Cetera Financial Group · 1 day ago
Financial Advisor
Harrisburg, PA
Full-time
Onsite
Mid Level
$50K/yr - $60K/yr
3+ years expCetera Financial Group is a broker-dealer that supports and grows wealth management programs. The Financial Advisor position is responsible for managing existing clients, acquiring new clients, and providing high-quality service to customers while adhering to compliance regulations.
AdviceFinancial ServicesRetailRetirementWealth Management
Hiring Manager
Jennifer Tedder, MBA
Responsibilities
Manages and services existing clients and Bank customers and builds stronger existing customer relationships by learning customers’ individual financial needs and supplying the appropriate product
Actively pursues the acquisition of new clients from both internal referrals and external sources selling various investment products
Identifies potential sales opportunities and acts upon them by initiating an Investment product with the customer or referring the customer to another line of business such as Trust, Insurance or loans
Identifies opportunities for Associate Financial Advisors to have additional training in customer profiling, sales skills or meeting goals
Demonstrates knowledge in all disciplines within Wealth Management and cross-refers customers and prospects and Retail bank products to Retail
Maintains all client files, completes all required Continuing Education (CE) and Financial Industry Regulatory Authority (FINRA) licensing
Reviews the work of licensed bankers for accuracy, completeness and compliance with government regulations attached to the various licenses they hold
Performs other related duties and projects as assigned
All employees have the responsibility and the accountability to serve as risk managers for their businesses by understanding, reporting, responding to, managing and monitoring the risk they encounter daily as required by F.N.B. Corporation’s risk management program
Qualification
Required
High School or GED
3 years of job-related experience
Excellent management skills
Excellent communication skills, both written and verbal
Excellent organizational, analytical and interpersonal skills
Excellent customer service skills
Ability to use a personal computer and job-related software
MS Word - Basic Level
MS Excel - Intermediate Level
MS PowerPoint - Basic Level
Life/Health and FINRA Series 7 and 63 & 65 or S66
Company
Cetera Financial Group
Cetera Financial Group is a privately-held, independent broker-dealer and investment adviser families.
1001-5000 employees
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 StageTotal Funding
unknownKey Investors
Genstar Capital
2023-10-04Private Equity
2018-07-17Acquired
Leadership Team
Michael Durbin
Chief Executive Officer
Dan Burkott
Chief Compliance Officer - Tax Channel
Recent News
2026-01-07
2026-01-07
2025-12-27
Company data provided by crunchbase