Cetera Investors
Financial Advisor
Cetera Investors, Lexington, Kentucky, us, 40598
Position Title:
Financial AdvisorResponsibilities:Manage existing and new client relationshipsProspect for new opportunities through client referrals, seminars, and community involvementFormulate and implement financial advice independently or in collaboration with support teamsDevelop product, investment, or planning recommendations using financial tools and platformsRequirements:Bachelor's degree in finance, accounting, or related field preferredMinimum of three years' experience in financial services with a proven sales track recordSeries 7, 63/65 or 66 and Life, Accident & Health Insurance licensesStrong interpersonal, time management, and organizational skillsDesire to help clients and grow businessClean background checks with FINRASupport and Benefits:Support from local leadership, Growth Officer, and Home Office employeesOpportunities for Teaming/Partnership/Ensemble and Succession PlanningAbout Cetera Financial Group:Cetera Financial Group is a leading network of independent retail broker-dealers delivering objective financial advice to individuals and company retirement plans nationwide. They offer comprehensive broker-dealer and registered investment adviser services, practice management support, and innovative technology.*Registered Representatives offer brokerage services and receive commissions. Investment Adviser Representatives offer investment advisory services and receive fees based on assets.Cetera Investors | 400 First St. South, Suite 300 | St. Cloud, MN 56301
Financial AdvisorResponsibilities:Manage existing and new client relationshipsProspect for new opportunities through client referrals, seminars, and community involvementFormulate and implement financial advice independently or in collaboration with support teamsDevelop product, investment, or planning recommendations using financial tools and platformsRequirements:Bachelor's degree in finance, accounting, or related field preferredMinimum of three years' experience in financial services with a proven sales track recordSeries 7, 63/65 or 66 and Life, Accident & Health Insurance licensesStrong interpersonal, time management, and organizational skillsDesire to help clients and grow businessClean background checks with FINRASupport and Benefits:Support from local leadership, Growth Officer, and Home Office employeesOpportunities for Teaming/Partnership/Ensemble and Succession PlanningAbout Cetera Financial Group:Cetera Financial Group is a leading network of independent retail broker-dealers delivering objective financial advice to individuals and company retirement plans nationwide. They offer comprehensive broker-dealer and registered investment adviser services, practice management support, and innovative technology.*Registered Representatives offer brokerage services and receive commissions. Investment Adviser Representatives offer investment advisory services and receive fees based on assets.Cetera Investors | 400 First St. South, Suite 300 | St. Cloud, MN 56301