Financial Advisor

1 week ago


Phoenix, Arizona, United States Cetera Investors Full time

Position Title: Cetera Investors Financial Professional

What we need:

A Financial Professional that has an existing book of business, willing to deepen relationships

while managing existing and new client relationships adopting Ceteras Assets and Tools

(RightBridge, Marketing Central, Pentameter, etc.)

What you will do:

This role maintains an existing book of business, prospects for new opportunities through client

referrals, seminars and through community involvement. The Financial Professional is responsible

for formulating and implementing advice on their own or through collaboration with Branch

Management, Growth Officer, Wholesaling and/or Back Office support. The Financial Professional may also rely on technical specialists to develop product, investment or planning recommendations while

using Cetera tools and platforms.

What you need:

Bachelors degree in business, administration, accounting, finance, or similar field of study is

preferred

Minimum of three years experience in the financial services industry with a proven sales track

record based on T12 GDC and AUM/AUA

In good standing in current role, with proven sales techniques and ability to close

business

Series 7, 63/65 or 66 and Life, Accident & Health Insurance licenses

Strong interpersonal skills

Strong time management and organizational skills

Exhibit strong ethics and a desire to help clients and give them extraordinary service

Must want to grow and develop your business, consistently adding to the firms assets

under management and revenue growth

Must pass criminal and credit background checks and maintain a clean, in good standing U4 with

FINRA

What you should expect:

As an Independent 1099 Financial Professional managing ones own Business Practice, there will be support from local Branch leadership, Growth Officer and Home Office employees who are there and willing to help in deepening client relationships and growing the overall book of business, AUM and T12/GDC as a joint effort. There is also support with teaming/Partnership/Ensemble and Succession Planning.

About Cetera Financial Group:

Cetera Financial Group ("Cetera") is a leading network of independent retail broker-dealers

empowering the delivery of objective financial advice to individuals, families and company

retirement plans across the country through trusted financial advisors and financial institutions.

Cetera is an independent financial advisor network and a leading provider of retail services to the

investment programs of banks and credit unions.

Through its multiple distinct firms, Cetera offers independent and institutions-based advisors the

benefits of a large, established broker-dealer and registered investment adviser, while serving

advisors

and institutions in a way that is customized to their needs and aspirations. Advisor support

resources offered through Cetera include award-winning wealth management and advisory platforms, comprehensive broker-dealer and registered investment adviser services, practice management support and innovative technology.

"Cetera Financial Group" refers to the network of retail independent broker-dealers encompassing,

among others, Cetera Advisors, Cetera Advisor Networks, Cetera Financial Institutions, Cetera

Financial Specialists, and First Allied Securities.

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 Investors | 400 First St. South, Suite 300 | St. Cloud, MN 56301



  • Phoenix, Arizona, United States Edelman Financial Engines Full time

    Investment Advisor (Outbound) (Phoenix, AZ or Remote) At Edelman Financial Engines, we believe everyone deserves to move their financial life forward We know that assets have the power to fund goals. Those numbers represent individual lifetimes filled with hard work and dreams for our clients and generations to follow. Our clients trust us to guide them...


  • Phoenix, Arizona, United States Edelman Financial Engines Full time

    Investment Advisor (Outbound) (Phoenix, AZ or Remote) At Edelman Financial Engines, we believe everyone deserves to move their financial life forward We know that assets have the power to fund goals. Those numbers represent individual lifetimes filled with hard work and dreams for our clients and generations to follow. Our clients trust us to guide them...


  • Phoenix, Arizona, United States Edelman Financial Engines Full time

    DescriptionInvestment Advisor (Inbound) (Phoenix, AZ)At Edelman Financial Engines, we believe everyone deserves to move their financial life forward,We know that assets have the power to fund goals. Those numbers represent individual lifetimes filled with hard work and dreams for our clients and generations to follow. Our clients trust us to guide them...


  • Phoenix, Arizona, United States Ameriprise Financial Full time

    The Regional Retirement Plans Consultant - Pacific West Region is responsible for the execution of the Wealth Management external sales consulting strategy in the assigned Ameriprise Financial territory in an effort to build awareness of retirement product offerings (IRA, 401k, 403b and associated products) and drive product sales. This will be accomplished...


  • Phoenix, Arizona, United States MOATABLE US HOLDCO INC Full time

    As the Chief Financial Officer, you will be responsible for overseeing all financial aspects of the company's operations. The ideal candidate will have a strong financial background, leadership experience, and a strategic mindset to drive financial planning, analysis, and decision-making to achieve the company's short and long-term objectives.Develop and...


  • Phoenix, Arizona, United States PNC Full time

    Senior Investment Advisor (OCIO) – Institutional Asset ManagementAt PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and...


