What are the responsibilities and job description for the Associate Financial Professional position at Candidate Experience site?
Associate Financial Professional
This Associate Advisor position is for someone looking to grow in the industry as you support and partner with a group of seasoned Advisors. You will work to support and deepen relationships with a very large existing customer base. The Advisor is responsible for working with customers to help determine the best way to serve the customers best interest with investment products and financial services Cetera offers. With a strong focus on customer service and sales, the Advisor should be a true “people person" who enjoys developing professional and mutually beneficial relationships with a wide variety of customers. We will fully support you with an open product platform and resources in the financial industry so you can nurture relationships with customers. Candidates should be self-motivated and driven to exceed expectations in all that they do.
What You Will Do:
• 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 investment opportunities
• Developing internal referral resources to identify existing customers
• Understanding and complying with all aspects of 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 Cetera and expand customer relationships
• Exceeding customer expectations in terms of accuracy, efficiency, courtesy, and professionalism
What you need to have:
• FINRA Series 6 or 7
• State Life & Health Insurance License
• 1 years sales, marketing, and business development skills
• 1 years of experience with investments, insurance and/or advisory relationships
Really catch our eye with:
• College degree preferred
• Good communication skills
• Independent
• Adaptability
• Flexibility