Wealth Advisor: Personal Portfolios & Planning

Cetera Financial Group; Oakdale (MN); On-site; USD 60,000 - 90,000; Full time

Job summary

A financial services institution in Minnesota is seeking a qualified individual to manage the sales and distribution of personal investment products. The role involves providing financial planning, maintaining client relationships, and attracting new clients. Candidates must possess a bachelor's degree and relevant FINRA licenses. This position offers the opportunity to engage with a diverse clientele and enhance your financial advisory skills.

Qualifications

• High School diploma and a bachelor's degree in a related field are required.
• Licenses required: FINRA Series 7, 63, and 65 (or Series 66).
• Proven ability to develop marketing and business development skills with customers.

Responsibilities

• Manage sales and distribution of personal investment products.
• Attract and retain financially successful clients.
• Provide comprehensive and knowledgeable financial advice.

Skills

Client relationship management

Financial planning

Customer service excellence

Sales development

Education

High School diploma

Bachelor's degree

Tools

FINRA Series 7

California Life and Health Insurance License

Job description

A financial services institution in Minnesota is seeking a qualified individual to manage the sales and distribution of personal investment products. The role involves providing financial planning, maintaining client relationships, and attracting new clients. Candidates must possess a bachelor's degree and relevant FINRA licenses. This position offers the opportunity to engage with a diverse clientele and enhance your financial advisory skills.