Financial Services Professional
3 days ago
Financial Advisor Job Description
The Financial Advisor role at Cetera Investment Services LLC requires candidates to have a current FINRA Series 7 and 66 (or 63/65) certification. The main responsibilities of the Financial Advisor include providing financial planning, advice, and investment management services to bank customers. This involves assessing customer portfolios, financial goals, and providing guidance on achieving those goals.
Key Responsibilities
- Developing a client base for selling wealth management products
- Analyzing customer information to determine suitable products
- Advising customers on product advantages and risks
- Identifying cross-sell opportunities
- Maintaining compliance with bank policies and regulations
- Providing superior customer service
Requirements
- FINRA Series 7, 63, and 65 or FINRA Series 7, 66
- Life & Health Insurance license
- Strong sales and business development skills
- 2+ years of experience as a producing advisor
- Bachelor's degree preferred
Education and Training
Cetera Investment Services LLC is a well-established financial services company offering support and resources to help employees succeed. Joining Cetera means access to training, marketing resources, and a clear career path. If you are interested in this position, please submit your resume for consideration.
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