Financial Professional, BAR Financial

About the position

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. Office locations: Harrisburg, PA or Concord, CA. The expectation will be to come into office on-site.

Responsibilities

• 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.

Requirements

• Bachelor's degree.
• A valid and active FINRA Series 7 and active Series 66 (63/65) license.
• State life, health, disability, and variable license.
• Minimum of 2 years of financial experience.
• Good 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.

Benefits

• Base salary of $67,500.00 plus competitive incentive-based variable compensation package.