HarrisburgRecruiter
the smart solution for Harrisburg jobs

Financial Advisor

Company: Cetera Investment Services
Location: Harrisburg
Posted on: October 10, 2018

Job Description:

Financial Advisor This Financial Advisor position is located within a bank branch. The Financial Advisor is responsible for providing financial planning, financial advice and investment management to serve the needs of the Bank's consumer and business customers. The Financial Advisor assesses the customer's investment portfolio, financial objectives, and provides guidance to the customer on successfully achieving those objectives. Please note: Applicants must hold a current FINRA Series 7 and 63 in order to be considered. Job Responsibilities: Meet with customers to review their existing financial situation and to establish the client/planner relationship. Analyze the client's investment portfolio and recommend an asset allocation and specific plan to meet established objectives. Develop, recommend and implement an investment strategy suggesting specific investments and insurance products, for client approval, including: separately managed investment accounts, mutual funds, annuities, equities, fixed income investments, corporate and tax-exempt bonds, life insurance, etc. The advisor will continue to monitor these recommendations to meet the client's needs over time. Maintains an ongoing client relationship by conducting periodic reviews with each client on a scheduled and "as needed" basis. Collaborate with all departments of the bank to create a team environment and to meet customer's needs. This includes referring customers to other areas, as appropriate. Provides feedback to referring individuals and departments on the status of the referral. Generate additional referrals from personal networking, seminars, and presentations to community groups, including but not limited to: CPA's, attorneys and other centers of influence. Keeps abreast of new planning tools, products and resources, changing regulations and professional standards Understanding and complying with all aspects of bank and Cetera policies and practices, including laws and regulations governing the duties and responsibilities of investment sales. Maintaining all necessary licenses and registrations as required, including completing all mandatory training and industry-related continuing education in a timely manner Consistently demonstrates courteous and superior service to expand customer relationships Exceed customer expectations in terms of accuracy, efficiency, courtesy and professionalism Qualifications: With a strong focus on sales and customer service, the Financial Advisor should be a true "people person' who enjoys developing professional and mutually beneficial relationships with a wide variety of customers. Candidates should be self-motivated and driven to exceed expectations in all that they do. Additional requirements of the Financial Advisor include: FINRA Series 7 and 63 (Required) FINRA Series 65, or 66, preferred or willing to obtain shortly after hire State Life & Health Insurance license of state where applying Strong sales, marketing, and business development skills The desire and intrinsic motivation to meet or exceed goals Over two years of related sales experience and/or financial services experience. Experience within financial institutions is preferred. Exceptional interpersonal and relationship building skills Effective in a variety of formal presentation settings: one-on-one, small and large groups, and with various levels of constituents within the bank Bachelor's degree or equivalent in accounting, finance, or related field of study Completion, and approval of, pre-hire process, including FINRA, criminal and credit background check Education and Training Cetera Financial Institutions is a marketing name of Cetera Investment Services LLC, member FINRA/SIPC. Cetera Financial Institutions is nationally recognized as a self-clearing broker-dealer and insurance agency serving the clients of nearly 350 institutions with assets ranging from $15 million to $13 billion. Cetera Financial Institutions is part of Cetera Financial Group, the second-largest independent financial advisor network in the nation by number of advisors. At Cetera, we continue to build on our strong reputation that is more than 30 years in the making. As a member of our organization, you'll have access to: Award-winning wealth management and advisory platforms, comprehensive broker-dealer and registered investment adviser services, practice management support and innovative technology Our advisor orientation and training provides you an overview of all the tools and services available In-person, online, and self-guided training on the breadth of our SmartWorks technology platform Access to dedicated sales support teams A clear transition plan and timeline so you know what to expect, and when Assistance with account transfers and paperwork, and frequent updates on their status An introduction to our vast marketing resources, so you can start using them with current and prospective clients and much more! EEO/AA: Women, Minorities, the Disabled and Veterans are encouraged to apply

Keywords: Cetera Investment Services, Harrisburg , Financial Advisor, Accounting, Auditing , Harrisburg, Pennsylvania

Click here to apply!

Didn't find what you're looking for? Search again!

I'm looking for
in category
within


Other Accounting, Auditing Jobs


Full Charge Bookkeeper
Description: Join our Team Located in our Columbia, MD office where you will have the opportunity to use your education and experience to help our clients execute mission critical accounting and finance activities. (more...)
Company: UHY LLP
Location: Columbia
Posted on: 10/16/2018

Lyft - Drive More. Earn More - Earn $1,600 your first month,
Description: Learn more about driving for Employer by visiting our website via the apply now button br br Applicants with training in Accounting and Finance jobs from companies such as Brightway Insurance, Fiesta (more...)
Company: Lyft
Location: Savage
Posted on: 10/16/2018

Financial Consultant Program - Financial Representative - King of Prus
Description: Financial Consultant Program - Financial Representative - King of Prus We believe that as a Financial Representative, you make a key impact on the branch culture and sales, as the official face of Fidelity. (more...)
Company: Fidelity Investments
Location: King Of Prussia
Posted on: 10/16/2018


Cybersecurity Auditor Cleared Professional
Description: When it comes to Cyber, GDIT is looking for people with enthusiasm, curiosity, and a thirst for knowledge. Are you the person with the passion, intellect, and skills to learn the procedures and tools (more...)
Company: General Dynamics Information Technology
Location: Arlington
Posted on: 10/16/2018

Credentialed Tax Advisor - CPA, Enrolled Agent or Attorney - Seasonal Remote
Description: OverviewJoin Our Virtual Tax Network At Intuit, our mission is to power prosperity around the world. Tax experts support that mission to our TurboTax customers by: providing valuable guidance, instilling (more...)
Company: Intuit
Location: Allentown
Posted on: 10/16/2018

Program Finance Analyst
Description: Program Finance Analyst Description Leidos has a career opportunity for a Program Finance Analyst to provide program support in Columbia, MD. The Program Finance Analyst is responsible for planning, tracking, (more...)
Company: Leidos
Location: Columbia
Posted on: 10/16/2018

Senior Android Engineer
Description: Towers Crescent 12066 , United States of America, Vienna, VirginiaAt Capital One, we re building a leading information-based technology company. Still founder-led by Chairman and Chief Executive Officer (more...)
Company: Capital One
Location: Vienna
Posted on: 10/16/2018

Join Lyft Today - Earn $2,000 your first month, guaranteed!
Description: Learn more about driving for Lyft by visiting our website via the apply now button There are some Lyft drivers who have worked for great American companies such as PWC, Hard Rock Rocksino, and PrideStaff, (more...)
Company: Lyft
Location: Greenbelt
Posted on: 10/16/2018

financial advisor
Description: Prepare yourself for a brand new career - one where your success is completely in your hands. Edward Jones is a privately owned financial-services leader with nearly 14,000 Financial Advisors in the United (more...)
Company: Edward Jones
Location: Arlington
Posted on: 10/16/2018

Truck Driver Recent Graduates! Cash in on Our Biggest Pay In
Description: Our drivers asked for more we delivered. br br Pay increase for new Class A CDL Holders br br Whether you recently completed driver training or you already have your CDL-A and need on the road (more...)
Company: CRST Expedited
Location: Glassboro
Posted on: 10/16/2018

Log In or Create An Account

Get the latest Pennsylvania jobs by following @recnetPA on Twitter!

Harrisburg RSS job feeds