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Financial Advisor
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- Identifies cross-sell opportunities, including opportunities to refer customers to other bank sales representatives through proper customer profiling and needs-based selling.
- Understands and complies with all aspects of bank and Cetera Investment Services LLC policies and practices, laws and regulations governing the duties and responsibilities of product sales.
- FINRA Series 7.
- FINRA Series 63 and 65 (or 66) required at the time of hire, or must be obtained within 90 days of hire.
- Experience: 2+ years of experience in financial related product sales, service, and advising.
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