Financial Services Professional
3 weeks ago
The Financial Advisor is responsible for providing expert financial planning, investment management, and wealth management services to meet the needs of our consumer and business customers.
Key Responsibilities:
- Assess customers' financial objectives and provide guidance on achieving those objectives.
- Develop and implement comprehensive financial plans to meet customers' needs.
- Provide expert advice on investment products and services.
- Build and maintain strong relationships with customers to understand their financial goals and objectives.
- Stay up-to-date with industry trends and regulatory requirements to ensure compliance.
Requirements:
- FINRA Series 7, 63, and 65 or FINRA Series 7, 66 licenses.
- Life and Health Insurance license.
- Strong sales, marketing, and business development skills.
- 2+ years of experience as a producing advisor.
- Bachelor's degree preferred.
About Cetera Investment Services LLC:
Cetera is a nationally recognized self-clearing broker-dealer, registered investment adviser, and insurance agency serving the clients of nearly 500 institutions with assets ranging from $15 million to $13 billion nationwide.
We are committed to helping you reach your goals both professionally and personally. Our team offers outstanding income potential, scheduling flexibility, round-the-clock support, and best-in-class training.
As a member of our organization, you'll have access to:
- A clear transition plan and timeline.
- Orientation course to familiarize you with our tools and services.
- Assistance with account transfers and paperwork.
- Help with communications to your current clients.
- In-person, online, and self-guided training on our AdviceWorks technology platform.
- New business cards, stationery, and email address.
- Introduction to our vast marketing resources.
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