Associate Financial Professional

What You Will Do

• 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 investment opportunities.
• Developing internal referral resources to identify existing customers.
• Understanding and complying with all aspects of 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 Cetera and expand customer relationships.
• Exceeding customer expectations in terms of accuracy, efficiency, courtesy, and professionalism.

• FINRA Series 6 or 7.
• State Life & Health Insurance License.
• 1+ years of sales, marketing, and business development skills.
• 1+ years of experience with investments, insurance and/or advisory relationships.

• College degree preferred.
• Good communication skills.
• Independent.
• Adaptability.
• Flexibility.

• Inclusive health, dental, vision and life insurance plans built to support diverse lifestyles, offer preventative care, and protect against hardship.
• Easy access to mental health benefits to meet our team members and their families where they are.
• 20+ days of paid time off (PTO), paid holidays, and 2 paid wellness days to give employees the time to stay close with loved ones, recharge, and give back to their communities.
• 401(k) savings plan with a generous company contribution (up to 5%) and access to a financial professional to help employees plan a strong financial future beyond their working years.
• Paid parental leave to support all team members with birth, adoption, and foster care.
• Health Savings and Flexible Spending Account options to help save money on healthcare, daycare, commuting, and more.
• Employee Assistance Program (EAP), Life Lock, Pet Insurance and more.

Cetera Financial Group is committed to providing an equal employment opportunity for all applicants and employees. All employment decisions, including hiring, promotion, transfers, benefits, compensation, and placement, will be made without regard to race, color, ancestry, national origin, citizenship, age, physical and/or mental disability, medical condition, pregnancy, genetic characteristics, religion, religious dress and/or grooming, gender, gender identity, gender expression, sexual orientation, marital status, U.S. military status, political affiliation, or any other class protected by state and/or federal law.