Wealth Management Advisor

3 days ago

Jacksonville, Florida, United States Cetera Investment Services LLC Full time
Job Title: Wealth Advisor

We are seeking a highly motivated and experienced Wealth Advisor to join our team at Cetera Investment Services LLC. As a Wealth Advisor, you will be responsible for developing and maintaining a portfolio of client relationships within the defined affluent and high net worth market segments.

Key Responsibilities:
  • Collaborate with internal business partners to provide a broad range of wealth products and services, including financial planning, asset management, personal trust and estate planning, insurance and risk management services, consumer and mortgage credit, and general banking services.
  • Serve as a focused partner, working closely with internal partners to identify relationship growth and asset retention opportunities.
  • Consistently acquire new clients and expand services to existing clients to meet revenue growth, profitability, and retention goals.
  • Provide guidance and solutions for the development and ongoing maintenance of client needs.
  • Perform perpetual discovery, assessing a client's financial situation to retain and grow the client relationship, conduct and manage all pre-call and post-call meetings for every call.
  • Ability to independently manage large client relationships.
  • Manage multiple tasks and deadlines, including proper KYC guidelines, call reporting, book of business management and maintenance, and manage all elements of risk and compliance needs for the book of business, and utilizing all the tools and resources available to continuously enhance their skill set and improve their performance.
Requirements:
  • Bachelor's degree and five (5) years of financial services industry experience, preferably in commercial or consumer banking, trust investment, or wealth management.
  • Or nine (9) years of financial services industry experience, preferably in commercial or consumer banking, trust investment, or wealth management.
Skills and Competencies:
  • Effective relationship management, business development, and presentation skills.
  • Effective sales, negotiation, problem-solving, and interpersonal skills.
  • Excellent verbal and written communication skills.
  • Possess effective and proven sales experience.
  • Strong initiative to be proactive and follow through on client requests.
  • Anticipates client needs and is proactively provides solutions.
Benefits:
  • Paid Vacation/Sick Time.
  • 401K with Company Match.
  • Medical, Dental, and Vision Benefits.
  • Disability Benefits.
  • Health Savings Account.
  • Flexible Spending Account.
  • Life Insurance.
  • Parental Leave.
  • Employee Assistance Program.
  • Associate Volunteer Program.

Please note, benefits and plans may be changed, amended, or terminated with respect to all or any class of associate at any time.

Cetera is nationally recognized as a self-clearing broker-dealer, registered investment adviser, and insurance agency serving the clients of nearly 500 institutions with assets ranging from $15 million to $13 billion nationwide. At Cetera, we're committed to helping you reach your goals – both professionally and personally. From outstanding income potential and scheduling flexibility to round-the-clock support and best-in-class training, the Cetera team continues to build on a reputation for success that is more than 30 years in the making.

As a member of our organization, you'll have access to:

  • A clear transition plan and timeline so you know what to expect, and when.
  • Our orientation course to give you an overview of all the tools and services available to you.
  • Assistance with account transfers and paperwork, and frequent updates on their status.
  • Help with communications to your current clients about your transition.
  • In-person, online, and self-guided training on the breadth of our AdviceWorks technology platform.
  • New business cards, stationery, and email address.
  • An introduction to our vast marketing resources, so you can start using them with current and prospective clients.

If you are interested in this position, please attach a copy of your resume with your application.

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