Financial Professional

Managed Financial ProfessionalAttention finance, insurance, and sales professionals—are you ready to take on a position that challenges your skills and rewards your performance? Cetera Financial Institutions is looking for motivated and capable individuals to fill the role of a Managed Financial Professional.With a strong focus on sales and customer service, the Managed Financial Professional 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.The Managed Financial Professional position is responsible for meeting with current and potential bank customers to help determine the best way to serve those customers' investment planning goals.

Get more out of your career with a company that invests in YOUR success – Welcome to Cetera!The Financial Professional 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 circumstancesAdvising the customer regarding the advantages, risks, and disadvantages of different productsDeveloping internal referral resources to identify customersIdentifying external prospects and expanding new client relationshipsIdentifying cross-sell opportunities, including opportunities to refer customers to other lines of bank representatives through proper customer profiling and needs-based sellingUnderstanding and complying with all aspects of bank and Cetera policies and practices, including laws and regulations governing the duties and responsibilities of product salesMaintaining all necessary licenses and registrations as requiredSuccessfully completing all mandatory training in a timely mannerMaintaining superior and courteous service to promote products and expand customer relationshipsExceeding customer expectations in terms of accuracy, efficiency, courtesy, and professionalismWhat you will have:FINRA Series 7, 63 requiredState Life & Health Insurance License of state where applyingStrong sales, marketing, and business development skills2 years of experience in finance, insurance and/or bankingHigh School Diploma or equivalentWhat is nice to have:FINRA Series 65, or 66, preferredBachelor's degree, preferredAbout CeteraCetera Financial Group® (Cetera) is a leading network of independent retail broker-dealers and registered investment advisers 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 one of the largest independent financial advisor networks in the nation and a leading provider of retail services to the investment programs of banks and credit unions.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 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.