Associate Financial Professional
Saint Cloud, MN
Posted 4 weeks ago
Job Description
Associate Financial Professional
This Associate Advisor position is for someone looking to grow in the industry as you support and partner with a group of seasoned Advisors. You will work to support and deepen relationships with a very large existing customer base. The Advisor is responsible for working with customers to help determine the best way to serve the customers best interest with investment products and financial services Cetera offers. With a strong focus on customer service and sales, the Advisor should be a true “people person" who enjoys developing professional and mutually beneficial relationships with a wide variety of customers. We will fully support you with an open product platform and resources in the financial industry so you can nurture relationships with customers. Candidates should be self-motivated and driven to exceed expectations in all that they do.
What You Will Do:
- Collecting and analyzing information regarding the customer risk tolerance, long- and short-term goals, income, assets, investments, and debts; determining which products best meet the customer needs and circumstances.
- Advising the customer regarding the advantages, risks, and disadvantages of different investment opportunities
- Developing internal referral resources to identify existing customers
- Understanding and complying with all aspects of Cetera policies and practices, including laws and regulations governing the duties and responsibilities of product sales
- Maintaining all necessary licenses and registrations as required
- Successfully completing all mandatory training in a timely manner
- Maintaining superior and courteous service to promote Cetera and expand customer relationships
- Exceeding customer expectations in terms of accuracy, efficiency, courtesy, and professionalism
What you need to have:
- FINRA Series 6 or 7
- State Life & Health Insurance License
- 1+ years sales, marketing, and business development skills
- 1+ years of experience with investments, insurance and/or advisory relationships
Really catch our eye with:
- College degree preferred
- Good communication skills
- Independent
- Adaptability
- Flexibility
Cetera Financial Group
We’re enablers. Mentors. Dream builders. Our purpose is to turn financial aspirations into reality. Within our community lies a vibrant wellspring of growth and opportunity for financial professionals, financial institutions, and individual investors alike.As a premier financial services firm, we don’t just deliver financial technology, bespoke guidance, research and market intelligence, and collaborative client-service platforms. We build environments where ideas thrive, connections flourish, and ambitions become remarkable achievements. Driven to deliver unwavering support and innovative solutions to help people live their purpose, we empower each other and the communities around us to bring a stronger tomorrow to life.___________________________“Cetera Financial Group” refers to the network of independent retail firms encompassing, among others, Cetera Advisors LLC, Cetera Wealth Services, LLC, Cetera Investment Services LLC (marketed as Cetera Financial Institutions or Cetera Investors), and Cetera Financial Specialists LLC. All firms are members FINRA/SIPC. Cetera Financial Group is located at 655 W. Broadway, 11th Floor, San Diego, CA 92101. Individuals affiliated with Cetera firms are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services. Cetera is under separate ownership from any other named entity.
