LancasterPARecruiter
the smart solution for Lancaster jobs

Financial Advisor

Company: Cetera Investment Services
Location: Lancaster
Posted on: September 7, 2018

Job Description:

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 CeteraInvestment 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, Lancaster , Financial Advisor, Accounting, Auditing , Lancaster, 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


General Accountant " The Ritz-Carlton, Washington, DC (18002761)
Description: General Accountant At more than 80 award-winning properties worldwide, The Ritz-Carlton Ladies and Gentlemen create experiences so exceptional that long after a guest stays with us, the experience stays (more...)
Company: Marriott International
Location: Washington
Posted on: 09/20/2018

Food & Beverage Controller - Marriott Hotels (18002JMV)
Description: Heres To Your Journey with Marriott Hotels Resorts Suites Marriott Hotels, Marriott Internationals flagship brand with more than 500 global locations, is advancing the art of hosting so that our guests (more...)
Company: Marriott International
Location: Silver Spring
Posted on: 09/20/2018

Associate Actuary
Description: Description Your Talent. Our Vision. Its a powerful combination, and the foundation upon which were creating greater care for our members, greater value for our customers, and greater health for our communities. (more...)
Company: Mitchell Actuarial Recruiting
Location: Levittown
Posted on: 09/20/2018


Financial Advisor - Insurance Sales Representative
Description: Financial Advisor - Insurance Sales Representative br br Just starting your career, or looking for a career change Ever thought about a position in the financial services industry but weren't sure (more...)
Company: Bankers Life
Location: Crofton
Posted on: 09/20/2018

Senior Accountant CPA Public
Description: Senior Accountant CPA Public Growing
Company: Confidential
Location: Baltimore
Posted on: 09/20/2018

Billing Data Analyst
Description: As a Billing Data Analyst, you will have the opportunity to provide data analysis to support, compile and report key information for billing operations and our overall revenue cycle objectives. This is (more...)
Company: Mommy Jobs Online
Location: Upper Marlboro
Posted on: 09/20/2018

Finance/Regulatory Associate
Description: This general practice firm is actively seeking a mid-level Associate with prior consumer finance experience
Company: Premier Legal Staffing, Inc.
Location: Arlington
Posted on: 09/18/2018

Loss Prevention Officer (PM Shift) - Autograph Collection (180023VB)
Description: Heres To Your Journey with Autograph Collection Marriott's Autograph Collection features a select group of upscale and luxury independent partner hotels, each with its own distinct personality, experience, (more...)
Company: Marriott International
Location: Baltimore
Posted on: 09/20/2018

Inpatient Hospital Coding Compliance Auditor
Description: TheInpatient Hospital Coding Compliance Auditorwill provide expert auditing services across various hospitals for Inpatient services. Review documentation and related coding of inpatient services, auditing (more...)
Company: Mommy Jobs Online
Location: Abingdon
Posted on: 09/20/2018

Senior Analyst, Financial Reporting
Description: About EAB At EAB, our mission is to make education smarter and our communities stronger. We harness the collective power of more than 1,500 schools, colleges, and universities to uncover and apply proven (more...)
Company: EAB
Location: Washington
Posted on: 09/18/2018

Log In or Create An Account

Username:
Password:
 

Forgot password?


Find us on Facebook

Find us on LinkedIn

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

Lancaster RSS job feeds