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Financial Services Professional

7 days ago

Pittsburgh, Pennsylvania, United States Cetera Investment Services LLC Full time
Job Description

As a Financial Advisor with Cetera Investment Services LLC, you will be responsible for providing expert investment guidance to clients, helping them navigate the complex world of finance and make informed decisions about their wealth.

  • Develop and maintain relationships with existing clients, identifying opportunities to expand their portfolios and increase revenue.
  • Prospect for new business, leveraging a network of contacts and industry connections to build a pipeline of potential clients.
  • Conduct thorough analysis of clients' financial situations, identifying areas for improvement and developing tailored investment strategies to meet their needs.