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Cetera is an independent financial advisor network and a leading provider of retail services to the. Minimum of three years’ experience in the financial services industry with a proven sales track.
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Position Title: Cetera Investors Financial Professional. Advisor support resources offered through Cetera include award-winning wealth management and advisory platforms, comprehensive broker-dealer and registered investment adviser services, practice management support and innovative technology.
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Brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services.
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Resources offered through Cetera include award-winning wealth management and advisory platforms, comprehensive broker-dealer and registered investment adviser services, practice management support and innovative technology.
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Among others, Cetera Advisors, Cetera Advisor Networks, Cetera Financial Institutions, Cetera. retirement plans across the country through trusted financial advisors and financial institutions.
Full-timeExpandApply NowActive JobUpdated 22 days ago - UpvoteDownvoteShare Job
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As an Independent 1099 Financial Professional managing one’s own Business Practice, there will be support from local Branch leadership, Growth Officer and Home Office employees who are there and willing to help in deepening client relationships and growing the overall book of business, AUM and T12/GDC as a joint effort.
Full-timeExpandApply NowActive JobUpdated 19 days ago - UpvoteDownvoteShare Job
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Cetera Financial Group® ("Cetera") is a leading network of independent retail broker-dealers. Cetera Financial Group" refers to the network of retail independent broker-dealers encompassing.
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The Financial Professional may also rely on technical specialists to develop product, investment or planning recommendations while. empowering the delivery of objective financial advice to individuals, families and company.
Full-timeExpandApply NowActive JobUpdated 19 days ago - UpvoteDownvoteShare Job
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A Financial Professional that has an existing book of business, willing to deepen relationships. Financial Specialists, and First Allied Securities. The Financial Professional is responsible.
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The Financial Professional may also rely on technical specialists to develop product, investment or planning recommendations while using Cetera tools and platforms. A Financial Professional that has an existing book of business, willing to deepen relationships while managing existing and new client relationships adopting Cetera’s Assets and Tools.
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Benefits of a large, established broker-dealer and registered investment adviser, while serving. There is also support with teaming/Partnership/Ensemble and Succession Planning. Management, Growth Officer, Wholesaling and/or Back Office support.
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Bachelor’s degree in business, administration, accounting, finance, or similar field of study is. Series 7, 63/65 or 66 and Life, Accident & Health Insurance licenses. Exhibit strong ethics and a desire to help clients and give them extraordinary service.
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For formulating and implementing advice on their own or through collaboration with Branch. Must pass criminal and credit background checks and maintain a clean, in good standing U4 with. Must want to grow and develop your business, consistently adding to the firm’s assets.
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Through its multiple distinct firms, Cetera offers independent and institutions-based advisors the. In good standing in current role, with proven sales techniques and ability to close. This role maintains an existing book of business, prospects for new opportunities through client.
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