Note: The job is a remote job and is open to candidates in USA. Cetera Financial Group is seeking a Financial Advisor to build client relationships and provide personalized investment guidance. The role involves analyzing portfolios, developing and implementing investment strategies, generating referrals, maintaining regulatory licenses, and delivering professional client service.
Responsibilities
- Meet with clients to review their existing financial situation and to establish the client/planner relationship. Analyze the client’s investment portfolio and recommend an asset allocation and specific plan to meet established objectives
- Develop, recommend and implement an investment strategy suggesting specific investments and insurance products, for client approval, including separately managed investment accounts, mutual funds, annuities, equities, fixed income investments, corporate and tax-exempt bonds, life insurance, etc
- Collaborate to create a team environment and to meet clients needs
- Generate additional referrals from personal networking, seminars, and presentations to community groups
- Keeps abreast of new planning tools, products, and resources, changing regulations and professional standards Understanding and complying with all aspects of Cetera policies and practices, including laws and regulations governing the duties and responsibilities of investment sales
- Maintaining all necessary licenses and registrations as required, including completing all mandatory training and industry-related continuing education in a timely manner
- Exceed client expectations in terms of accuracy, efficiency, courtesy, and professionalism
Skills
- FINRA Series 7 and 63
- State Life & Health Insurance license
- Strong sales, marketing, and business development skills
- 2+ years of sales experience and/or financial services experience
- Exceptional interpersonal and relationship building skills
- Bachelor's degree or equivalent in accounting, finance, or related field of study
- Financial institutions: 1 year
- Sales and/or financial services: 2 years
- Bachelor's degree or equivalent in Financial Planning, Accounting, Sales or Finance
- Experience within financial institutions is preferred
Company Overview
Company H1B Sponsorship