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Financial Services Manager

1 month ago

Chicago, Illinois, United States Cetera Investment Services LLC Full time
Job Title: Producing Manager

The Producing Manager is a key role at Cetera Investment Services LLC, responsible for providing expert financial guidance and investment management to clients. This position requires a strong focus on sales and customer service, with a passion for building professional relationships and exceeding client expectations.

Key Responsibilities:
  • Develop and maintain a client base through proactive outreach and relationship-building
  • Analyze customer needs and provide tailored financial solutions
  • Stay up-to-date on industry trends and regulatory requirements
  • Collaborate with internal teams to identify cross-selling opportunities
  • Ensure compliance with all relevant laws and regulations
Requirements:
  • FINRA Series 7, 63, and 65 (or 66) licenses
  • Life and Health Insurance license
  • Strong sales, marketing, and business development skills
  • 5+ years of experience as a producing advisor
  • Bachelor's degree preferred
About Cetera:

Cetera Investment Services LLC is a leading provider of financial services, with a reputation for excellence and a commitment to helping clients achieve their goals. As a member of our team, you'll have access to a range of resources and support, including training, marketing tools, and a clear transition plan.