Financial Services Professional

3 days ago


Northfield, Minnesota, United States Cetera Investment Services LLC Full time

Financial Advisor Job Description

The Financial Advisor role at Cetera Investment Services LLC requires candidates to have a current FINRA Series 7 and 66 (or 63/65) certification. The main responsibilities of the Financial Advisor include providing financial planning, advice, and investment management services to bank customers. This involves assessing customer portfolios, financial goals, and providing guidance on achieving those goals.

Key Responsibilities

  • Developing a client base for selling wealth management products
  • Analyzing customer information to determine suitable products
  • Advising customers on product advantages and risks
  • Identifying cross-sell opportunities
  • Maintaining compliance with bank policies and regulations
  • Providing superior customer service

Requirements

  • FINRA Series 7, 63, and 65 or FINRA Series 7, 66
  • Life & Health Insurance license
  • Strong sales and business development skills
  • 2+ years of experience as a producing advisor
  • Bachelor's degree preferred

Education and Training

Cetera Investment Services LLC is a well-established financial services company offering support and resources to help employees succeed. Joining Cetera means access to training, marketing resources, and a clear career path. If you are interested in this position, please submit your resume for consideration.



  • Northfield, Minnesota, United States Edward Jones Full time

    About the RoleWe are seeking a highly skilled and motivated individual to join our team as an Associate Financial Advisor. As a key member of our client team, you will work closely with our Financial Advisors to provide personalized investment and financial solutions to clients.Key ResponsibilitiesGather information and collect suitability to deeply...


  • Northfield, Minnesota, United States Edward Jones Full time

    About the RoleWe are seeking a highly motivated and detail-oriented Associate Financial Advisor to join our team at Edward Jones. As a key member of our client team, you will work closely with a Financial Advisor to provide personalized investment and financial solutions to clients.Key ResponsibilitiesGather information and collect suitability to deeply...


  • Northfield, Minnesota, United States Edward Jones Full time

    About the RoleWe are seeking a highly motivated and detail-oriented Associate Financial Advisor to join our team at Edward Jones. As a key member of our client team, you will work closely with our Financial Advisors to provide personalized investment and financial solutions to clients.Key ResponsibilitiesGather information and collect suitability to deeply...


  • Northfield, Minnesota, United States Edward Jones Full time

    About the RoleWe are seeking a highly skilled and motivated Associate Financial Services Professional to join our team at Edward Jones. As a key member of our client team, you will work closely with a Financial Advisor to provide personalized financial solutions to clients and grow the business.Key ResponsibilitiesClient Relationship Management: Build and...


  • Northfield, Minnesota, United States Edward Jones Full time

    Job SummaryWe are seeking a highly motivated and detail-oriented Financial Services Representative to join our team at Edward Jones. As a Financial Services Representative, you will work closely with a Financial Advisor to provide exceptional client service, build strong relationships, and drive business growth.Key ResponsibilitiesBuild and maintain strong...


  • Northfield, Minnesota, United States Edward Jones Full time

    Role OverviewAs an Associate Financial Consultant at Edward Jones, you will play a vital role in serving clients, growing the branch, and positively impacting communities in alignment with firm strategy.Key ResponsibilitiesBuild meaningful relationships with clients, understanding their financial goals and objectives.Work with an established Financial...


  • Northfield, Minnesota, United States Merchants Bank Full time

    Merchants Bank is looking for a dedicated Universal Banker to join our team.In this role, you will be tasked with delivering outstanding customer service while actively promoting a variety of banking products and services tailored to the financial requirements of our clients. Your responsibilities will include handling diverse banking transactions,...


  • Northfield, Minnesota, United States Edward Jones Full time

    Associate Financial Advisor Role at Edward JonesWe are seeking a highly motivated and detail-oriented Associate Financial Advisor to join our team at Edward Jones. As an Associate Financial Advisor, you will work closely with an established Financial Advisor to serve clients, grow the branch, and positively impact communities in alignment with our firm's...


  • Northfield, Minnesota, United States Edward Jones Full time

    About the RoleWe are seeking a highly skilled and motivated individual to join our team as a Branch Office Administrator. As a key member of our branch team, you will play a critical role in delivering exceptional client service and supporting our financial advisors in achieving their goals.Key ResponsibilitiesDevelop and maintain strong relationships with...

