What are the responsibilities and job description for the Financial Planning Expert position at Cetera Investment Services LLC?
Job Description:
Cetera Investment Services LLC seeks a skilled Financial Planning Expert to provide financial planning, investment management, and wealth management services to its clients. As a member of our team, you will be responsible for assessing clients' financial objectives, developing comprehensive financial plans, and implementing investment strategies to achieve their goals.
Key Responsibilities:
- Collecting and analyzing client information to determine their risk tolerance, financial goals, and investment needs
- Developing and implementing personalized financial plans to meet clients' objectives
- Providing ongoing investment advice and portfolio management to ensure optimal returns
- Building and maintaining strong relationships with clients through exceptional customer service and communication skills
Requirements:
- 2 years of experience as a producing advisor or in a related field
- FINRA Series 7, 63, and 65 or FINRA Series 7, 66 licenses
- Strong sales, marketing, and business development skills
- Bachelor's degree preferred
About Cetera Investment Services LLC:
Cetera Investment Services LLC is a leading provider of financial services, committed to helping individuals and institutions achieve their financial goals. With a strong focus on customer satisfaction and innovation, we offer a range of products and services designed to meet the complex needs of our clients.
Cetera Investment Services LLC seeks a skilled Financial Planning Expert to provide financial planning, investment management, and wealth management services to its clients. As a member of our team, you will be responsible for assessing clients' financial objectives, developing comprehensive financial plans, and implementing investment strategies to achieve their goals.
Key Responsibilities:
- Collecting and analyzing client information to determine their risk tolerance, financial goals, and investment needs
- Developing and implementing personalized financial plans to meet clients' objectives
- Providing ongoing investment advice and portfolio management to ensure optimal returns
- Building and maintaining strong relationships with clients through exceptional customer service and communication skills
Requirements:
- 2 years of experience as a producing advisor or in a related field
- FINRA Series 7, 63, and 65 or FINRA Series 7, 66 licenses
- Strong sales, marketing, and business development skills
- Bachelor's degree preferred
About Cetera Investment Services LLC:
Cetera Investment Services LLC is a leading provider of financial services, committed to helping individuals and institutions achieve their financial goals. With a strong focus on customer satisfaction and innovation, we offer a range of products and services designed to meet the complex needs of our clients.
