Wealth Advisor for Bank & Credit Union Clients

Cetera Financial Group; Lafayette (LA); 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 hiring for the Financial Advisor position in Lafayette, Louisiana. This role involves establishing and maintaining customer relationships while providing tailored financial advice based on individual needs. Candidates should have at least six months of relevant experience and must hold necessary financial licenses. The position offers flexible compensation and a comprehensive benefits package, ensuring a rewarding employment experience.

Qualifications

• Six months of related experience.
• Must obtain a Life Insurance License within 60 days of employment.
• Hold Series 7, Series 63 & 65 or Series 66 licenses.

Responsibilities

• Provide a broad range of investment solutions to meet customer goals.
• Build and maintain client network and pipeline.
• Conduct investment performance and relationship reviews.

Skills

Customer-focused

Portfolio planning skills

Financial planning services

Client relationship building

Education

High School Diploma or GED

Tools

Salesforce

Job description

Cetera Financial Group is hiring for the Financial Advisor position in Lafayette, Louisiana. This role involves establishing and maintaining customer relationships while providing tailored financial advice based on individual needs. Candidates should have at least six months of relevant experience and must hold necessary financial licenses. The position offers flexible compensation and a comprehensive benefits package, ensuring a rewarding employment experience.