Financial Professional

4 weeks ago

Indianapolis, 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 Cetera’s 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:

• Bachelor’s 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 firm’s 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 one’s 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

  • Senior Financial Professional

    1 week ago

    Indianapolis, Indiana, United States Creative Financial Staffing Full time

    Job Summary:Creative Financial Staffing is seeking a highly skilled Senior Accountant to join our team. As a Senior Accountant, you will play a critical role in ensuring the financial well-being of our clients.Key Responsibilities:Financial Planning and Analysis: Identify, properly depreciate, and maintain fixed assets, as well as account for a company's...

  • Senior Financial Professional

    1 week ago

    Indianapolis, Indiana, United States Creative Financial Staffing Full time

    Job SummaryCreative Financial Staffing is seeking a highly skilled Senior Staff Accountant to join our team. As a key member of our accounting department, you will be responsible for ensuring the accuracy and timeliness of our financial statements.Main ResponsibilitiesPrepare and post journal entries to ensure accurate financial records.Conduct thorough...

  • Senior Financial Professional

    1 week ago

    Indianapolis, Indiana, United States Creative Financial Staffing Full time

    Job SummaryCreative Financial Staffing is seeking a highly skilled Senior Staff Accountant to join our team. As a key member of our accounting department, you will be responsible for ensuring the accuracy and timeliness of our financial statements.Main ResponsibilitiesPrepare and post journal entries to ensure accurate financial records.Conduct thorough...

  • Financial Manager

    4 days ago

    Indianapolis, Indiana, United States Creative Financial Staffing Full time

    Job DescriptionJob Title: Financial ManagerJob Summary:We are seeking a highly skilled Financial Manager to join our team at Creative Financial Staffing. The successful candidate will be responsible for overseeing and managing the general accounting functions, including accounts payable, accounts receivable, general ledger, and taxes.Key...

  • Sales Professional

    3 months ago

    Indianapolis, United States Transparent Financial Full time

    Job DescriptionJob DescriptionTransparent Financial is currently hiring for a full-time B2B Sales Professional to work in the area. This Indianapolis position offers competitive compensation, advancement, and the opportunity to make an impact.In addition to competitive pay and our supportive work culture, we offer our B2B Sales Professional the following...

  • Sales Professional

    1 month ago

    Indianapolis, United States Transparent Financial Full time

    Job DescriptionJob DescriptionTransparent Financial is currently hiring for a full-time B2B Sales Professional to work in the area. This Indianapolis position offers competitive compensation, advancement, and the opportunity to make an impact.In addition to competitive pay and our supportive work culture, we offer our B2B Sales Professional the following...

  • Financial Controller

    2 weeks ago

    Indianapolis, Indiana, United States Creative Financial Staffing Full time

    Join Creative Financial Staffing as a Financial Controller - Your Pathway to Executive LeadershipAre you an innovative finance expert with a strong desire for strategic management and a commitment to advancing your career? If this resonates with you, we encourage you to consider an exciting opportunity with Creative Financial Staffing as they seek a...

  • Financial Accountant

    2 weeks ago

    Indianapolis, Indiana, United States Creative Financial Staffing Full time

    Job Title: AccountantLocation: Indianapolis, INAbout Creative Financial Staffing: At Creative Financial Staffing, we prioritize a nurturing and collaborative workplace where every employee can excel. Our commitment to innovation and excellence drives us to deliver exceptional services to our clients. We are dedicated to fostering a positive work-life balance...

  • Financial Specialist

    2 weeks ago

    Indianapolis, Indiana, United States Creative Financial Staffing Full time

    Job Title: AccountantLocation: Indianapolis, INCompany Overview: At Creative Financial Staffing, we are committed to creating a nurturing and cooperative workplace where every employee can excel. Our focus is on innovation, quality, and delivering exceptional services to our clients. We prioritize a positive work-life balance and value our employees.Position...

  • Financial Specialist

    2 weeks ago

    Indianapolis, Indiana, United States Creative Financial Staffing Full time

    Job Title: AccountantLocation: Indianapolis, INCompany Overview: At Creative Financial Staffing, we are committed to creating a nurturing and collaborative workplace where every employee can excel. Our focus is on innovation, quality, and delivering exceptional services to our clients. We prioritize a positive work-life balance and value our team...

