Wealth Advisor for Bank & Credit Union Clients

Cetera Financial Group; Fort Oglethorpe (GA); On-site; USD 43,888 - 150,000; Full time

Benefits offered by this job

Paid Vacation/Sick Time

401K with Company Match

Medical, Dental and Vision Benefits

Disability Benefits

Health Savings Account

Flexible Spending Account

Life Insurance

Employee Assistance Program

Job summary

Cetera Financial Group is seeking a full-time Financial Advisor in Fort Oglethorpe, Georgia. The role involves establishing customer portfolios based on the financial objectives and providing expert-level portfolio planning skills. Ideal candidates will have prior advisory experience and must obtain necessary licenses.

The position includes a compensation range of $43,888 - $150,000+ and offers a comprehensive benefits package including medical, dental, and retirement plans.

Qualifications

• High School Diploma or GED required.
• At least six months of related experience required.
• Must have Series 7, Series 63 & 65 or Series 66 licenses.

Responsibilities

• Establishes a portfolio of bank customers through sound advice.
• Provides a broad range of investment solutions to meet customer goals.
• Builds and maintains a strong client network and pipeline.

Skills

Customer-focused

Financial Planning

Investment Knowledge

Education

High School Diploma or GED

Tools

Series 7 License

Series 63 & 65 or Series 66

Life Insurance License

Job description

Cetera Financial Group is seeking a full-time Financial Advisor in Fort Oglethorpe, Georgia. The role involves establishing customer portfolios based on the financial objectives and providing expert-level portfolio planning skills. Ideal candidates will have prior advisory experience and must obtain necessary licenses.

The position includes a compensation range of $43,888 - $150,000+ and offers a comprehensive benefits package including medical, dental, and retirement plans.