Financial Planner, Investment Retirement Planning
cetera financial groupKnoxville, TN
Financial Planner, Investment Retirement Planning
cetera financial groupKnoxville, TN
today
Occupations
Personal Financial AdvisorsSecurities, Commodities, and Financial Services Sales AgentsFinancial and Investment AnalystsIndustries
Portfolio Management and Investment AdviceMiscellaneous Financial Investment ActivitiesPension FundsAbout the role
Please Note:
This opportunity is not a direct position with Cetera Financial Group. Accepted applicants will become affiliated with Cetera Investment Services LLC (marketed as Cetera Financial Institutions or Cetera Investors), a broker-dealer that supports and grows wealth management programs on bank or credit union premises. There may be multiple openings across various locations, depending on the needs of each bank or credit union. If you are interested in exploring these opportunities, please submit your application today. At Regions, the Financial Advisor establishes a portfolio of bank customers based on meeting the financial objectives of the customer through sound advice and guidance. This advice will be based on a deep understanding of the customer's current financial standing and short and long term goals. The ideal candidate is customer-focused and partnership centric with previous branch based Financial Advisor experience. Provides a broad range of investment solutions and products to help meet customer goals and offer in-depth guidance through Financial Planning services Identifies and follows up on all opportunities to establish customer relationships including prospecting, lead utilization, and local market/community involvement Builds and maintains a strong client network and pipeline Provides and demonstrates expert-level portfolio planning skills and comprehensive industry and investment knowledge Conducts and/or participates in investment performance and relationship reviews Keeps junior level staff informed about investment products and opportunities This position is exempt from timekeeping requirements under the Fair Labor Standards act and is not eligible for overtime pay. High School Diploma or GED ~Life Insurance License Bachelor's degree Certified Financial Planning, Chartered Financial Consultant and Certified Retirement Specialist Two (2) years of Financial Advisory experience Full time Employees have the potential to earn commission based on performance against defined metrics and goals. Full time Regions offers a benefits package that is flexible, comprehensive and recognizes that "one size does not fit all" for Listed below is a synopsis of the benefits offered by Regions for informational purposes, which is not intended to be a complete summary of plan terms and conditions. ~ Medical, Dental and Vision Benefits ~ Disability Benefits ~ Health Savings Account ~ Flexible Spending Account ~ Life Insurance ~ Employee Assistance Program ~ Equal Opportunity Employer/including Disabled/Veterans Job applications at Regions are accepted electronically through our career site for a minimum of five business days from the date of posting. Job Seekers with a Disability Regions is committed to working with and providing reasonable assistance to individuals with physical and mental disabilities. If you are an individual with a disability requiring an accommodation at any point in the application or hiring process, please email your request to EEO.Only requests for a disability based accommodation should be communicated through this central email or telephone number.
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JOB OVERVIEW
Experience level
Senior
Location
Knoxville, TN
Occupation
Personal Financial Advisors
Industry
Portfolio Management and Investment Advice
Posted
today
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