  • Financial Services Professional

    4 days ago

    Indianapolis, Indiana, United States Equitable Advisors Full time

    About the RoleWe are seeking a highly motivated and results-driven individual to join our team as a Financial Services Professional. As a Financial Advisor with Equitable Advisors, LLC, you will have the opportunity to build a successful career in financial services and help individuals and families achieve their financial goals.Key ResponsibilitiesAnalyze...

  • Project Financial Specialist

    1 week ago

    Indianapolis, Indiana, United States Creative Financial Staffing Full time

    About the Company and Project Financial Specialist:Creative Financial Staffing is a leading provider of financial staffing solutions, dedicated to helping businesses succeed in a rapidly changing market. As a Project Financial Specialist, you will be part of a dynamic team that is passionate about delivering exceptional results and making a positive impact...

  • Chief Financial Officer

    1 week ago

    Indianapolis, Indiana, United States Creative Financial Staffing Full time

    Job Title: Director of AccountingLocation: Indianapolis, INAbout Our Client: For more than a century, our client's faith-based organization has stood as a beacon of hope and compassion in our community. Rooted in unwavering faith, they have dedicated themselves to serving those in need, providing solace, support, and opportunities for growth. Their mission...

  • Financial Planning Specialist

    2 weeks ago

    Indianapolis, United States WestPoint Financial Group Full time

    Job DescriptionJob DescriptionWestPoint Financial Group is seeking a Financial Planning Specialist to join our Financial Planning department in one of our district offices (Chicago, Indianapolis, or Milwaukee). A financial planning specialist provides the highest level of planning services for clients by analyzing each client's goals and financial...

  • Financial Operations Manager

    2 weeks ago

    Indianapolis, Indiana, United States Creative Financial Staffing Full time

    Financial Operations ManagerWhy Join Us? Collaborate across various departments Gain exposure to a highly skilled Executive Leadership team Play a key role in developing and refining operational processes Become part of an organization with a strong growth trajectory Enjoy opportunities for professional advancementKey Responsibilities of the Financial...

  • Chief Financial Officer

    3 weeks ago

    Indianapolis, United States Creative Financial Staffing Full time

    Job Title: Chief Financial Officer (CFO)Location: Hybrid (3 days in office, 2 days working from home)Industry: Non-ProfitBenefits: Comprehensive Benefits PackageJob SummaryThe Chief Financial Officer (CFO) will be a key member of the executive team, responsible for the financial strategy and operations of a Non-Profit. The ideal candidate will have a strong...

  • Senior Financial Analyst

    1 month ago

    Indianapolis, United States Creative Financial Staffing Full time

    Why work here? Tremendous opportunity for professional growth Highly awarded/recognized firm Typical hours are 9-5, excellent work/life balance, 5 weeks PTO High profile exposure to numerous departments and Executives Hybrid schedule available if desired Main Responsibilities Monthly, quarterly, and ad-hoc reporting Assist with preparing financial...

  • Senior Financial Analyst

    3 weeks ago

    Indianapolis, United States Creative Financial Staffing Full time

    Why work here? Tremendous opportunity for professional growth Highly awarded/recognized firm Typical hours are 9-5, excellent work/life balance, 5 weeks PTO High profile exposure to numerous departments and Executives Hybrid schedule available if desired Main Responsibilities Monthly, quarterly, and ad-hoc reporting Assist with preparing financial...

  • Financial Services Professional

    3 months ago

    Indianapolis, United States Bankers Life Full time

    Financial Services Professional - Hybrid Experience Location: Indianapolis, IN, United States Job Category: Financial Representative Posted: 13-Jul-2023 Job Description Bankers Life, one of the most respected companies in the Financial Services industry, is seeking ambitious individuals to grow our team of Insurance Agents and Financial Representatives....

  • Tax Specialist and Accounting Professional

    2 weeks ago

    Indianapolis, Indiana, United States Marietta Financial Services, Inc. Full time

    Exciting Career Opportunity at Marietta Financial Services, Inc.Marietta Financial Services, Inc., a dynamic and expanding financial firm, is seeking a skilled accounting and tax expert to enhance their team. The firm provides exceptional financial and tax services to a diverse clientele, ensuring comprehensive support for businesses across various...