Cetera Financial Group logo

Financial Advisor

Cetera Financial Group
  • Raleigh, NC
    1 day ago

    Job Description

    Job Description

    Please Note: This opportunity is not a direct position with Cetera Financial Group. Accepted applicants will become affiliated with Cetera Investment Services LLC (marketed as Cetera Financial Institutions or Cetera Investors), a broker-dealer that supports and grows wealth management programs on bank or credit union premises.

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    There may be multiple openings across various locations, depending on the needs of each bank or credit union. If you are interested in exploring these opportunities, please submit your application today. Our team will review and connect with you to discuss roles that align with your experience and career goals.

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    First National Bank of PA

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    Position Overview:

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    This position is primarily responsible for supporting the Bank’s business plan and established goals through customary activity including outside calls to current and potential customers. The incumbent provides the highest quality service to every customer.

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    Primary Responsibilities:

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    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.

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    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.

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    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.

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    Maintains all client files, completes all required Continuing Education (CE) and Financial Industry Regulatory Authority (FINRA) licensing.

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    Reviews the work of licensed bankers for accuracy, completeness and compliance with government regulations attached to the various licenses they hold.

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    Performs other related duties and projects as assigned.

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    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. F.N.B. Corporation is committed to achieving superior levels of compliance by adhering to regulatory laws and guidelines. Compliance with regulatory laws and company procedures is a required component of all position descriptions.

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    Minimum Level of Education Required to Perform the Primary Responsibilities of this Position:

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    High School or GED

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    Minimum # of Years of Job-Related Experience Required to Perform the Primary Responsibilities of this Position:

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    3

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    Skills Required to Perform the Primary Responsibilities of this Position:

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    Excellent management skills

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    Excellent communication skills, both written and verbal

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    Excellent organizational, analytical and interpersonal skills

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    Excellent customer service skills

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    Ability to use a personal computer and job-related software

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    MS Word - Basic Level

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    MS Excel - Intermediate Level

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    MS PowerPoint - Basic Level

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    Licensures/Certifications Required to Perform the Primary Responsibilities of this Position:

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    Life/Health and FINRA Series 7 and 63 & 65 or S66.

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    Physical Requirements or Work Conditions Beyond Traditional Office Work:

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    N/A

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    Equal Employment Opportunity (EEO):

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    It is the policy of F.N.B. Corporation (FNB) and its affiliates not to discriminate against any employee or applicant for employment because of age, race, color, religion, sex, national origin, disability, veteran status or any other category protected by law. It is also the policy of FNB and its affiliates to employ and advance in employment all persons regardless of their status as individuals with disabilities or veterans, and to base all employment decisions only on valid job requirements. FNB provides all applicants and employees a discrimination and harassment free workplace.

    Numbers & Facts

    LocationRaleigh, NC
    IndustryFinancial Services
    Company Size100 to 499 employees
    Websitehttps://www.cetera.com

    About Company

    Are you a forward-thinker? Are you energized by a challenge? Do you want to make a difference? If you are looking for a dynamic company where you can build the future of independent financial advice with inspiring teammates—and have fun along the way—we think you’ll like it here. At Cetera, our Guiding Principles reflect what matters most to us. We seek to: measure success by our advisors' success recognize the strength of our team execute with purpose & efficiency empower & inspire each other

    Skills

    • Analysis Skillsunmatched
    • Bank Managementunmatched
    • Brokerageunmatched
    • Business Bankingunmatched
    • Business Planunmatched
    • Communication Skillsunmatched
    • Corporate Lawunmatched
    • Credit Unionunmatched
    • Customer Acquisitionunmatched
    • Customer Relationsunmatched
    • Customer Support/Serviceunmatched
    • Customer Trainingunmatched
    • Customer/Client Researchunmatched
    • Financial Planningunmatched
    • Insuranceunmatched
    • Interpersonal Skillsunmatched
    • Investment Servicesunmatched
    • Loansunmatched
    • Meet Sales Quotaunmatched
    • Microsoft Excelunmatched
    • Organizational Skillsunmatched
    • Physical Demandsunmatched
    • Presentation/Verbal Skillsunmatched
    • Regulationsunmatched
    • Regulatory Complianceunmatched
    • Retail Bankingunmatched
    • Riskunmatched
    • Risk Managementunmatched
    • Salesunmatched
    • Sales Prospectingunmatched
    • Set Goalsunmatched
    • Wealth Managementunmatched
    • Writing Skillsunmatched

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