  • Phoenix, Arizona, United States PNC Full time

    Senior Investment Advisor (OCIO) – Institutional Asset ManagementAt PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and...


  • Phoenix, Arizona, United States The Ladders Full time

    Our mission is to provide financial security and peace of mind through our insurance, annuity, and investment solutions. We act with integrity and humanity in all our interactions with our policy owners, business partners, and one another. Grounded in both confidence and humility, we serve as stewards for the long term. We are here for good, reflecting both...


  • Phoenix, Arizona, United States Western Alliance Bank Full time

    Job Title:Treasury Management AdvisorLocation:BiltmoreWhat you'll do:As a Treasury Management Advisor, you will be responsible for managing the full client lifecycle for top-tier clients utilizing products and services from the Treasury Management suite. Responsible for complete onboarding of relationships including new accounts and TM products, client...


  • Phoenix, Arizona, United States Western Alliance Bank Full time

    Job Title: Financial Planning and Analysis Manager Location: CityScape What you'll do: As a Financial Planning and Analysis Manager, you will be a trusted finance partner to business unit management. The primary objective of this position is to optimize the business units' financial results by proactively monitoring financial trends and key performance...


  • Phoenix, Arizona, United States WillScot Full time

    Press Tab to Move to Skip to Content LinkSelect how often (in days) to receive an alert:At WillScot Mobile Mini (NASDAQ WSC ), our 4000+ people are at the heart of everything we do. In addition to providing industry-leading pay and benefits, we provide opportunities for development and upward mobility, while investing in the communities we serve. We are the...


  • Phoenix, Arizona, United States The Bank of America Corporation Full time

    At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders Client Service, Representative, Financial, Solutions Advisor, Retail, Banking, Client


  • Phoenix, Arizona, United States USI Holdings Corporation Full time

    General Description: Responsible for independently and proactively managing of assigned Premier in Client Tiers 2 and 3 (HNW & Affluent). Activities include, but not limited to renewal marketing, handling client questions and requests, completing an annual client review with thorough risk assessment of current and future exposures. Required to perform...

  • Senior Banker

    2 months ago


    Phoenix, Arizona, United States Bank of America Full time

    Job Description:At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.One of the keys to driving Responsible Growth is being a great place to work for our...


  • Phoenix, Arizona, United States Best Buy Full time

    What does a Sales Consultant – Appliance Outlet do?The Sales Consultant – Appliance Outlet ensures Best Buy delivers a world-class customer experience as THE destination and authority for technology products and services. You will provide velocity and solution support to solve customer needs to ensure that no customer is left unserved or underserved.As...


  • Phoenix, Arizona, United States Best Buy Full time

    What does a Sales Consultant – Appliance Outlet do?The Sales Consultant – Appliance Outlet ensures Best Buy delivers a world-class customer experience as THE destination and authority for technology products and services. You will provide velocity and solution support to solve customer needs to ensure that no customer is left unserved or underserved.As...

  • accountant 3

    1 week ago


    Phoenix, Arizona, United States Arizona Official Website of State of Arizona Full time

    Job Description:This is a great opportunity with the State of Arizona for a position that involves recognizing public and constituent issues, facilitating interactions, providing solutions, and ensuring project and construction funding compliance. As part of the team, you will assist the Final Voucher Supervisor in various tasks related to project...

  • Accounting Specialist

    3 weeks ago


    Phoenix, Arizona, United States Randstad USA Full time

    Randstad has a new exciting opportunity with a large brokerage firm for an Accounting Specialist. This role is looking for someone with advanced Excel and Word skills, tradingbBrokerage and financial experience If you have these skills, please apply today Randstad offers weekly pay direct deposit and benefits. salary: $32.8 - $33.93 per hourshift: Firstwork...

  • Accounting Specialist

    1 month ago


    Phoenix, Arizona, United States Randstad USA Full time

    Randstad has a new exciting opportunity with a large brokerage firm for an Accounting Specialist. This role is looking for someone with advanced Excel and Word skills, tradingbBrokerage and financial experience If you have these skills, please apply today Randstad offers weekly pay direct deposit and benefits. salary: $32.8 - $33.93 per hourshift: Firstwork...

  • Program Analyst

    3 weeks ago


    Phoenix, Arizona, United States Assistant Secretary For Public And Indian Housing Full time

    The following are the duties of this position at the GS-13. If you are selected at a lower grade level, you will have the opportunity to learn to perform all these duties, and will receive training to help you grow in this position.As a Program Analyst, you will:Serve as an expert advisor on all aspects of quality assurance for the voucher rental assistance...