Wealth Strategies Consultant

6 days ago


Burlington, Washington, United States Cetera Investment Services LLC Full time
Job Title: Wealth Strategies Advisor

The Wealth Strategies Advisor is a key role at Cetera Investment Services LLC, responsible for providing expert financial planning, investment management, and wealth management services to our clients. As a Financial Advisor, you will be responsible for assessing clients' financial objectives, risk tolerance, and investment portfolios, and providing tailored guidance to help them achieve their goals.

Key Responsibilities:
  • Collect and analyze client information to determine their financial needs and develop personalized wealth management strategies.
  • Provide expert advice on investment products, risk management, and financial planning to clients.
  • Develop and maintain strong relationships with clients to understand their evolving financial needs and provide ongoing guidance and support.
  • Identify cross-selling opportunities and collaborate with other Cetera teams to deliver comprehensive financial solutions to clients.
  • Stay up-to-date with industry developments, regulatory requirements, and best practices in financial planning and wealth management.
Requirements:
  • FINRA Series 7, 63, and 65 (or 66) licenses.
  • Life and Health Insurance license.
  • Strong sales, marketing, and business development skills.
  • 2+ years of experience as a producing advisor.
  • Bachelor's degree preferred.

Cetera Investment Services LLC is a leading provider of financial services, with a strong reputation for delivering exceptional client experiences. As a Wealth Strategies Advisor, you will have access to our comprehensive training programs, cutting-edge technology, and a supportive team environment. If you are a motivated and results-driven professional with a passion for financial planning and wealth management, we encourage you to apply for this exciting opportunity.


  • Senior Civil Engineer

    2 weeks ago


    Burlington, Washington, United States Coffman Engineers Full time

    About the RoleCoffman Engineers is seeking a highly skilled Senior Civil Engineer to join our growing Seattle office. As a key member of our civil engineering department, you will be responsible for leading technical projects, collaborating with our business development team, and mentoring junior engineers.Key ResponsibilitiesLead technical projects,...


  • Burlington, Washington, United States Silfab Solar Full time

    Company Overview At Silfab Solar, we are dedicated to making a significant impact on the planet by decreasing carbon emissions and enhancing access to clean energy through our innovative solar modules. Our Mission is to contribute positively to the environment while fostering a culture of excellence and respect among our diverse workforce. Our team members...

  • Financial Consultant

    3 weeks ago


    Burlington, Vermont, United States Charles Schwab Full time

    About the RoleAt Charles Schwab, we're committed to helping our clients achieve their financial goals. As a Financial Consultant - Wealth Management, you'll play a critical role in providing expert guidance and advice to our clients, helping them navigate the complexities of wealth management.Key ResponsibilitiesDevelop and maintain strong relationships with...

  • Financial Consultant

    3 weeks ago


    Burlington, New Jersey, United States Charles Schwab Full time

    About the RoleWe are seeking a highly skilled and motivated Financial Consultant to join our team at Charles Schwab. As a Financial Consultant, you will be responsible for providing financial guidance and wealth management advice to our clients, helping them achieve their financial goals and objectives.Key ResponsibilitiesProvide financial planning and...

  • Financial Consultant

    2 weeks ago


    Burlington, Vermont, United States Charles Schwab Full time

    {"Your OpportunityAt Charles Schwab, you'll have the chance to make a meaningful impact on your career and the lives of our clients. Our innovative approach to wealth management combines creative problem-solving with a passion for helping others achieve their financial goals.As a Financial Consultant at Schwab, you'll work closely with clients to provide...

  • Financial Consultant

    3 weeks ago


    Burlington, Vermont, United States Charles Schwab Full time

    About the RoleAt Charles Schwab, we're seeking a skilled Financial Consultant to join our team. As a Financial Consultant, you will be responsible for providing financial guidance and wealth management services to our clients.Key ResponsibilitiesDevelop and implement comprehensive financial plans for clients, including investment management, retirement...

  • Financial Consultant

    2 weeks ago


    Burlington, Vermont, United States Charles Schwab Full time

    Unlock Your Potential as a Financial Consultant at Charles SchwabAt Charles Schwab, we're committed to empowering our employees' personal and professional success. As a Financial Consultant, you'll play a vital role in helping clients achieve their financial goals and build lasting relationships built on trust and respect.As a key member of our branch team,...

  • Financial Consultant

    3 weeks ago


    Burlington, Massachusetts, United States Charles Schwab Full time

    About the RoleWe are seeking a highly skilled Financial Consultant to join our team at Charles Schwab. As a Financial Consultant, you will be responsible for providing financial guidance and wealth management advice to our clients.Key ResponsibilitiesDevelop and implement comprehensive financial plans for clients, including investment management, retirement...


