Financial Professional, BAR Financial

About the role

The Financial Professional will have a minimum of 3 years' industry experience, establishing a track record of business development success and providing clients with comprehensive planning advice. This role is part of a Senior Wealth Manager team, which is the face of the client relationship.

Responsibilities

• Work with existing Cetera clients.
• Aid clients with a broad range of needs including, but not limited to, answering questions about account balances, how to make withdrawals, transfer funds, find resources, etc.
• Provide clients with wealth management and financial planning advice.
• Grow the business through client asset consolidation, networking, and earning client referrals.

Requirements

• Bachelor's degree or equivalent experience.
• Active FINRA Series 7 and active Series 66 (63/65) license. State life, health, disability, and variable license.
• Minimum of 3 years of financial experience.
• Strong customer service skills as well as co-worker relationship skills.
• Ability to perform multiple tasks while maintaining good organizational skills.
• Ability to work under pressure and within time frames.
• Self-motivated and able to perform tasks without supervision.
• Polished and persuasive interpersonal and verbal/written communication skills.
• Ability to quickly learn new technology and use a variety of data and systems.
• Strong time management skills and productivity; ability to successfully balance competing priorities.

Qualifications

• Passionate about helping clients achieve their financial goals.
• Excellent problem-solving and analytical skills.
• Proven ability to build and maintain strong client relationships.
• Experience in financial planning and wealth management.
• Knowledgeable in relevant financial regulations and compliance.

Skills

• Financial planning and analysis.
• Client relationship management.
• Communication and interpersonal skills.
• Technology proficiency.

Benefits

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 our employees the time they need to stay close with their 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 offer our employees the opportunity to plan-ahead for a strong financial future well beyond their working years.
Paid parental leave to support all team members with birth, adoption, and fostering.
Health Savings and Flexible Spending Account options to help you save money on healthcare, daycare, commuting, and more.
Employee Assistance Program (EAP), LifeLock, Pet Insurance and more.
Paid caregiver leave to provide time away from work when caring for an ill or recovering family member.
Additional benefits such as an Employee Assistance Program (EAP), identity theft protection (LifeLock), pet insurance, and other voluntary benefits to provide extra peace of mind.

Pay

Competitive salary and a benefits package including:

Schedule

Full-time position.