Financial Advisor - Provident Savings Bank jobs in United States
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Cetera Financial Group · 4 months ago

Financial Advisor - Provident Savings Bank

positionBloomfield, NJ, United States
timeFull-time
remoteOnsite
seniorityEntry Level
date2+ years exp

Cetera Financial Group is a leading financial services firm, and they are seeking a Managed Financial Professional to join their team. The role involves meeting with bank customers to assess their investment planning needs and providing tailored wealth management solutions while building and maintaining client relationships.

AdviceFinancial ServicesRetailRetirementWealth Management
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H1B Sponsor Likelynote

Responsibilities

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 customers
Identifying external prospects and expanding new client relationships
Identifying cross-sell opportunities, including opportunities to refer customers to other lines of bank 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

Qualification

FINRA Series 7FINRA Series 63State Life & Health Insurance LicenseSales skillsCustomer serviceBusiness developmentMarketing skillsFinance experienceInsurance experienceBanking experience

Required

FINRA Series 7, 63 (Required)
State Life & Health Insurance License of state where applying
Strong sales, marketing, and business development skills
2 years of experience in finance, insurance and/or banking
High School Diploma or equivalent

Preferred

FINRA Series 65, or 66, preferred
Bachelor's degree, preferred

Company

Cetera Financial Group

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Cetera Financial Group is a privately-held, independent broker-dealer and investment adviser families.
dateFounded in 2010
location
San Diego, California, USA
people-size1001-5000 employees
web-link
http://www.cetera.com

H1B Sponsorship

Cetera Financial Group has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (7)
2024 (3)
2023 (5)
2022 (2)
2021 (2)

Funding

Current Stage
Late Stage
Total Funding
unknown
Key Investors
Genstar Capital
2023-10-04Private Equity
2018-07-17Acquired

Leadership Team

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Michael Durbin
Chief Executive Officer
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Tom Gooley
Chief Operating Officer
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Recent News

PR Newswire
Cetera Chief Operating Officer Tom Gooley to Retire Following Planned Transition
2026-01-07
Investment News
Cetera COO Tom Gooley to retire in planned leadership transition
2026-01-07
Pulse 2.0
Cetera Onboards $250 Million Firm Guided Financial Strategies
2025-12-27
Company data provided by crunchbase