Wealth Advisor: Grow Client Portfolios & Relationships

Cetera Financial Group; Harrisburg (Dauphin County); On-site; USD 45,000 - 65,000; Full time

Job summary

A financial services firm in Harrisburg, PA is seeking an individual to support business objectives through client management and acquisition. Responsibilities include managing existing clients, identifying sales opportunities for investment products, and assisting in the training of Associate Financial Advisors. Candidates should have at least three years of experience, high school education, and must obtain relevant licenses. This role emphasizes compliance with regulatory laws and guidelines while providing excellent customer service.

Qualifications

• 3 years of job-related experience required to perform the role.
• Licensure in Life/Health and FINRA Series 7 and 63 & 65 or S66 is necessary.

Responsibilities

• Support the Bank’s business plan through customer interactions.
• Manage and service existing clients while acquiring new ones.
• Provide training for Associate Financial Advisors.
• Maintain client files and regulatory compliance.
• Perform additional tasks as assigned.
• Serve as a risk manager in daily operations.

Skills

Excellent communication skills, both written and verbal

Excellent organizational, analytical and interpersonal skills

Ability to use a personal computer and job-related software

MS Word - Basic Level

MS PowerPoint - Basic Level

Education

High School or GED

Job description

A financial services firm in Harrisburg, PA is seeking an individual to support business objectives through client management and acquisition. Responsibilities include managing existing clients, identifying sales opportunities for investment products, and assisting in the training of Associate Financial Advisors. Candidates should have at least three years of experience, high school education, and must obtain relevant licenses. This role emphasizes compliance with regulatory laws and guidelines while providing excellent customer service.