Financial Advisor
Cetera Financial Group - Harrisburg, PA
Hiring: Financial Advisor Company: Cetera Financial Group Location: Harrisburg, PA Job Posted Time: 2026-09-10 13:20:19 Target Skills & Keywords : Microsoft Excel, Microsoft PowerPoint, Risk Management, Series 7, Wealth Management About the job Required Skills: •This position is primarily responsible for supporting the Bank’s business plan and established goals through customary activity including outside calls to current and potential customers. The incumbent provides the highest quality service to every customer. •Manages and services existing clients and Bank customers and builds stronger existing customer relationships by learning customers’ individual financial needs and supplying the appropriate product. Actively pursues the acquisition of new clients from both internal referrals and external sources selling various investment products. •Identifies potential sales opportunities and acts upon them by initiating an Investment product with the customer or referring the customer to another line of business such as Trust, Insurance or loans. •Identifies opportunities for Associate Financial Advisors to have additional training in customer profiling, sales skills or meeting goals. Demonstrates knowledge in all disciplines within Wealth Management and cross-refers customers and prospects and Retail bank products to Retail. •Maintains all client files, completes all required Continuing Education (CE) and Financial Industry Regulatory Authority (FINRA) licensing. •Performs other related duties and projects as assigned. •Excellent communication skills, both written and verbal •Excellent organizational, analytical and interpersonal skills Qualifications: •Reviews the work of licensed bankers for accuracy, completeness and compliance with government regulations attached to the various licenses they hold. Compensation: •$50,000 - $60,000 / year Interested candidates, please apply directly through the job posting on company's career page or try via AI auto apply on this platform. Don't miss this opportunity to join a forward-thinking team!