![Cetera](https://media.trabajo.org/img/noimg.jpg)
Financial Advisor
1 month ago
At Cetera, we strive for continuous improvement and evolution towards excellence. To achieve this, we require the right individuals who can support and ensure 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 are constantly evolving, providing meaningful prospects for growth to everyone. If you are proactive, adaptable to change, and thrive in a fast-paced and dynamic environment, the possibilities for advancement and success are limitless. We are currently seeking a Financial Advisor to add to our team.
The Financial Advisor position is responsible for working with current and potential customers to help 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.
What You Will Do:
Collecting and analyzing information regarding the customer risk tolerance, long- and short-term goals, income, assets, investments, and debts; determining which products best meet the customer needs and circumstances. Advising the customer regarding the advantages, risks, and disadvantages of different financial and investment products Developing internal referral resources to identify existing customers Identifying cross-sell opportunities, including opportunities to refer customers to other bank sales representatives through proper customer profiling and needs-based selling. Understanding and complying with all aspects of bank and Cetera policies and practices, including laws and regulations governing the duties and responsibilities of product sales Maintaining all necessary licenses and registrations as required Successfully completing all mandatory training in a timely manner Maintaining superior and courteous service to promote products and expand customer relationships Exceeding customer expectations in terms of accuracy, efficiency, courtesy, and professionalismWhat you need to have:
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 equivalentWhat is nice to have:
FINRA Series 63, 65, or 66, preferred College degree, preferred#LI-Hybrid
-
Financial Advisor
6 days ago
St Louis, United States Thrivent Financial Full time*Meaningful work. Rewarding career.* Make an impact providing holistic purpose-based financial advice to clients, helping them achieve their goals. Youll enjoy the satisfaction of making a difference in the lives of the people you serve while also having control over the income you earn, as youll be paid through commissions and incentives based on your...
-
Financial Advisor
1 month ago
St Petersburg, United States Thrivent Financial Full timeThrivent Financial Advisor Meaningful work. Rewarding career. Make an impact providing holistic purpose-based financial advice to clients, helping them achieve their goals. You’ll enjoy the satisfaction of making a difference in the lives of the people you serve while also having control over the income you earn, as you’ll be paid through commissions and...
-
Financial Advisor Trainee
4 months ago
St Louis, United States Raymond James Financial Services Full timeThrough distance learning, apprenticeship and training at the firms international headquarters, the Advisor Mastery Program (AMP) offers a comprehensive education for the next generation of Raymond James Financial Advisors. The program takes a holis Financial Advisor, Advisor, Trainee, Financial Planning, Financial, Relationship Manager, Banking
-
Senior Financial Advisor
4 weeks ago
St Louis, United States Moneta Group Full timeAs a Senior Financial Advisor, you'll collaborate closely with Partner Teams and fellow Advisors, tackling unique client situations head-on. From investment strategies to retirement planning, education savings to tax and estate planning, your experti Financial Advisor, Advisor, Financial Planning, Financial, Senior, Banking, Business
-
Financial Advisor Trainee
1 month ago
St Albans, United States Raymond James Financial Services Full timeJob Summary: Through distance learning, apprenticeship and training at the firm’s international headquarters, the Advisor Mastery Program (AMP) offers a comprehensive education for the next generation of Raymond James Financial Advisors. The program takes a holistic approach by incorporating training for technical and sales skills to fully position new...
-
Financial Advisor
1 month ago
St Paul, United States Boutique Recruiting Full timeA reputable financial services firm is searching for a dedicated Financial Advisor to join their team in New Brighton, MN. They are looking for someone with at least 5 years of experience in the financial planning industry who can independently develop and present advice on investment, tax, risk, education, and estate planning topics. This role offers the...
-
Associate Advisor
2 months ago
St Louis, Missouri, United States Allworth Financial Full timeAllworth Financial ) is an independent investment financial advisory firm that specializes in retirement planning, investment advising, and 401(k) management with a direct approach to financial planning. Allworth Financial delivers long- and short-term investment planning solutions and advice to help clients achieve their goals and plan strategically for...
-
Client Services Representative
4 days ago
St Cloud, United States Cetera Financial Group Full timeJob DescriptionThis person supports Financial Advisors (Registered Representatives) with running their day-to-day Investment practice while enhancing the customer service level and experience. This person works directly with the Registered Representative(s) to prepare and process client paperwork, perform client financial transactions, maintain client...
