Financial Advisor
Dollar Investment Services located at Dollar Bank
Job Description
Job Overview:
The Financial Advisor is responsible for providing discretionary investment
guidance for businesses and individuals, expected to provide sound advice and analysis on a variety of investments, including individual equities and fixed income instruments, managed accounts, commodities and alternative investments, among others.
The Financial Advisor's role is highly entrepreneurial and involves extensive
client management and development, new client prospecting and financial consultancy. The role is responsible for building and maintaining long-term relationships with a portfolio of financially successful clients.
As the external face of Dollar Bank, the Financial Advisor is expected to
work closely with key firm personnel to provide a superior client experience across the full spectrum of the client's financial life.
Qualifications:
Bachelor's degree or commensurate experience is required.
Three years of experience selling mutual fund products, life insurance products, stocks and bonds.
Strong interpersonal skills.
Strong time management and organizational skills.
Ability to prioritize and manage multiple projects.
Functional familiarity with all aspects of Windows applications and navigation as well as competency with Microsoft Word of a similar word processing program.
NASD Series 7, Series 63, Series 65 or 66 & Life and Health Licenses.
Valid driver's license.
Principal Activities and Duties:
Make outgoing calls to assigned accounts/leads from Dollar Bank personnel, set appointments and make presentations.
Develop and maintain lead generation through centers of influence to promote Dollar Bank's core values and increase book of business.
Provide full array of Financial planning for clients, dependent upon their needs, to include both Brokerage and Advisory services, inclusive of mutual fund products, life insurance products, stocks, bonds and investment CDs and other investments as appropriate
Maintain effective relationships with all CBO personnel. Conduct training and sales meetings with assigned partnerships and Licensed Bank Employees.
Stay current and up-to-date on products and tax laws affecting customers' finances.
Evaluate customer current and future needs through a thorough review of their current life's situation and develop a plan for each customer, as appropriate
Ensure in all cases product/risk suitability for each customer.
Meet goals established for production, outbound calls, cross referrals, etc and report progress.
Maintain strong closing ratio from prospect to sale.
Be well informed of the competitor environment.
Complete and file all necessary paperwork. Comply with all rules, regulations and policies of Dollar Bank, Cetera, all State and Federal securities regulators and self-regulatory organizations.
Maintain files in accordance with Cetera guidelines, NASD, SEC, insurance department and regulatory authorities.
Address 1
20 Stanwix Street
City
Pittsburgh
State
PA
Employment Status
Full-time
FLSA
Exempt
Schedule Information
This position works Monday - Friday by appointment.
Benefits Information
Full-time employees are eligible for a comprehensive benefits package including medical, dental, vision, 401(k) with immediate vesting, tuition reimbursement, and gym membership reimbursement.
Part-time employees qualify for 401(k) with immediate vesting, tuition reimbursement, and gym reimbursement.
For more information, please visit
EEO Statement
Dollar Bank is an Equal Opportunity Employer.
Minority/Female/Veteran/Disabled
Cetera Investment Services
Cetera is nationally recognized as a self-clearing broker-dealer, registered investment adviser, and insurance agency serving the clients of nearly 500 institutions with assets ranging from $15 million to $13 billion nationwide. 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 30 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 available to you
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 AdviceWorks 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
If you are interested in this position, please attach a copy of your resume with your application.