Wealth Advisor – Growth in Financial Services

Cetera Financial Group; Port Orchard (WA); On-site; USD 54,000 - 66,000; Full time

Job summary

A financial services company is looking for motivated Financial Advisors to engage with clients and assist in meeting their investment goals. The role emphasizes building relationships and enhancing customer satisfaction while providing advice on wealth management products. With a base salary of $60,000 plus incentives, candidates should have a State Life & Health Insurance License and at least 2 years of relevant experience. This position offers the chance to grow in the finance and insurance industry.

Qualifications

• Must possess a State Life & Health Insurance License for the applying state.
• 2 years of experience in finance, insurance, and/or banking is required.

Responsibilities

• Meet with customers to determine their investment planning goals.
• Develop a client base for wealth management products.
• Advise customers on investment product advantages and risks.
• Maintain necessary licenses and complete mandatory training.

Skills

Strong sales and marketing skills

Business development

Customer service

Education

High School Diploma or equivalent

Job description

A financial services company is looking for motivated Financial Advisors to engage with clients and assist in meeting their investment goals. The role emphasizes building relationships and enhancing customer satisfaction while providing advice on wealth management products. With a base salary of $60,000 plus incentives, candidates should have a State Life & Health Insurance License and at least 2 years of relevant experience. This position offers the chance to grow in the finance and insurance industry.