Financial Advisor
Cetera InvestorsUnited States
Posted August 1, 2019
Full Time
About the Company
Foresters Financial is a leading life insurance and individual savings provider operating in the U.S., Canada, and UK. The company offers turnkey life insurance solutions without traditional medical exams and uses advanced mobile tools to deliver tailored plans. By focusing on member well-being and financial security, Foresters is redefining the industry and has been rated 'A' (Excellent) by A.M. Best for 23 consecutive years.
Job Description
Cetera Financial Group is seeking a Financial Advisor to meet with clients, develop investment strategies, and maintain compliance. The role involves building client relationships, implementing investment plans, and generating referrals, requiring a blend of sales and financial services expertise. This position focuses on accuracy, efficiency, and professional conduct.
Requirements
- FINRA Series 7 and 63
- State Life & Health Insurance license
- Strong sales, marketing, and business development skills
- 2+ years of sales experience and/or financial services experience
- Bachelor’s degree or equivalent in Financial Planning, Accounting, Sales or Finance
