Job Details
Cetera Investment Services is searching for a Junior Financial Advisor for:
CoreFirst Investment Services located at CoreFirst Bank & Trust.
Essential Functions & Responsibilities:
Reaches Sales Goals Through Managing Personal Activity
- Helps clients with their investment, retirement, and estate planning needs by utilizing products including stocks, bonds, mutual funds, life insurance, annuities, and long-term care insurance
- Has a strong desire to build a fee-based investment advisory business based on sound fiduciary principles
- Refers banking products to banking product account executives
- Sets goals with supervisor on both direct sales and referrals and achieve those goals
- Manages weekly activity: prospecting, appointment levels and selling levels
- Maintains clean sales practice and ensures all actions conform to bank plans and policies
Builds and Maintains Outstanding Bank and Branch Relations
- Motivates and encourages staff positively to gain confidence and obtain referrals
- Reciprocates with bank/branch staff on referrals; Ensures all investment customers have an account with the bank
- Communicates with staff and branch managers individually and through staff meetings
- Assists in training the staff both one-on-one and through meetings
Builds and Maintains Great Customer Service
Builds long-term relationship with customers
Finds assets for future business
Ties into good bank-branch relations
Provides excellent customer service and contributes toward meeting the bank s mission
Please note this description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice.
Investment related sales or service experience preferred but not required
College degree in relevant field preferred but not required
- FINRA licenses preferred but not required
- State licenses preferred but not required
- Will be required to pass all exams within the first year of employment if not already obtained
CETERA INVESTMENT SERVICES
Cetera is nationally recognized as a self-clearing broker-dealer, registered investment adviser, and insurance agency serving the clients of nearly 500 institutions with assets ranging from $15 million to $13 billion nationwide. At Cetera, we re committed to helping you reach your goals both professionally and personally. From outstanding income potential and scheduling flexibility to round-the-clock support and best-in-class training, the Cetera team continues to build on a reputation for success that is more than 30 years in the making. As a member of our organization, you ll have access to:
A clear transition plan and timeline so you know what to expect, and when
Our orientation course to give you an overview of all the tools and services available to you
Assistance with account transfers and paperwork, and frequent updates on their status
Help with communications to your current clients about your transition
In-person, online, and self-guided training on the breadth of our AdviceWorks technology platform
New business cards, stationery, and email address
An introduction to our vast marketing resources, so you can start using them with current and prospective clients
If you are interested in this position, please attach a copy of your resume with your application.