Wealth Advisor: Grow Client Portfolios & Relationships

Cetera Financial Group; Raleigh (NC); On-site; USD 60,000 - 80,000; Full time

Job summary

A financial services company is seeking an applicant for an investment services role to manage client relationships and support the bank’s business plan. This position requires 3+ years of related experience, excellent communication, and various FINRA certifications. The ideal candidate will demonstrate strong organizational and analytical skills while pursuing new clients and ensuring compliance with regulations.

Qualifications

• Minimum of 3 years of job-related experience.
• Life/Health and FINRA Series 7 and 63 & 65 or S66 certifications required.

Responsibilities

• Manage and service existing clients and customers.
• Build relationships by understanding financial needs.
• Acquire new clients from referrals and external sources.
• Identify sales opportunities for investment products.
• Maintain accurate client files and complete required licensing.

Skills

Excellent communication skills

Excellent organizational skills

Analytical skills

Interpersonal skills

Basic MS Word skills

Basic MS PowerPoint skills

Education

High School or GED

Job description

A financial services company is seeking an applicant for an investment services role to manage client relationships and support the bank’s business plan. This position requires 3+ years of related experience, excellent communication, and various FINRA certifications. The ideal candidate will demonstrate strong organizational and analytical skills while pursuing new clients and ensuring compliance with regulations.