- If you are interested in this position, please attach a copy of your resume with your application.
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Financial Advisor
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Cetera Investment Services LLC Fredericksburg, United StatesApplicants are required to hold a current FINRA Series 7 and 66 (or 63/65) in order to be considered. · The Financial Advisor is responsible for providing financial planning, financial advice and investment management to serve the needs of the banks consumer and business custome ...
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Financial Advisor
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Financial Advisor
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Atria Wealth Solutions Fredericksburg, United StatesFinancial Advisor - Fredericksburg · Fredericksburg, VA, United States · PLEASE NOTE: NAVY FEDERAL FINANCIAL SERVICES IS THE EMPLOYER FOR THIS JOB. IF YOU ARE INTERESTED IN THIS POSITION, PLEASE FOLLOW THE APPLICATION PROCESS OUTLINED AT THE BOTTOM OF THIS POSTING. DO NOT APPLY ...
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Ny Life Fredericksburg, United StatesOur mission is to provide financial security and peace of mind through our insurance, annuity, and investment solutions. We act with integrity and humanity in all our interactions with our policy owners, business partners, and one another. Grounded in both confidence and humility ...
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Entry-Level Financial Advisor
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beBee Handyman Charenton, LA, United States FreelanceCurrently, I need to seek a second opinion from a financial advisor in Charenton, LA. I am about to finish my work contract and going through a separation. In order to change my residence and return my ex-partner's share of our common assets, I believe I need to request a loan, m ...
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Wealth Enhancement Group Falls Church, United StatesAbout Wealth Enhancement Group · Wealth Enhancement Group is an independent wealth management firm with an endless passion for enriching the lives of our clients. We continually seek to perfect our craft of personalized financial planning with our team-based Roundtable and UniFi ...
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Financial Advisor
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Claire Myers Consulting McLean, United StatesOur client is a top Wealth Management firm who is looking for an additional Financial Advisor for their team. As a Financial Advisor you will embrace technology, enjoy a collaborative environment, and hold in high regard serving clients in a fiduciary capacity. You will work with ...
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Financial Advisor
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Financial Advisor
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Financial Advisor
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Financial Advisor
2 weeks ago
Claire Myers Consulting McLean, United StatesOur client is a top Wealth Management firm who is looking for an additional Financial Advisor for their team. As a Financial Advisor you will embrace technology, enjoy a collaborative environment, and hold in high regard serving clients in a fiduciary capacity. You will work with ...
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Financial Advisor
1 week ago
Claire Myers Consulting McLean, United StatesOur client is a top Wealth Management firm who is looking for an additional Financial Advisor for their team. As a Financial Advisor you will embrace technology, enjoy a collaborative environment, and hold in high regard serving clients in a fiduciary capacity. You will work with ...
Financial Advisor - Fredericksburg, United States - Cetera Investment Services LLC
Description
Applicants are required to hold a current FINRA Series 7 and 66 (or 63/65) in order to be considered.
The Financial Advisor is responsible for providing financial planning, financial advice and investment management to serve the needs of the bank's consumer and business customers. The Financial Advisor assesses the customer's investment portfolio, financial objectives and provides guidance to the customer on successfully achieving those objectives.
Job Responsibilities
The Financial Advisor will proactively develop a client base to which appropriate wealth management products can be sold. Duties will include:
· 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 products
· Developing internal referral resources to identify existing customers
· Identifying external prospects and building up new client relationships
· 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 professionalism
Job Requirements
With a strong focus on sales and customer service, the Financial Advisor 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. Additional requirements of the Financial Advisor include:
· FINRA Series 7, 63 and 65 or FINRA Series 7, 66 (Required)
· Life & Health Insurance license (Required)
· Strong sales, marketing and business development skills
· 2+ years of experience as producing advisor
· Bachelor's degree preferred
Education and Training
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