What are the responsibilities and job description for the Financial Planner position at Cetera Investment Services LLC?
As a Financial Planner at Cetera Investment Services LLC, you will play a crucial role in helping our clients achieve their financial goals.
The Financial Planner is responsible for providing financial planning, investment management, and wealth creation strategies to serve the needs of our consumer and business customers. This includes assessing the customer's financial objectives, risk tolerance, and investment portfolio to provide tailored guidance and advice.
Key Responsibilities:
- Collecting and analyzing information regarding the customer's financial situation, goals, and preferences
- Determining which financial products and services best meet the customer's needs and circumstances
- Advising the customer on the advantages, risks, and disadvantages of different financial products and services
Requirements:
- FINRA Series 7, 63, and 65 or Series 66 licenses
- Strong sales, marketing, and business development skills
- 2 years of experience as a producing advisor
- Bachelor's degree preferred
