With a strong focus on sales and customer service, the Financial Advisor should be a true “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.

Additional requirements of the Financial Advisor include:

  • FINRA Series 7 (or Series 6), required; FINRA Series 63 and 65 (or 66), highly preferred, or must be obtained within 90 days of hire
  • State Life & Health Insurance License of state where applying
  • Strong sales, marketing, and business development skills
  • Some experience in finance, insurance and/or banking
  • College degree, preferred (but not required)


Financial Advisor – Financial Planner – Banking & Insurance

Education and Training

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 25 years in the making. As a member of our organization, you’ll have access to:

  • A clear transition plan and timeline so you know what to expect, and when
  • Our orientation course to give you an overview of all the tools and services we provide
  • Assistance with account transfers and paperwork, and frequent updates on their status
  • Help with communications to your current clients about your transition
  • In-person, online, and self-guided training on the breadth of our SmartWorks technology platform
  • New business cards, stationery, and email address
  • An introduction to our vast marketing resources, so you can start using them with current and prospective clients

Financial Advisor – Financial Planner – Banking & Insurance

Get started today towards a career that truly rewards your performance – apply now!