What are the responsibilities and job description for the Asset Management Advisor position at Cetera Investment Services LLC?
Role Overview:
The Wealth Advisor will play a critical role in managing the complex financial needs of high net worth individuals or estates, working closely with clients to develop and implement tailored financial plans.
This involves providing expert advice on securities, financial services, insurance, and investment plans, as well as maintaining up-to-date knowledge of market trends and regulatory requirements.
- Conduct thorough financial assessments to identify client needs and opportunities.
- Develop and implement comprehensive financial plans to meet client objectives.
- Maintain strong relationships with clients to drive business growth.
Essential Qualifications:
- At least 5 years of sales experience and 10 years of experience as a Financial Advisor.
- Hold relevant certifications such as FINRA Series 7, 63, 65/66, or CFP.
- Strong analytical and problem-solving skills.
