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Investment Consultant

2 months ago

Baton Rouge, Louisiana, United States Cetera Investment Services LLC Full time

Cetera Investment Services LLC is seeking a qualified Investment Consultant:

POSITION SUMMARY:

Investment Consultants engage with clients and potential clients to identify optimal strategies tailored to achieve their financial and investment objectives.

KEY RESPONSIBILITIES:

  • Conducts a comprehensive suitability assessment with clients to evaluate their financial landscape, including age, income, net worth, existing investments, investment experience, goals, time horizon, risk appetite, and liquidity requirements.
  • Ensures full compliance with disclosure obligations when marketing non-deposit investment offerings.
  • Communicates the advantages and risks associated with various investment options available to clients.
  • Advises on suitable products and services based on the client's specific needs and circumstances.
  • Regularly meets with current clients to provide updates on investment opportunities and to discuss any life changes that may impact their financial goals.
  • Completes all necessary documentation in accordance with regulatory and company standards, including providing prospectuses when required.
  • Processes client trade orders and instructions for fund transfers in compliance with applicable regulations.
  • Reviews all client documentation for accuracy and completeness prior to submission for processing.
  • Maintains a weekly schedule for client meetings at the branch location.
  • Educates branch staff on referral processes.
  • Supports branch personnel in achieving their referral and investment targets through organizing client engagement events.
  • Participates in branch meetings to assess and address branch needs.
  • Identifies cross-referral opportunities to enhance client service.
  • Attends annual compliance training sessions organized by Cetera Investment Services.
  • Completes ongoing education requirements to comply with insurance and securities regulations.
  • Renewal of insurance licenses annually before the deadline.
  • Adheres to state insurance and securities regulations.
  • Employs a consultative sales approach to ascertain client needs, secure commitments, and propose appropriate solutions.
  • Collaborates with banking partners to identify opportunities to meet client investment needs.
  • Engages in community activities to enhance the visibility of the company and create new business opportunities.
  • Generates lists of potential clients to facilitate business development.
  • Contacts and qualifies prospective clients, developing a strategic plan to evaluate their investment needs and acceptable risk levels.
  • Builds long-lasting relationships with clients.
  • Continuously enhances product knowledge and sales skills through self-directed learning and professional development programs.
  • Acts as a collaborative partner to bankers and fellow investment consultants.

SUPERVISORY RESPONSIBILITIES:

None

MINIMUM EDUCATION, EXPERIENCE & SKILLS REQUIRED:

  • Bachelor's degree in Business, Finance, Accounting, or a related discipline.
  • Minimum of 2 years of relevant experience in Brokerage, Insurance, or Banking/Retail.
  • An equivalent combination of education, training, and experience may be considered.
  • Current Life and Health Insurance License – fixed and variable annuities in good standing.
  • Current FINRA Licenses – Series 7, 63, 65/66 in good standing.
  • Ability to learn and effectively communicate all investment products and procedures of the organization.
  • Capability to identify sales opportunities for cross-selling bank products and services.
  • Ability to interact with individuals from diverse backgrounds.

MENTAL & PHYSICAL REQUIREMENTS:

  • Willingness to travel as necessary to fulfill job responsibilities.
  • Ability to work under pressure and meet deadlines.
  • Proficiency in operating relevant equipment to perform essential job functions.
  • Ability to read and interpret documents as required for job functions.
  • Capacity to lift/move/carry approximately 10 pounds as necessary for job functions. If unable to meet this requirement, accommodations will be made as long as it does not impose an undue hardship on the department.

Cetera Investment Services LLC is an Equal Opportunity/Affirmative Action Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, national origin, ancestry, citizenship, sex, gender, sexual orientation, gender identity, marital status, age, physical or mental disability, or any other protected characteristics as required by federal, state, and local laws.