Financial Professional, BAR Financial

Cetera Financial GroupMechanicsburg, PA
227d$67,500

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.

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.

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.

Benefits

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

Stand Out From the Crowd

Upload your resume and get instant feedback on how well it matches this job.

Upload and Match Resume

What This Job Offers

Job Type

Full-time

Career Level

Entry Level

Industry

Securities, Commodity Contracts, and Other Financial Investments and Related Activities

Education Level

Bachelor's degree

Number of Employees

5,001-10,000 employees

© 2024 Teal Labs, Inc
Privacy PolicyTerms of Service