Financial Professional - Managed Programs
Company: Cetera
Role summary
Financial Professional - Managed Programs is a full-time role at Cetera in Iselin, New Jersey, United States (on-site). Posted 2026-10-05. Experience level: 2-5. No degree required.
- Job title
- Financial Professional - Managed Programs
- Company
- Cetera
- Location
- Iselin, New Jersey, United States
- Work arrangement
- on-site
- Employment type
- full-time
- Category
- Customer Service
- Experience level
- 2-5
- Degree required
- No
- Date posted
- 2026-10-05
This full-time role is a fantastic opportunity for driven individuals with finance, insurance, or sales experience, even without a degree. You'll focus on building relationships and providing excellent customer service within managed programs, with your performance directly impacting your rewards.
Job description
Attention finance, insurance, and sales professionals—are you ready to take on a position that challenges your skills and rewards your performance? Cetera Financial Institutions is looking for motivated and capable individuals to fill the role of a Managed Financial Professional.
With a strong focus on sales and customer service, the Managed Financial Professional should be a true “people person' who enjoys developing professional and mutually beneficial relationships with a wide variety of customers. Candidates should be self-motivated and driven to exceed expectations in all that they do.
What you will do:
The Managed Financial Professional position is responsible for meeting with current and potential bank customers to help determine the best way to serve those customers’ investment planning goals. Get more out of your career with a company that invests in YOUR success – Welcome to Cetera!
The Financial Professional will proactively develop a client base to which appropriate wealth management products can be sold. Duties will include:
Collecting and analyzing information regarding the customer risk tolerance, long- and short-term goals, income, assets, investments, and debts; determining which products best meet the customer needs and circumstances
Advising the customer regarding the advantages, risks, and disadvantages of different products
Developing internal referral resources to identify customers
Identifying external prospects and expanding new client relationships
Identifying cross-sell opportunities, including opportunities to refer customers to other lines of bank representatives through proper customer profiling and needs-based selling
Understanding and complying with all aspects of bank and Cetera policies and practices, including laws and regulations governing the duties and responsibilities of product sales
Maintaining all necessary licenses and registrations as required
Successfully completing all mandatory training in a timely manner
Maintaining superior and courteous service to promote products and expand customer relationships
Exceeding customer expectations in terms of accuracy, efficiency, courtesy, and professionalism
What you will have:
FINRA Series 7, 63 (Required)
State Life & Health Insurance License of state where applying
Strong sales, marketing, and business development skills
2 years of experience in finance, insurance and/or banking
High School Diploma or equivalent
What is nice to have:
FINRA Series 65, or 66, preferred
Bachelor’s degree, preferred
#LI-Onsite
About Us
What we give you in return:
Not many teams can say that they support people’s dreams coming to life. We happen to do that every day. And as important as we know your career is, we recognize that there’s a whole lot more to life. To ensure that our employees can make the most of their time outside of working hours, we offer a competitive salary and for full-time roles, a benefits package including:
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 to give our employees the time they need to stay close with their loved ones, recharge, and give back to their communities.
401(k) savings plan with a generous company contribution (up to 5%), and access to a financial professional to offer our employees the opportunity to plan-ahead for a strong financial future well beyond their working years.
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
About Cetera
Cetera Financial Group ® (Cetera) is a leading network of independent retail broker-dealers and registered investment advisers empowering the delivery of objective financial advice to individuals, families, and company retirement plans across the country through trusted financial advisors and financial institutions. Cetera is one of the largest independent financial advisor networks in the nation and a leading provider of retail services to the investment programs of banks and credit unions.
Advisor support resources offered through Cetera include award-winning wealth management and advisory platforms, comprehensive broker-dealer and registered investment adviser services, practice management support, and innovative technology.
Cetera Financial Group (Cetera) is a network of independent retail firms, including those that are members of FINRA/SIPC: Cetera Advisors LLC; Cetera Wealth Services, LLC (formerly known as Cetera Advisor Networks); Cetera Investment Services LLC (marketed as Cetera Financial Institutions or Cetera Investors); and Cetera Financial Specialists LLC. Entities registered as investment advisers with the Securities and Exchange Commission include Cetera Investment Management LLC and Cetera Investment Advisers LLC. Cetera's principal office is located at 655 W. Broadway, 11th Floor, San Diego, CA 92101. Avantax Planning Partners, Inc. is an SEC registered investment adviser within the Aretec Group, Inc. (dba Cetera Holdings, an affiliate of Cetera). All the referenced entities are under common ownership.
Cetera Financial Group is committed to providing an equal employment opportunity for all applicants and employees. For us, this is the only acceptable way to do business. Accord
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