Wealth Advisor: Grow a Diverse Client Portfolio

Cetera Financial Group; Pittsburgh (Allegheny County); On-site; USD 85,000 - 140,000; Full time

Job summary

Dollar Bank in Pittsburgh’s Squirrel Hill territory seeks a financial advisor to provide discretionary investment guidance for businesses and individuals. You will build and maintain relationships, offering brokerage and advisory services across equities, fixed income, mutual funds, and other investments while prospecting new clients.

The role requires a Bachelor’s degree (or commensurate experience), three years of sales in financial products, and active FINRA 7/66 or CFP licensing plus

Qualifications

• Bachelor’s degree or commensurate experience.
• Three years of experience selling mutual fund products, life insurance products, stocks and bonds.
• Valid driver’s license and access to a reliable vehicle.
• Strong interpersonal skills.
• Strong time management and organizational skills.
• Ability to prioritize and manage multiple projects.
• Functional familiarity with Windows applications and Microsoft Word.
• Fully Licensed: FINRA 7, 66 (65 & 63 or CFP) and Life/Health.

Responsibilities

• Conduct outgoing calls to assigned accounts/leads from Dollar Bank personnel, set appointments, and make presentations.
• Develop and maintain lead generation through centers of influence to promote Dollar Bank’s core values and increase book of business.
• Provide full array of financial planning for clients, dependent upon their needs, to include both Brokerage and Advisory services, inclusive of mutual fund products, life insurance products, stocks, bonds and investment CDs and other investments as appropriate.
• Maintain effective relationships with all Cetera financial services personnel. Conduct training and sales meetings with assigned partnerships.
• Stay current and up to date on products and tax laws affecting customers’ finances.
• Evaluate customer current and future needs through a thorough review of their current life’s situation and develop a plan for each customer, as appropriate.
• Ensure in all cases product/risk suitability for each customer.
• Meet goals established for production, outbound calls, cross referrals, etc… and report progress.
• Maintain strong closing ratio from prospect to sale.
• Keep well informed of the competitor environment.
• Complete and file all necessary paperwork. Comply with all rules, regulations and policies of Dollar Bank, Cetera, all state and federal securities regulators, and self-regulatory organizations.
• Maintain files in accordance with Cetera guidelines, FINRA, SEC, insurance department and regulatory authorities.

Skills

Client relationship management

Sales experience

Time management

Interpersonal skills

Education

Bachelor's degree

FINRA/CFP licensing

Tools

Windows

Microsoft Word

Job description

Dollar Bank in Pittsburgh’s Squirrel Hill territory seeks a financial advisor to provide discretionary investment guidance for businesses and individuals. You will build and maintain relationships, offering brokerage and advisory services across equities, fixed income, mutual funds, and other investments while prospecting new clients.

The role requires a Bachelor’s degree (or commensurate experience), three years of sales in financial products, and active FINRA 7/66 or CFP licensing plus