Investment Advisor
2 weeks ago
Cetera Investment Services LLC is seeking a highly skilled and experienced Investment Advisor to join our team. As an Investment Advisor, you will be responsible for providing expert investment guidance to our clients, helping them achieve their financial goals and objectives.
Key Responsibilities- Assess the financial and wealth management needs of our clients
- Develop and implement customized wealth management plans to address each client's goals and objectives
- Provide expert advice on a wide range of personal and business-related financial risk and wealth management topics
- Meet with clients regularly to review portfolio performance and identify new opportunities
- Provide regular reporting and updates to clients and senior management
- 2-10 years of experience creating and monitoring investment portfolios
- Demonstrated successful track record in researching investment opportunities
- Experience assessing and making recommendations on retirement planning, estate planning, tax planning, insurance, and other personal finance issues
- Strong technical financial planning expertise and excellent communication skills
- Ability to work independently and as part of a team
Cetera Investment Services LLC offers a competitive compensation package, including a base salary, commissions, and bonuses. We also offer a comprehensive benefits package, including health insurance, retirement plans, and paid time off.
In addition, we provide ongoing training and professional development opportunities to help you advance your career and stay up-to-date with industry developments.
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Investment Advisor
4 months ago
Beecher, United States Cetera Investment Services LLC Full timeFIRST COMMUNITY BANK AND TRUSTPosition Title: Investment Advisor About the Company Community Bank servicing local communities in eastern Will County and beyond. Existing wealth management department is structured as a team with ~$80mm assets under management. Investment Advisor is a leadership role that works with other senior bank management providing a...
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Investment Advisor
4 months ago
Beecher, United States Cetera Investment Services LLC Full timeFIRST COMMUNITY BANK AND TRUSTPosition Title: Investment Advisor About the Company Community Bank servicing local communities in eastern Will County and beyond. Existing wealth management department is structured as a team with ~$80mm assets under management. Investment Advisor is a leadership role that works with other senior bank management providing a...