to manage client relationships and pursue new opportunities. The candidate must provide excellent customer service, identify sales prospects, and maintain client files while ensuring compliance with regulations. A high school diploma and at least 3 years of experience are required, alongside strong communication, organizational, and interpersonal skills. Relevant licenses such as FINRA Series 7 and 63 & 65 or S66 are essential.