Financial Services Professional

3 weeks ago

Saint Cloud, Minnesota, United States Cetera Full time

Cetera is committed to excellence and continuous improvement. We seek individuals who can support and drive our success. Our corporate team is the backbone of our operations, providing support in various areas such as legal, finance, and HR. We offer diverse business opportunities that provide meaningful prospects for growth to everyone. If you are proactive, adaptable to change, and thrive in a fast-paced and dynamic environment, you will find opportunities for advancement and success.

The Financial Advisor position is responsible for working with current and potential customers to determine the best way to serve those customers' needs with investment products and services. With a strong focus on sales and customer service, you should be a true "people person" who enjoys developing professional and mutually beneficial relationships with a wide variety of customers. Candidates should be self-motivated and driven to exceed expectations in all that they do.

Key Responsibilities:

  • Collect and analyze information regarding the customer risk tolerance, long- and short-term goals, income, assets, investments, and debts; determine which products best meet the customer needs and circumstances.
  • Advise the customer regarding the advantages, risks, and disadvantages of different financial and investment products.
  • Develop internal referral resources to identify existing customers.
  • Identify cross-sell opportunities, including opportunities to refer customers to other bank sales representatives through proper customer profiling and needs-based selling.
  • Understand and comply with all aspects of bank and Cetera policies and practices, including laws and regulations governing the duties and responsibilities of product sales.
  • Maintain all necessary licenses and registrations as required.
  • Successfully complete all mandatory training in a timely manner.
  • Maintain superior and courteous service to promote products and expand customer relationships.
  • Exceed customer expectations in terms of accuracy, efficiency, courtesy, and professionalism.

Requirements:

  • FINRA Series 7 (Required) and the ability to gain additional licensing.
  • State Life & Health Insurance License.
  • 3+ years sales, marketing, and business development skills.
  • 3+ years of experience with investments, insurance, and/or advisory relationships.
  • High School Diploma, GED, or equivalent.

Preferred Qualifications:

  • FINRA Series 63, 65, or 66.
  • College degree.

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