Financial Advisor

Cetera Financial Institutions in Pensacola, FL

  • Industry: Financial Services - Insurance - Insurance Sales Agent/Broker
  • Type: Full Time
  • $75,425.00 - 170,870.00
position filled

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 are required to hold a current FINRA Series 7 and 66 (63/65) in order to be considered.

Job Responsibilities
The Financial Advisor will proactively develop a client base to which appropriate wealth management products can be sold. Duties will include:

  • 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 products
  • Developing internal referral resources to identify existing customers
  • Identifying external prospects and building up new client relationships
  • Identifying cross-sell opportunities, including opportunities to refer customers to other bank sales representatives through proper customer profiling and needs-based selling
  • Understanding and complying with all aspects of bank and 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 products and expand customer relationships
  • Exceeding customer expectations in terms of accuracy, efficiency, courtesy, and professionalism

Job Requirements
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 (Required)
  • Life & Health Insurance license (Required)
  • Strong sales, marketing and business development skills
  • 2+ years of experience as producing advisor
  • College degree preferred

Education and Training
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 25 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 SmartWorks 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.


Associated topics: call center, guest, healthcare, inside sales, insurance agent, life insurance agent, life insurance sales, retail, sales position, sell

You may be interested in these similar jobs!
Financial Advisor
Edward Jones in Pensacola, FL

Start a career with support and flexibility. Join Edward Jones as a Financial Advisor in our Career Development program. Were looking for ambitious p…

Read More
Talent Advisor
Sacred Heart Health System in Pensacola, FL

Why Join Ascension? Ascension includes approximately 156,000 associates and 34,000 aligned providers. The national health system operates more th…

Read More
Outside Sales Representative
Safe Haven Security in Pensacola, FL

Safe Haven Security is the #1 Largest authorized ADT dealer. We are looking to fill the Outside Security Sales position in your area to sell our new …

Read More
Product Owner, Privacy & Security (Pensacola)
Syscon Justice Systems in Pensacola, FL

What your impact will be: Represent customer needs and expectations during development team meetings Perform quality assurance testing on n…

Read More
Relationship Banker / Gulf Breeze Financial Center / Pensacola Market
Bank of America in Navarre, FL

Job Description:At Bank of America, we handle the finances of over 67 million client relationships every day, including helping them save, borrow and…

Read More
RV Sales Associate
Camping World in Navarre, FL

The outdoors is a big place and just as it offers endless adventures, so does our company.Camping World is your premier one-stop-shop for everything …

Read More
Cosmetic Counter Manager and Cosmetic Associate Full-Time and Part-Time
Belk Stores in Pensacola, FL

At Belk we have a vision to reimagine the department store. As a Cosmetic Associate, you will drive store sales and metrics by making the world a bea…

Read More
Outside Sales
Cox Communications in Pensacola, FL

At Cox Communications, we connect people to the things they love. Now wed like to connect with you.Were searching for an Outside Sales Representative…

Read More
Academic Advisor
Waldorf College in Orange Beach, AL

**Waldorf University****Job Description****Job Title:**Academic Advisor**Department:**Registrar**Reports to:**Supervisor of Academic Advising Service…

Read More
Financial Advisor
Hancock Whitney Bank in Pensacola, FL

Thank you for your interest in our company! To apply, click on the button above. You will be required to create an account (or sign in with an existi…

Read More