Wealth Management Advisor: Build Your Client Book

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

Job summary

Cetera Financial Group, through Cetera Investment Services LLC, is seeking a financial advisor in the Parma area (Brecksville, OH) to provide discretionary investment guidance and comprehensive financial planning for businesses and individuals. You will build relationships, prospect for new clients, and deliver sound analysis across equities, fixed income, managed accounts, and alternatives.

The role emphasizes entrepreneurial client development, strong sales capabilities, and adherence to

Qualifications

• Bachelor’s degree or commensurate experience.
• Three years of experience selling mutual fund products, life insurance products, stocks and bonds.
• Valid driver’s license and access to a reliable vehicle.
• Strong interpersonal skills.
• Strong time management and organizational skills.
• Ability to prioritize and manage multiple projects.
• Familiarity with Windows applications and Microsoft Word.
• Fully Licensed: FINRA 7, 66 (65 & 63 or CFP) and Life/Health.

Responsibilities

• Conduct outgoing calls to assigned accounts/leads from Dollar Bank personnel, set appointments, and make presentations.
• Develop and maintain lead generation through centers of influence to promote Dollar Bank’s core values and increase book of business.
• Provide full array of financial planning for clients, dependent upon their needs, to include both Brokerage and Advisory services, inclusive of mutual fund products, life insurance products, stocks, bonds and investment CDs and other investments as appropriate.
• Maintain effective relationships with all Cetera financial services personnel. Conduct training and sales meetings with assigned partnerships.
• Stay current and up to date on products and tax laws affecting customers’ finances.
• Evaluate customer current and future needs through a thorough review of their current life’s situation and develop a plan for each customer, as appropriate.
• Ensure in all cases product/risk suitability for each customer.
• Meet goals established for production, outbound calls, cross referrals, etc… and report progress.
• Maintain strong closing ratio from prospect to sale.
• Keep well informed of the competitor environment.
• Complete and file all necessary paperwork. Comply with all rules, regulations and policies of Dollar Bank, Cetera, all state and federal securities regulators, and self-regulatory organizations.
• Maintain files in accordance with Cetera guidelines, FINRA, SEC, insurance department and regulatory authorities.

Skills

Interpersonal skills

Time management

Organizational skills

Windows apps

Microsoft Word

Education

Bachelor's degree

Job description

Cetera Financial Group, through Cetera Investment Services LLC, is seeking a financial advisor in the Parma area (Brecksville, OH) to provide discretionary investment guidance and comprehensive financial planning for businesses and individuals. You will build relationships, prospect for new clients, and deliver sound analysis across equities, fixed income, managed accounts, and alternatives.

The role emphasizes entrepreneurial client development, strong sales capabilities, and adherence to