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Investment Consultant

2 months ago

Harrisburg, Pennsylvania, United States Cetera Investment Services LLC Full time

Investment Consultant Job Overview

The Investment Consultant position necessitates candidates to possess a valid FINRA Series 7 and 66 (or 63/65) certification. The primary duties of the Investment Consultant involve delivering financial planning, advisory, and investment management services to clients. This includes evaluating client portfolios, financial objectives, and offering strategic guidance to meet those objectives.

Key Responsibilities

  • Building a clientele for promoting wealth management solutions
  • Assessing client data to identify appropriate financial products
  • Counseling clients on the benefits and risks associated with various products
  • Spotting opportunities for cross-selling
  • Ensuring adherence to company policies and regulatory standards
  • Delivering exceptional customer service

Qualifications

  • FINRA Series 7, 63, and 65 or FINRA Series 7, 66
  • Life & Health Insurance license
  • Proven sales and business development capabilities
  • Minimum of 2 years of experience as a producing advisor
  • Bachelor's degree is preferred

Professional Development

Cetera Investment Services LLC is a reputable financial services firm that provides extensive support and resources to empower employees in their roles. Being part of Cetera offers access to comprehensive training, marketing tools, and a well-defined career trajectory. Interested candidates are encouraged to submit their resumes for consideration.