Wealth Advisor: Grow Your High-Impact Client Book

Cetera Financial Group; North Olmsted (OH); On-site; USD 60,000 - 90,000; Full time

Job summary

A financial services firm in Ohio is hiring a Financial Advisor to build and maintain client relationships and provide investment guidance. Responsibilities include conducting calls, developing leads, and staying updated on financial products and regulations. Candidates should have a Bachelor's degree and three years' experience in selling financial products, along with necessary licenses. Strong interpersonal, time management, and organizational skills are essential. This position offers the opportunity to tap into an untapped customer base.

Qualifications

• Three years of experience selling mutual fund products, life insurance products, stocks, and bonds.
• Valid driver’s license and access to a reliable vehicle.

Responsibilities

• Conduct outgoing calls to assigned accounts/leads and set appointments.
• Develop lead generation through centers of influence.
• Provide financial planning for clients, including brokerage and advisory services.
• Maintain relationships with financial services personnel and conduct training.
• Stay updated on products and tax laws affecting customers' finances.

Skills

Strong interpersonal skills

Time management and organizational skills

Ability to prioritize and manage multiple projects

Education

Bachelor’s degree or commensurate experience

Fully Licensed: FINRA 7, 66 (65 & 63 or CFP) and Life/Health

Tools

Windows applications and navigation

Microsoft Word

Job description

A financial services firm in Ohio is hiring a Financial Advisor to build and maintain client relationships and provide investment guidance. Responsibilities include conducting calls, developing leads, and staying updated on financial products and regulations. Candidates should have a Bachelor's degree and three years' experience in selling financial products, along with necessary licenses. Strong interpersonal, time management, and organizational skills are essential. This position offers the opportunity to tap into an untapped customer base.