Position Financial Advisor, Cetera Financial Group Location: St. Cloud, MN What We Need: The Advisor position is responsible for working with current and potential customers to help determine the best way to serve those customers’ needs with investment products and services. With a strong focus on sales and customer service, the Advisor should be a true â€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. 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 products - 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 products and expand customer relationships - Exceeding customer expectations in terms of accuracy, efficiency, courtesy, and professionalism What you need to have: - FINRA Series 7 and 63 (Required) - State Life & Health Insurance License - 5+ years sales, marketing, and business development skills - 5+ years of experience with investments, insurance and/or advisory relationships Really catch our eye with: - FINRA Series 65, or 66, preferred - College degree preferred - Good communication skills Our top performers share the following traits: - Independent - Adaptability - Flexibility What we give you in return Our competitive Health program offers a comprehensive benefits package that supports healthy lifestyles, preventative care and helps to protect against hardship. Our retirement plan offers our employees the opportunity to plan ahead for a strong financial future well beyond their working years.
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