What are the responsibilities and job description for the Financial Advisor - Managed Program position at Candidate Experience site?
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.
*This Financial Professional will service the Grand Rapids, Kalamazoo area and will be based in this region.
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 customers
• Identifying external prospects and expanding new client relationships
• Identifying cross-sell opportunities, including opportunities to refer customers to other lines of bank 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
What you will have:
• FINRA Series 7, 63 (Required)
• State Life & Health Insurance License of state where applying
• Strong sales, marketing, and business development skills
• 2 years of experience in finance, insurance and/or banking
• High School Diploma or equivalent
What is nice to have:
• FINRA Series 65, or 66, preferred
• Bachelor’s degree, preferred
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