Investment Advisor

3 days ago


Pittsburgh, Pennsylvania, United States Cetera Investment Services LLC Full time
Job Title: Investment Advisor

Join Cetera Investment Services LLC as an Investment Advisor and take on a challenging role that requires strong analytical and communication skills. As an Investment Advisor, you will be responsible for providing discretionary investment guidance to businesses and individuals, analyzing various investment options, and developing long-term relationships with clients.

Key Responsibilities:

  • Provide sound investment advice and analysis to clients, including individual equities, fixed income instruments, managed accounts, commodities, and alternative investments.
  • Develop and maintain relationships with clients, identifying their financial goals and creating personalized investment plans.
  • Stay up-to-date on market trends, economic conditions, and regulatory changes to provide informed investment advice.
  • Collaborate with other professionals to provide a comprehensive financial experience for clients.
  • Meet production goals, maintain a strong closing ratio, and ensure product/risk suitability for each client.

Requirements:

  • Bachelor's degree or equivalent experience.
  • Three years of experience selling mutual fund products, life insurance products, stocks, and bonds.
  • Strong interpersonal and time management skills.
  • Ability to prioritize and manage multiple projects.
  • Functional familiarity with Windows applications and Microsoft Word.
  • NASD Series 7, Series 63, Series 65 or 66 & Life and Health Licenses.
  • Valid driver's license.

Benefits:

  • Comprehensive benefits package, including medical, dental, vision, 401(k) with immediate vesting, tuition reimbursement, and gym membership reimbursement.
  • Opportunities for professional growth and development.
  • Collaborative and dynamic work environment.

About Cetera Investment Services LLC:

Cetera Investment Services LLC is a nationally recognized self-clearing broker-dealer, registered investment adviser, and insurance agency serving the clients of nearly 500 institutions. We are committed to helping you reach your goals – both professionally and personally. Our team continues to build on a reputation for success that is more than 30 years in the making.

How to Apply:

If you are interested in this position, please attach a copy of your resume with your application.


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