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Assistant Vice President of Investment Services
2 months ago
Position Title: Assistant Vice President of Investment Services
Company Overview:
Cetera Investment Services LLC is a prominent self-clearing broker-dealer and registered investment adviser dedicated to serving a diverse clientele across the nation.
Job Summary:
The Assistant Vice President of Investment Services plays a crucial role in delivering tailored investment strategies for both corporate entities and individual clients. This position demands a high level of expertise in various investment vehicles, including stocks, bonds, managed accounts, and alternative assets.
Key Responsibilities:
- Engage with clients to provide personalized investment advice and financial planning services.
- Develop and nurture long-term relationships with a portfolio of high-net-worth clients.
- Conduct thorough market analysis to guide clients in making informed investment decisions.
- Collaborate with internal teams to enhance the overall client experience and ensure alignment with their financial goals.
- Stay informed about industry trends, regulatory changes, and new product offerings to maintain a competitive edge.
Qualifications:
- A bachelor's degree or equivalent professional experience is required.
- A minimum of three years of experience in financial services, specifically in investment sales.
- Excellent communication and interpersonal skills.
- Strong organizational abilities and time management skills.
- Proficiency in Microsoft Office Suite and familiarity with financial software.
- Possession of relevant licenses, including NASD Series 7, Series 63, and others as applicable.
Work Environment:
This role is a full-time position, primarily conducted during standard business hours, with flexibility for client appointments as needed.
Benefits:
Cetera Investment Services LLC offers a comprehensive benefits package that includes health insurance, retirement plans, and professional development opportunities.
Equal Opportunity Employer:
Cetera Investment Services LLC is committed to fostering a diverse and inclusive workplace. We welcome applications from all qualified individuals.
