Associate Financial Advisor

3 days ago

Meadville, United States Cetera Investment Services LLC Full time

Cetera Investment Services is looking for a motivated individual to fill the role of an Associate Financial Advisor for F.N.B Investment Services located at First National Bank in Meadville, PA. For more information, and to apply online, please scroll down.


Position Overview/Summary:

Perform support and sales for a financial advisor in meeting the needs of our clients. Performs a wide array of duties ranging from administrative activities, such as opening new accounts and performing account maintenance, including managing a book of clients and making recommendations.


Position Responsibilities

  • Place trades (buy/sell) and complete necessary documentation to handle the processing of trades.
  • Meet with clients to review new business document, obtain signatures, establish online access.
  • Identifying cross-sell opportunities, including opportunities to refer customers to other lines of bank representatives through proper customer profiling and needs-based selling.
  • Contact clients with any changes in their accounts.
  • Assist with answering phone calls or delegating faxes to appropriate staff.


Required Skills & Experience

  • Minimum of two years’ experience in the financial services industry
  • Series 7 or 6 registrations Preferred.
  • Experience utilizing a Contact Management System (CRM)
  • Excellent oral and written communication skills
  • Excellent people skills; enjoys constant interaction with clients.
  • Ability to work independently with good problem solving and time management skills.



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 40 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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