-
Client Services Representative
1 week ago
St Cloud, United States Cetera Financial Group Full timeJob Description This person supports Financial Advisors (Registered Representatives) with running their day-to-day Investment practice while enhancing the customer service level and experience. This person works directly with the Registered Representative(s) to prepare and process client paperwork, perform client financial transactions, maintain client...
-
Client Services Representative
3 days ago
St Cloud, United States Cetera Financial Group Full timeJob Description This person supports Financial Advisors (Registered Representatives) with running their day-to-day Investment practice while enhancing the customer service level and experience. This person works directly with the Registered Representative(s) to prepare and process client paperwork, perform client financial transactions, maintain client...
-
Associate Financial Advisor
1 month ago
St Paul, United States Boutique Recruiting Full timeA reputable financial services firm, is seeking a dedicated Associate Financial Advisor to join their team in New Brighton, Minnesota. This role is perfect for a current Client Service Associate (CSA) or paraplanner ready to take the next step in their career. The Associate Financial Advisor will support the team in delivering high-quality financial planning...
-
Financial Advisor I
6 days ago
St Petersburg, United States Bayfront Health Full timeJoin Our Team as a Financial Advisor At Bayfront Health, we are seeking a dedicated Financial Advisor to support patients and their families with financial services. In this pivotal role, you will be responsible for: Delivering outstanding customer service while accurately collecting patient information. Verifying insurance benefits and managing payment...
-
Principal Software Engineer
3 months ago
St Cloud, United States Cetera Financial Group Full timeJob Description We are at the forefront of transforming the future of technology in the financial industry, and we seek curious, practical individuals to help us pave the way. Our team is not intimidated by taking calculated risks, as they relish a good challenge and are eager to engage in problem-solving. As a member of our team, you will work alongside...
-
Service Professional
2 weeks ago
St Cloud, United States Cetera Financial Group Full timeJob Description Cetera is a leading financial advice firm. Comprehensive services include wealth management solutions, retirement plan solutions, advisory services, practice management support, innovative technology, marketing guidance, regulatory support, and market research. We believe in the power of more. Everything we do is designed to support and...
-
IRA Service Professional
2 months ago
St Cloud, United States Cetera Financial Group Full timeJob Description Cetera is a leading financial advice firm. Comprehensive services include wealth management solutions, retirement plan solutions, advisory services, practice management support, innovative technology, marketing guidance, regulatory support, and market research. We believe in the power of more. Everything we do is designed to support and...
-
Senior Corporate Tax Accountant
5 days ago
St Cloud, United States Cetera Financial Group Full timeJob Description Cetera Financial Group (CFG) is seeking a Senior Corporate Tax Accountant responsible for executing federal and state tax returns, tax provisions, and various related and other tax responsibilities. What you will do: Assist in preparing the federal income tax return. Assist in preparing separate state tax returns and unitary state tax...
-
Financial Advisor
3 months ago
St Louis, United States Moneta Corporation Full timeCompany DescriptionMONETA is the world's largest independent Registered Investment Advisor (RIA), focused on going further for our clients. We are one firm with many solutions, and we provide a full spectrum of financial advisory services, but our true purpose is centered on building relationships and providing exceptional service to our clients around the...
-
Financial Advisor
4 weeks ago
St George, United States Northwestern Mutual Full timeFinancial Representative//Financial Services ProfessionalFinancial Representatives at Northwestern Mutual St. George help their clients live more and worry less through our personalized approach to financial planning. As a business owner, they spend their days acquiring clientele and finding financial solutions with help from our industry-leading training,...
-
Senior Financial Advisor
5 days ago
St Louis, Missouri, United States Kelly Services, Inc. Full timePosition OverviewAs a Senior Financial Advisor, you will take charge of all financial operations for the designated site and its associated business. Your responsibilities will encompass:Ownership of Financial Outcomes: You will manage the Profit and Loss (P&L) statements and Balance Sheet results, ensuring financial health and sustainability.Collaboration...
-
Senior Financial Advisor
5 days ago
St Louis, Missouri, United States Kelly Services, Inc. Full timePosition OverviewAs a Senior Financial Advisor, you will take charge of all financial operations for the designated site and business unit, ensuring comprehensive management of the Profit and Loss (P&L) and Balance Sheet outcomes.Key ResponsibilitiesStrategic Collaboration: Work closely with site leadership to align financial strategies that enhance...