Financial Planner, Investment Retirement Planning

Please Note: This opportunity is not a direct position with Cetera Financial Group. Accepted applicants will become affiliated with Cetera Investment Services LLC (marketed as Cetera Financial Institutions or Cetera Investors), a broker-dealer that supports and grows wealth management programs on bank or credit union premises. There may be multiple openings across various locations, depending on the needs of each bank or credit union. If you are interested in exploring these opportunities, please submit your application today. Come join our GTE Financial team! At GTE Financial, we’re looking for an experienced and results-driven Financial Advisor to join us. If you're passionate about helping people achieve their financial goals and have a strong track record in financial services, we want you on our team. As a Financial Advisor at GTE Financial, you'll empower our members by providing personalized financial advice and strategic planning to help them reach their unique financial objectives. We provide the tools, support, and education needed to help turn our members financial needs into reality. What does GTE look for in a Financial Advisor? Stay current with evolving financial trends, economic conditions, market developments, and emerging products within the financial services industry. Develop and maintain a deep understanding of federal and state regulatory requirements, including compliance with SEC, FINRA, NCUA, broker-dealer regulations, and credit union policies. Leverage expertise in personal and business financial planning, guiding members through complex financial decisions such as investments, retirement planning, insurance needs, and wealth management strategies. Develop personalized plans that reflect each member’s goals and risk tolerance, ensuring a holistic approach to their financial health. Maintain a thorough understanding of a broad range of financial products, including investment vehicles, insurance options, retirement plans, and advisory solutions and tailor strategies that address the unique needs of each member. Sales & Relationship Building: Develop strong connections with internal partners, including credit union branch staff and other departments with synergy, to enhance service delivery. Operations & Compliance: Ensure compliance with all relevant regulatory standards, including SEC, FINRA, and NCUA regulations, as well as internal policies and procedures. Stay informed on key federal regulations, including the Bank Secrecy Act, U.Patriot Act, Anti-Money Laundering laws, and the Right to Financial Privacy Act. Maintain and be up to date on continuing education requirements for all licenses and registrations Demonstrate problem-solving abilities by analyzing complex data and making informed decisions in line with technical guidelines. Participate in ongoing trainings and meetings to stay up to date on internal processes, regulatory changes, and other practice management best practices. Ensure timely and accurate paperwork and handle administrative tasks efficiently. Bilingual (English/Spanish) is preferred but not required. Strong proficiency in financial services and regulations, with the ability to interpret complex financial data and instructions. Demonstrated commitment to a consultative sales approach while generating commissions and building a reliable and recurring revenue stream. Proficient in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook), TEAMS, and general computer software. Minimum 5 years of experience in financial services, with at least 2 years of proven success in sales within the industry. Life/Health Insurance license is required or must be obtained within 90 days of employment . Headquarters in Tampa, FL with branch locations serving the following Counties of Hillsborough, Polk, Pasco, Pinellas, Hernando, Citrus, Marian and Sarasota. Department Hours: Monday – Friday, 9:00 AM to 6:00 PM Full-time hours required, with additional hours as necessary to accomplish objectives, goals, and projects. This position is classified as remote and may be modified by management at any time, with advance notice provided whenever possible. Required for Remote Work: Video capability (connection of 1.5 Mbps up and down recommended). Candidates must provide and meet all technical requirements prior to the first day of training. GTE Financial is an Equal Opportunity Employer. Furthermore, they do not establish a contract for employment and are subject to change at the discretion of the employer.