  • Procurement Manager

    3 weeks ago


    Northfield, Minnesota, United States Medline Industries - Transportation & Operations Full time

    Job SummaryMedline Industries, LP is seeking a seasoned Procurement Manager to lead our Professional Services categories, including Consulting, Contingent Labor, Legal, Recruiting, Staffing, HR, Benefits, and Rewards Programs. As a key member of our Transportation & Operations team, you will be responsible for developing and executing category strategies to...


  • Northfield, Minnesota, United States Wintrust Financial Full time

    {"title": "Commercial Banker - Middle Market", "description": "Role SummaryAs a Commercial Banker - Middle Market, you will be responsible for managing and growing a portfolio of commercial banking customers, expanding existing customer relationships, and developing new business. This role requires exceptional service skills to build and strengthen customer...


  • Northfield, Minnesota, United States Securian Financial Group Full time

    Job Title: Advanced Sales DirectorWe are seeking a highly skilled and experienced Advanced Sales Director to join our team at Securian Financial Group. As a key member of our sales leadership team, you will be responsible for driving business growth and developing strategic plans to achieve sales objectives.Key Responsibilities:Develop and execute advanced...

  • Nursing Professional

    3 weeks ago


    Northfield, Minnesota, United States Three Links Health Services Full time

    Nursing Career OpportunityThree Links Health Services is seeking a skilled Nursing Professional to join their team. This position offers a chance to grow and develop a career in a supportive environment. At Three Links, we value our employees and offer a comprehensive benefits package along with competitive wages.Key Responsibilities:Coordinate patient care...


  • Northfield, Minnesota, United States Laura Baker Services Association Full time

    ## Job Summary We are seeking a dedicated and compassionate Direct Support Professional to join our team at Laura Baker Services Association. As a Direct Support Professional, you will play a vital role in providing direct care and support to individuals with developmental disabilities. ## Job Responsibilities * Provide individualized support and care to...


  • Northfield, Minnesota, United States Edward Jones Full time

    About the RoleWe are seeking a highly skilled and motivated Branch Office Support Professional to join our team at Edward Jones. As a critical member of our branch team, you will play a key role in helping our clients achieve their long-term financial goals.Key ResponsibilitiesClient Relationship Management: Develop and maintain strong relationships with...


  • Northfield, Minnesota, United States Medline Industries Full time

    Job SummaryMedline Industries is a dynamic and entrepreneurial company with over 36,000 employees worldwide. We are committed to creating a workplace where our employees can grow and thrive.We are seeking a talented Finance/Accounting Intern to join our team. As a Finance/Accounting Intern, you will have the opportunity to work directly with full-time...


  • Northfield, Minnesota, United States Forum Financial Management Full time

    Job OverviewCompany: Forum Financial Management, LPWebsite: www.forumfinancial.comForum Financial Management, LP is a dynamic and expanding Registered Investment Advisory Firm managing over $7 billion in assets. Established in 2002 and becoming independent in 2009, we utilize a well-researched investment strategy often referred to as 'evidence-based...


  • Northfield, Minnesota, United States Northfield Hospital & Clinics Full time

    Job SummaryWe are seeking a skilled Social Worker to join our team at Northfield Hospital + Clinics. As a Social Worker, you will play a vital role in providing psychosocial assessment, discharge planning, and emotional support to patients and their families.Key Responsibilities:Conduct thorough psychosocial assessments to identify patient needs and develop...


  • Northfield, Minnesota, United States Forum Financial Management Full time

    Job OverviewCompany: Forum Financial Management, LPWebsite: WWW.FORUMFINANCIAL.COMForum Financial Management, LP is a dynamic and expanding Registered Investment Advisory Firm managing over $7 billion in assets. Established in 2002 and operating independently since 2009, we employ a diversified investment strategy grounded in extensive academic research. Our...


  • Northfield, Minnesota, United States Forum Financial Management Full time

    Job OverviewCompany: Forum Financial Management, LPWebsite: WWW.FORUMFINANCIAL.COMForum Financial Management, LP is a dynamic and expanding Registered Investment Advisory Firm, managing over $7 billion in assets. Established in 2002 and achieving independence in 2009, we employ a diversified investment strategy grounded in extensive academic research. Our...