Financial Advisor

Cetera Investment Services is looking for a motivated individual to fill the role of a Financial Advisor for Members Cooporative Credit Union in Duluth, MN. For more information, and to apply online, please scroll down.Key ResponsibilitiesDevelop and manage relationships with credit union members to understand their financial objectives and offer customized investment solutions.Assess and provide tailored retirement planning and investment solutions, with the goal of growing and sustaining long-term returns as well as long-term client / member relationships.Develop customized wealth management plan or retirement plan to address each member/ client's outlined goals and implement the plan with suitable products and services.Meet with clients / members on a regular basis to review portfolio performance and to uncover unmet personal and business financial needs.Work closely with third party relationship manager, shaping investment processes, making member/client-specific recommendations and developing new financial products and services.Provide regular reporting and updates and information to members and senior management.Take lead role in segmenting client book of business based on firm-specific criteria.Conduct in-depth financial needs analysis and provide recommendations on investment products, retirement plans, insurance, and estate planning strategies.Develop and sustain relationships within the community by regularly participating in local networks and events.Deliver in-person assistance to members at multiple branches, either by scheduled appointments or during open office hours.QualificationsHigh School Diploma2 or more years working as a financial professionalProven success building and maintaining customer or client relationshipsHighly skilled in Microsoft Office products, CRM usage and new account opening toolsMust hold current FINRA Series 7 and 66 (or 63 and 65) license and state and Insurance licenses as necessary.Ability to travel to various branch locations based on client/member demandAbility to work independently and use sound judgement and decision-making skillsMust be willing and able to problem solve and train through the use of manuals and other resourcesScheduleMonday-Friday, 40 hours per weekWage & Hour DetailsFull-timeThis is an exempt positionStarting pay range: $80,000-$90,000 annual, forgivable draw, variable compensation based on experience and performanceBenefitsMedical, dental and vision plan optionsHealth Saving Account and Flexible Spending Account options401(k) with competitive company matchPaid time off, paid holidays, personal time and paid volunteer timeDevelopment time and tuition reimbursementCompany provided life insurance, short-term and long-term disability insuranceVoluntary benefits including life, critical illness, accident and hospital indemnity coveragePaid parental leaveDiscretionary, annual profit-sharing bonusCetera 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 clientsIf you are interested in this position, please attach a copy of your resume with your application.

Created: 2025-06-03