  • burlington, United States Cetera Investment Services LLC Full time

    The Wealth Advisor is responsible for providing financial planning, financial advice and investment management to serve the needs of the bank’s consumer and business customers. The Financial Advisor assesses the customer’s investment portfolio, financial objectives and provides guidance to the customer on successfully achieving those objectives.PLEASE...


  • Burlington, United States Cetera Investment Services LLC Full time

    The Wealth Advisor is responsible for providing financial planning, financial advice and investment management to serve the needs of the bank’s consumer and business customers. The Financial Advisor assesses the customer’s investment portfolio, financial objectives and provides guidance to the customer on successfully achieving those objectives.PLEASE...


  • Burlington, New Jersey, United States Charles Schwab Full time

    About the RoleWe are seeking a highly motivated and experienced Financial Consultant to join our team at Charles Schwab. As a Financial Consultant, you will be responsible for providing financial guidance and wealth management advice to our clients, helping them achieve their financial goals and objectives.Key ResponsibilitiesProvide financial planning and...


  • Burlington, Iowa, United States Two Rivers Police Department Full time

    Job Title: Wealth Management Officer/Financial AdvisorAt Two Rivers Financial Group, Inc., we are seeking a highly skilled and motivated Wealth Management Officer/Financial Advisor to join our team. As a key member of our wealth management team, you will be responsible for providing exceptional financial guidance and services to our clients, helping them...

  • Financial Consultant

    3 weeks ago


    Burlington, Massachusetts, United States Charles Schwab Full time

    About the RoleAs a Financial Consultant at Charles Schwab, you will be responsible for providing financial guidance and wealth management advice to existing clients. This role requires a strong understanding of financial markets, investment strategies, and client relationships.Key ResponsibilitiesProvide financial planning and wealth management advice to...


  • Burlington, Iowa, United States Two Rivers Police Department Full time

    Job Title: Wealth Management Officer/Financial AdvisorTwo Rivers Financial Group, Inc. is seeking a highly skilled and motivated Wealth Management Officer/Financial Advisor to join our team. As a key member of our financial services team, you will be responsible for providing exceptional financial guidance and services to our clients, helping them achieve...


  • Burlington, Massachusetts, United States The Bank of America Corporation Full time

    Position Overview:As a key member of our team at The Bank of America Corporation, you will play a vital role in delivering tailored financial solutions to our clients.About Us:The Bank of America Corporation is a premier institution providing a wide range of financial services and investment products designed to meet the diverse needs of individuals,...

  • Financial Consultant

    3 weeks ago


    Burlington, New Jersey, United States Charles Schwab Full time

    About the RoleAt Charles Schwab, we're committed to empowering our employees' personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you'll get the tools you need to make a positive difference in the finance industry.Key ResponsibilitiesProvide financial guidance and wealth management advice to existing...


  • burlington, United States Charles Schwab Full time

    Position Type: RegularYour opportunity At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together. Schwab’s branch team is at the heart of our firm’s commitment to helping clients own their financial...


  • burlington, United States Charles Schwab Full time

    Position Type: RegularYour opportunity At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together. Schwab’s branch team is at the heart of our firm’s commitment to helping clients own their financial...


  • Burlington, Massachusetts, United States Bank of America Full time

    About the RoleWe are seeking a highly skilled and motivated Financial Solutions Advisor to join our team at Merrill Wealth Management. As a Financial Solutions Advisor, you will be responsible for working with high-net worth clients to identify their financial needs and develop personalized investment strategies to help them achieve their goals.Key...


  • Burlington, Iowa, United States Two Rivers Police Department Full time

    Job SummaryWe are seeking a highly skilled Wealth Management Officer/Financial Advisor to join our team at Two Rivers Financial Group, Inc. This role will be responsible for providing exceptional financial guidance and services to our clients, while also developing new business opportunities and relationships.Key ResponsibilitiesConduct financial analysis...

  • Financial Consultant

    3 weeks ago


    Burlington, Massachusetts, United States Charles Schwab Full time

    About the RoleAt Charles Schwab, we're seeking a skilled Financial Consultant to join our team. As a Financial Consultant, you will be responsible for providing financial guidance and wealth management advice to our clients.Key ResponsibilitiesProcure new clients and grow your existing practice through client asset consolidation, networking, and...


  • Burlington, Iowa, United States Two Rivers Police Department Full time

    About Two Rivers Financial GroupTwo Rivers Financial Group is a leading provider of financial solutions, offering a comprehensive range of banking and wealth management services to individuals and businesses across Iowa. Our team of experienced professionals is dedicated to providing exceptional customer service and expert financial guidance to help our...