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Financial Planning Associate

2 months ago

Sarasota, Florida, United States Cetera Investment Services LLC Full time

The role of a Financial Planning Associate at Cetera Investment Services LLC encompasses delivering financial guidance, investment strategies, and comprehensive planning services to both individual and corporate clients. In this position, you will evaluate client portfolios and financial aspirations, offering insights to help them achieve their objectives.

Key Responsibilities:

  • Building and nurturing a clientele for wealth management solutions
  • Analyzing client data to recommend appropriate financial products
  • Counseling clients on the benefits and risks associated with various offerings
  • Fostering client relationships and identifying opportunities for additional services
  • Ensuring adherence to industry regulations and company policies

Qualifications:

  • Possession of FINRA Series 7, 63 and 65 or FINRA Series 7, 66 certifications
  • Life & Health Insurance license is required
  • Proven sales acumen and business development experience
  • A minimum of 2 years of experience in a client-facing advisory role
  • A Bachelor's degree is preferred

Cetera Investment Services LLC is dedicated to fostering professional and personal growth among its employees. As a Financial Advisor, you will benefit from exceptional training and resources designed to support your success in this dynamic field.