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Oracle Cloud ERP · 3 months ago

Financial Advisor - Provident Savings Bank

Bloomfield, NJ, United States

Full-time

Onsite

Entry, Mid Level

$60K/yr - $60K/yr

2+ years exp

Cetera Financial Institutions is seeking motivated individuals for the role of Managed Financial Professional. This position is responsible for meeting with customers to determine their investment planning goals and proactively developing a client base for wealth management products.

Information Technology & Services

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 skillsBusiness developmentCustomer serviceMarketing skillsFinance experienceInsurance experienceBanking experience