Associate Financial Professional

What You Will Do

• Collecting and analyzing information regarding the customer risk tolerance, long- and short-term goals, income, assets, investments, and debts; determining which products best meet the customer needs and circumstances.
• Advising the customer regarding the advantages, risks, and disadvantages of different investment opportunities
• Developing internal referral resources to identify existing customers
• Understanding and complying with all aspects of Cetera policies and practices, including laws and regulations governing the duties and responsibilities of product sales
• Maintaining all necessary licenses and registrations as required
• Successfully completing all mandatory training in a timely manner
• Maintaining superior and courteous service to promote Cetera and expand customer relationships
• Exceeding customer expectations in terms of accuracy, efficiency, courtesy, and professionalism
• What you need to have:
• FINRA Series 6 or 7
• State Life & Health Insurance License
• 1+ years sales, marketing, and business development skills
• 1+ years of experience with investments, insurance and/or advisory relationships
• Really catch our eye with:
• College degree preferred
• Good communication skills
• Independent
• Adaptability
• Flexibility
• The base annual salary for this role is $55,500, plus a competitive performance-based bonus. Base annual salary depends on a wide array of factors, including but not limited to skill set, years and depth of experience, certifications, and location. Base annual salary may also differ significantly due to geography and cost of labor considerations.