What are the responsibilities and job description for the Expert Financial Planning Strategist position at Cetera Financial Group?
Are you passionate about helping individuals achieve financial independence? Do you have a strong background in financial planning and a desire to work with a reputable company? We are seeking an Expert Financial Planning Strategist to join our team at Cetera Financial Group.
About the Role
This is a challenging and rewarding role that requires expertise in financial planning, as well as excellent communication and interpersonal skills. As an Expert Financial Planning Strategist, you will be responsible for providing comprehensive financial planning services to clients, including creating personalized financial plans, identifying investment opportunities, and developing strategies to help clients achieve their long-term goals.
The ideal candidate will have a strong understanding of financial markets and instruments, as well as experience working with high net worth individuals or families. You will also need to be able to communicate complex financial information in a clear and concise manner, both in writing and verbally.
Responsibilities
- Create personalized financial plans for clients, taking into account their unique goals, risk tolerance, and financial situation
- Identify investment opportunities and develop strategies to help clients achieve their long-term goals
- Provide ongoing support and guidance to clients, including regular reviews and updates on their financial progress
- Develop and maintain relationships with existing clients, as well as identify new business opportunities through referrals and networking
- Stay up-to-date with industry developments and changes, and implement best practices in financial planning and wealth management
Requirements
- Bachelor's degree from a four-year college or university
- Minimum of two years of related experience and/or training in financial planning or a related field
- FINRA Series 7/66, or 63/65 combo license required; CFP certification preferred
- Excellent communication and interpersonal skills, with the ability to communicate complex financial information in a clear and concise manner
- Strong analytical and problem-solving skills, with the ability to think critically and make informed decisions
Benefits
We offer a competitive salary and benefits package, including health, dental, and vision insurance, paid time off, and retirement savings plan. We also provide ongoing training and professional development opportunities to help you succeed in your role.
If you are a motivated and experienced financial planner looking for a new challenge, we encourage you to apply for this exciting opportunity. Please submit your resume and a cover letter outlining your qualifications and experience.
