What are the responsibilities and job description for the Financial Professional, BAR Financial position at Candidate Experience site?
At Cetera, we embrace a competitive market with tenacity and sincerity, and our sales team embodies this through various channels within our organization. They recognize the immense potential for growth and achievement that lies within our organization, and they strive to exceed expectations by forging meaningful connections with clients, understanding their needs, and providing them with top-notch strategies. Join us to make a difference and leave a lasting impact on the industry.
We are currently seeking to add a Financial Professional to our team. The Financial Professional will have a minimum of 3 years’ industry experience, establishing a track record of business development success and providing clients with comprehensive planning advice. Senior Wealth Managers are the face of the client relationship with a team built around them.
What you will do:
• Work with existing Cetera clients.
• Assist with a broad range of needs including, but not limited to, answering questions about account balances, how to make withdrawals, transfer funds, find resources, etc.
• Provide clients with wealth management and financial planning advice.
• Grow the business through client asset consolidation, networking, and earning client referrals.
What you will have:
• Bachelor's degree or equivalent experience
• Active FINRA Series 7 and active Series 66 (63/65) license.
• State life, health, disability, and variable license.
• Minimum of 3 years of financial experience.
• Strong customer service skills as well as co-worker relationship skills.
• Ability to perform multiple tasks while maintaining good organizational skills.
• Ability to work under pressure and within time frames.
• Self-motivated and able to perform tasks without supervision.
• Polished and persuasive interpersonal and verbal/written communication skills
• Ability to quickly learn new technology and use a variety of data and systems.
• Strong time management skills and productivity; ability to successfully balance competing priorities.