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Client Relationship Advisor

2 months ago

Sarasota, Florida, United States Cetera Investment Services LLC Full time

The role of a Financial Planning Associate at Cetera Investment Services LLC entails delivering comprehensive financial strategies, expert advice, and investment oversight to both individual and corporate clients. In this position, you will evaluate client portfolios and financial aspirations, offering insights for successful outcomes. Candidates are required to possess current FINRA Series 7 and 66 (or 63/65) certifications.

Key Responsibilities:

  • Expanding and nurturing a clientele for wealth management solutions
  • Evaluating client data to recommend appropriate financial products
  • Guiding clients on the benefits and risks associated with various offerings
  • Fostering client relationships and identifying opportunities for additional services
  • Ensuring adherence to regulatory standards and company policies

Qualifications:

  • Possession of FINRA Series 7, 63 and 65 or FINRA Series 7, 66 certifications
  • Life & Health Insurance license
  • Proven sales and business development expertise
  • A minimum of 2 years of experience in a client-facing advisory role
  • A Bachelor's degree is preferred

Cetera Investment Services LLC is a reputable financial services organization dedicated to fostering professional and personal growth among its employees. As a Financial Advisor, you will benefit from exceptional training and resources designed to enhance your success in this role.