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Cetera Investors

Financial Professional

Cetera Investors, Overland Park, Kansas, United States, 66213


Position Title: Cetera Investors Financial ProfessionalWhat we need:A Financial Professional that has an existing book of business, willing to deepen relationshipswhile managing existing and new client relationships adopting Cetera's Assets and Tools(RightBridge, Marketing Central, Pentameter, etc.)What you will do:This role maintains an existing book of business, prospects for new opportunities through clientreferrals, seminars and through community involvement. The Financial Professional is responsiblefor formulating and implementing advice on their own or through collaboration with BranchManagement, Growth Officer, Wholesaling and/or Back Office support. The Financial Professional may also rely on technical specialists to develop product, investment or planning recommendations whileusing Cetera tools and platforms.What you need:Bachelor's degree in business, administration, accounting, finance, or similar field of study ispreferredMinimum of three years' experience in the financial services industry with a proven sales trackrecord based on T12 GDC and AUM/AUAIn good standing in current role, with proven sales techniques and ability to closebusinessSeries 7, 63/65 or 66 and Life, Accident & Health Insurance licensesStrong interpersonal skillsStrong time management and organizational skillsExhibit strong ethics and a desire to help clients and give them extraordinary serviceMust want to grow and develop your business, consistently adding to the firm's assetsunder management and revenue growthMust pass criminal and credit background checks and maintain a clean, in good standing U4 withFINRAWhat you should expect:As an Independent 1099 Financial Professional managing one's own Business Practice, there will be support from local Branch leadership, Growth Officer and Home Office employees who are there and willing to help in deepening client relationships and growing the overall book of business, AUM and T12/GDC as a joint effort. There is also support with teaming/Partnership/Ensemble and Succession Planning.About Cetera Financial Group:Cetera Financial Group® ("Cetera") is a leading network of independent retail broker-dealersempowering the delivery of objective financial advice to individuals, families and companyretirement plans across the country through trusted financial advisors and financial institutions.Cetera is an independent financial advisor network and a leading provider of retail services to theinvestment programs of banks and credit unions.Through its multiple distinct firms, Cetera offers independent and institutions-based advisors thebenefits of a large, established broker-dealer and registered investment adviser, while servingadvisorsand institutions in a way that is customized to their needs and aspirations. Advisor supportresources 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" refers to the network of retail independent broker-dealers encompassing,among others, Cetera Advisors, Cetera Advisor Networks, Cetera Financial Institutions, CeteraFinancial Specialists, and First Allied Securities.Individuals affiliated with Cetera firms are either Registered Representatives who offer onlybrokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services.Cetera Investors | 400 First St. South, Suite 300 | St. Cloud, MN 56301