Cetera Investment Services is looking for a motivated individual to fill the role of a Financial Advisor for MidFirst Investment Services located at MidFirst Bank in Houston, TX. For more information, and to apply online, please scroll down.
What you will do:
The Financial Advisor position is responsible for meeting with current and potential bank customers to help determine the best way to serve those customers' investment planning goals.
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 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
What you need to have:
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 this position include:
FINRA Series 7, 66, (65 and 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
Cetera Investment Services
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 30 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 AdviceWorks 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.