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Cetera Investors

Financial Advisor

Cetera Investors, Fairport, New York, United States, 14450


Position Title: Cetera Investors Financial AdvisorWhat we need:A Financial Advisor with an existing book of business, able to strengthen existing relationships and acquire new clientsUtilize Cetera's Assets and Tools (RightBridge, Marketing Central, Pentameter, etc.)What you will do:Maintain and grow existing book of businessProspect for new opportunities through client referrals, seminars, and community involvementFormulate and implement advice independently or in collaboration with othersUse Cetera tools and platforms for product, investment, or planning recommendationsWhat you need:Bachelor's degree in business, administration, accounting, finance, or similar field preferredMinimum of three years' experience in financial services industry with 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 businessMust pass criminal and credit background checks and maintain a clean U4 with FINRAWhat you should expect:Support from local leadership, Growth Officer, and Home Office employees to deepen client relationships and grow the overall book of businessAbout Cetera Financial Group:Cetera Financial Group® is a leading network of independent retail broker-dealers empowering the delivery of objective financial advice to individuals, families, and company retirement plans across the country through trusted financial advisors and financial institutions.