What are the responsibilities and job description for the Financial Advisor position at Cetera Investment Services LLC?
Financial Advisor
Dollar Investment Services located at Dollar Bank
Job Description
Job Overview :
The Financial Advisor is responsible for providing discretionary investment
guidance for businesses and individuals, expected to provide sound advice and analysis on a variety of investments, including individual equities and fixed income instruments, managed accounts, commodities and alternative investments, among others.
The Financial Advisor’s role is highly entrepreneurial and involves extensive
client management and development, new client prospecting and financial consultancy. The role is responsible for building and maintaining long-term relationships with a portfolio of financially successful clients.
As the external face of Dollar Bank, the Financial Advisor is expected to
work closely with key firm personnel to provide a superior client experience across the full spectrum of the client’s financial life.
Qualifications :
- Bachelor’s degree or commensurate experience is required.
- Three years of experience selling mutual fund products, life insurance products, stocks and bonds.
- Strong interpersonal skills.
- Strong time management and organizational skills.
- Ability to prioritize and manage multiple projects.
- Functional familiarity with all aspects of Windows applications and navigation as well as competency with Microsoft Word of a similar word processing program.
- NASD Series 7, Series 63, Series 65 or 66 & Life and Health Licenses.
- Valid driver’s license.
Principal Activities and Duties :
Address 1
20 Stanwix Street
City
Pittsburgh
State
Employment Status
Full-time
FLSA
Exempt
Schedule Information
This position works Monday - Friday by appointment.
Benefits Information
Full-time employees are eligible for a comprehensive benefits package including medical, dental, vision, 401(k) with immediate vesting, tuition reimbursement, and gym membership reimbursement.
Part-time employees qualify for 401(k) with immediate vesting, tuition reimbursement, and gym reimbursement.
For more information, please visit http : / / www.dollar.bank / company / careers / benefits.
EEO Statement
Dollar Bank is an Equal Opportunity Employer.
Minority / Female / Veteran / Disabled
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 :
If you are interested in this position, please attach a copy of your resume with your application.
