- FINRA Series 7 and Series 66 or Series 65 and 63
- State Life and Health Insurance license
- Self-Sourced Book of business
- 3+ years of financial services experience, self-sourced book of business
- Exceptional interpersonal and relationship building skills
- Recommend solutions to your clients for their investment needs
- Collaborate with others in developing presentations delivered in group settings or one-on-one
- Keep in touch with clients to ensure that they have the right products for their current needs
- Create referral opportunities and build a referral-based practice
- Determine the course for your career in terms of financial objectives
- Understand and comply with all aspects of Cetera policies and practices, laws and regulations governing the duties and responsibilities of product sales
- Maintain all necessary licenses and registrations as required
- Please Note: Cetera does not accept unsolicited Agency resumes. Any unsolicited resumes received from Agencies will be considered property of Cetera unless specifically requested by Human Resources. Unsolicited resumes will be ineligible for referral fees.
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Financial Advisor
2 weeks ago
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Financial Advisor
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Lakeshore Financial Group Chicago, United StatesAre you a driven, client-focused professional seeking career growth and unlimited income potential? Lakeshore Financial Group is seeking ambitious individuals to join our Chicago team as Financial Advisors. You'll build lasting client relationships, develop your expertise, and ga ...
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Financial Advisor
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Lakeshore Financial Group Chicago, United StatesAre you a driven, client-focused professional seeking career growth and unlimited income potential? · Lakeshore Financial Group is seeking ambitious individuals to join our Chicago team as Financial Advisors. You'll build lasting client relationships, develop your expertise, and ...
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Albany Bank and Trust Chicago, United StatesJob Description · Job Description · Albank Investments serves the financial needs of private clients, including high net worth individuals, business · owners, and institutions. Since our founding in 2001, we have been helping clients meet their increasingly · complex financial g ...
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Financial Advisor
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Albany Bank Chicago, United StatesJob Description · Job Description · Albank Investments serves the financial needs of private clients, including high net worth individuals, business · owners, and institutions. Since our founding in 2001, we have been helping clients meet their increasingly · complex financial go ...
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Financial Aid Advisor
1 week ago
SAE Institute Chicago, United StatesThe Financial Aid Advisor works closely with students, and their families, to ensure student is properly funded for their education. Advises student about the different types of funding methods available, and provides information regarding all the procedures and requirements of a ...
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Cooper White Group Chicago, United StatesRole: Senior Financial Advisor - USA (SVP/Principal) · Our client is a powerhouse Wealth Advisor - Nationally recognised as one of the best places to work alongside one of the strongest compensation models in North America. Renowned for its commitment to excellence, integrity, a ...
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Financial Aid Advisor
1 week ago
TCS Education Chicago, United StatesJob Description: · Job Title: · Financial Aid Advisor · Department: · Financial Aid · Job Purpose: · The Financial Aid Advisor is responsible for advising and assisting students with all aspects of financing their education including establishing financial aid eligibility, ...
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Associate Financial Advisor
1 week ago
Claire Myers Consulting Chicago, United StatesOur client is a mission-driven financial planning practice who is looking for an Associate Financial Advisor (AFA). When we say this business owner is the best of the best, we are not exaggerating Her team has a long tenure and care deeply about the clients and community they ser ...
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Financial Aid Advisor
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TCS Education Chicago, United StatesJob Description: · Job Title: Financial Aid Advisor · Department: Financial Aid · Job Purpose: · The Financial Aid Advisor is responsible for advising and assisting students with all aspects of financing their education including establishing financial aid eligibility, clarif ...
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Financial Advisor Assistant
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Financial Advisor Assistant
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MAP Wealth Management Chicago, United StatesFinancial Advisory Assistant / Client Service Associate Job Description $60k-$90k · MAP Wealth Management,a growing wealth management firm, is seeking a client service associate to assist us in our mission of helping clients achieve their financial goals. This is your chance to ...
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Financial Aid Advisor
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ATS Institute of Technology, Nursing School Chicago, United StatesATS Institute Of Technology has been successfully helping students achieve their educational goals since 1998. Accredited nationally by the Accrediting Bureau of Health Education Schools (ABHES). We are currently seeking a full-time Financial Aid Advisor to join our team of excep ...
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Financial Aid Advisor
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ATS Institute of Technology, Nursing School Chicago, United StatesJob Description · Job DescriptionATS Institute Of Technology has been successfully helping students achieve their educational goals since 1998. Accredited nationally by the Accrediting Bureau of Health Education Schools (ABHES). We are currently seeking a full-time Financial Aid ...
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Voya Chicago Financial Advisor
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Experienced Financial Advisor - Chicago, United States - Cetera Financial Group
Description
Help your clients follow their dreams, while you create a stronger future for yourself as a financial representative with Cetera Investors. You will provide financial planning, financial advice, investment management service and guidance to your clients as they pursue their financial objectives.
Why We Think You'll Like It Here
Our team of forward-thinkers is building the future of independent financial advice with a unique Advice-Centric Experience. If you love a challenge, this is the environment for you. Make a difference in your community and your life with Cetera Investors.
What you need
What you will do
About Cetera Financial Group and Cetera Investors
Cetera Financial Group ("Cetera") is a leading network of independent retail broker-dealers empowering the delivery of objective financial advice to individuals, families and company retirement plans across the country through trusted financial advisors and financial institutions. Cetera is the second-largest independent financial advisor network in the nation by number of advisors, as well as a leading provider of retail services to the investment programs of banks and credit unions.
Through its multiple distinct firms, Cetera offers independent and institutions-based advisors the benefits of a large, established broker-dealer and registered investment adviser, while serving advisors and institutions in a way that is customized to their needs and aspirations. Advisor support resources offered through Cetera include award-winning wealth management and advisory platforms, comprehensive broker-dealer and registered investment adviser services, practice management support and innovative technology.
Cetera Financial Group is committed to providing an equal employment opportunity for all applicants and employees. For us, this is the only acceptable way to do business. Accordingly, all employment decisions at the Cetera Financial Group, including those relating to hiring, promotion, transfers, benefits, compensation, and placement, will be made without regard to race, color, ancestry, national origin, citizenship, age, physical and/or mental disability, medical condition, pregnancy, genetic characteristics, religion, religious dress and/or grooming, gender, gender identity, gender expression, sexual orientation, marital status, U.S. military status, political affiliation, or any other class protected by state and/or federal law.