Financial Professional

Cnect

Financial Professional at Cetera Financial Group assisting clients with wealth management and financial planning. Requires minimum 3 years’ industry experience and various licenses.

Posted 7/23/2026full-timeMechanicsburg • Pennsylvania • 🇺🇸 United StatesMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in wealth management and financial planning, supported by strong customer service and communication skills. Proven ability to manage multiple tasks effectively while maintaining organizational efficiency and meeting deadlines.

Highest-signal resume keywords

FINRA Series 7 LicenseFINRA Series 66 LicenseWealth ManagementFinancial PlanningCustomer Service Skills

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial ExperienceAccount ManagementAsset ConsolidationNetworkingClient Referrals

Soft Skills

Interpersonal SkillsOrganizational SkillsTime ManagementSelf-MotivationCommunication Skills

Tools & Technologies

Data SystemsTechnology Adaptability

Certifications & Qualifications

State Life LicenseState Health LicenseState Disability LicenseVariable License

Industry Keywords

Client NeedsFinancial AdviceWithdrawalsFund Transfers

About the role

Key responsibilities & impact

Work with existing Cetera clients.
Assist with a broad range of needs including, but not limited to, answering questions about account balances, how to make withdrawals, transfer funds, find resources, etc.
Provide clients with wealth management and financial planning advice.
Grow the business through client asset consolidation, networking, and earning client referrals.

Requirements

What you’ll need

Bachelor's degree or equivalent experience.
Active FINRA Series 7 and active Series 66 (63/65) license.
State life, health, disability, and variable license.
Minimum of 3 years of financial experience.
Strong customer service skills as well as co-worker relationship skills.
Ability to perform multiple tasks while maintaining good organizational skills.
Ability to work under pressure and within time frames.
Self-motivated and able to perform tasks without supervision.
Polished and persuasive interpersonal and verbal/written communication skills.
Ability to quickly learn new technology and use a variety of data and systems.
Strong time management skills and productivity; ability to successfully balance competing priorities.

Benefits

Comp & perks

Inclusive health, dental, vision, and life insurance plans built to support diverse lifestyles, offer preventative care, and protect against hardship.
Easy access to mental health benefits to meet our team members and their families where they are.
20+ days of paid time off (PTO), paid holidays, and 2 paid wellness days.
401(k) savings plan with a generous company contribution (up to 5%).
Paid parental leave to support all team members with birth, adoption, and fostering.
Health Savings and Flexible Spending Account options to help you save money on healthcare, daycare, commuting, and more.
Employee Assistance Program (EAP), LifeLock, Pet Insurance and more.
Paid caregiver leave to provide time away from work when caring for an ill or recovering family member.
Additional benefits such as an Employee Assistance Program (EAP), identity theft protection (LifeLock), pet insurance, and other voluntary benefits to provide extra peace of mind.