Attention 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. For more information, and to apply online, please scroll down. 

What you will do: 

The Managed Financial Professional position is responsible for meeting with current and potential credit union members to help determine the best way to serve those members’ 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 member risk tolerance, long- and short-term goals, income, assets, investments, and debts; determining which products best meet the members needs and circumstances.
• Advising the member regarding the advantages, risks, and disadvantages of different products
• Developing internal referral resources to identify clients.
• Identifying external prospects and expanding new client relationships
• Identifying cross-sell opportunities, including opportunities to refer members to other lines of credit union representatives through proper financial profiling and needs-based selling
• Understanding and complying with all aspects of credit union 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 member relationships
• Exceeding member expectations in terms of accuracy, efficiency, courtesy, and professionalism

What you will have:

With a strong focus on sales and member service, the Managed Financial Professional should be a true “people person' who enjoys developing professional and mutually beneficial relationships with a wide variety of member. Candidates should be self-motivated and driven to exceed expectations in all that they do. Additional requirements of this position include:

• FINRA Series 7 and 66 or 63 & 65 (Required) 
• State Life & Health Insurance License of state where applying
• Strong sales, marketing, member service, relationship building and business development skills
• 2 years of experience in finance, insurance and/or banking

What is nice to have:

• College degree, preferred.

Compensation Range: 

The base annual salary range for this role is $50,000 to $70,000, plus a competitive performance-based bonus and a generous incentive compensation package. Base annual salary depends on a wide array of factors, including but not limited to skill set, years and depth of experience, certifications, and location. Base annual salary may also differ significantly due to geography and cost of labor considerations.