Financial Services Professional

3 weeks ago


Brookfield, Wisconsin, United States Cetera Investment Services LLC Full time
Job Title: Financial Advisor

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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