Wealth Growth Advisor

Cetera Financial Group Inc; City of Albany (NY); On-site; USD 54,000 - 66,000; Full time

Benefits offered by this job

Competitive bonus

Incentive compensation package

Job summary

Cetera Financial Institutions seeks a driven Managed Financial Professional to meet with bank customers and guide investment planning goals. You will build a client base to offer wealth management products, while identifying cross-sell opportunities and referrals to expand relationships.

The role requires FINRA licenses, life/health insurance credentials, and at least 2 years in finance or banking, with a strong emphasis on sales and customer service.

Qualifications

• FINRA Series 7 and 63 required.
• State Life & Health Insurance license required.
• 2 years of experience in finance, insurance and/or banking.
• Bachelor’s degree preferred.

Responsibilities

• Meet with current and potential bank customers to assess investment planning goals.
• Develop client base for wealth management products.
• Identify cross-sell opportunities and referrals to expand relationships.
• Explain product advantages, risks, and suitability to customers.
• Maintain licenses and training and comply with regulations.

Skills

Sales skills

Business development

Customer service

Education

High School Diploma or equivalent

Job description

Cetera Financial Institutions seeks a driven Managed Financial Professional to meet with bank customers and guide investment planning goals. You will build a client base to offer wealth management products, while identifying cross-sell opportunities and referrals to expand relationships.

The role requires FINRA licenses, life/health insurance credentials, and at least 2 years in finance or banking, with a strong emphasis on sales and customer service.