Career Opportunities within Our Institutions

Associate investment consultants work collaboratively with financial professionals to proactively grow and service an existing client base, along with developing new clients, within the investment program. If you’re interested in a financial services career, yet have limited experience, starting as an associate investment consultant might be a great option to consider. Please note: Applicants must hold current FINRA Series 6 or 7 and 63 licenses in order to be considered.
 

Located within a bank or credit union branch, financial advisors are responsible for providing financial planning, financial advice, and investment management to serve the needs of the institution's consumer and business customers. They assess the customer's investment portfolio and financial objectives, and provide guidance to the customer on working toward those objectives. Please note: Applicants must hold a current FINRA Series 7 license, as well as the 63 and 65 or 66, in order to be considered.

The sales assistant is the central contact for managing procedural and operational issues, communicating these issues through appropriate channels, and supporting the overall efforts of the financial professional, the financial institution, and Cetera Investment Services.



 

This position will serve as manager, coach, and mentor to financial professionals in their respective area. Program managers are responsible for financial professionals’ overall sales performance and skills development. They will serve as the area’s investment services partner to area presidents and consumer banking executives. Additionally, they will perform the compliance responsibilities as the FINRA designated supervisor of each registered associate within the reporting area.