What are the responsibilities and job description for the Financial Planning Expert position at Cetera Investment Services LLC?
Professional Overview:
Wealth Advisors at Cetera Investment Services LLC collaborate with high net worth individuals and estates to realize their financial aspirations. As an experienced professional, you will handle complex financial matters, such as income requirements, taxes, estate preservation, and asset protection.
Key Duties:
Requirements:
Wealth Advisors at Cetera Investment Services LLC collaborate with high net worth individuals and estates to realize their financial aspirations. As an experienced professional, you will handle complex financial matters, such as income requirements, taxes, estate preservation, and asset protection.
Key Duties:
- Provide personalized financial guidance on securities, financial services, insurance, and investment plans.
- Engage in comprehensive interviews with clients to understand their financial situation, resources, assets available to invest, liabilities, cash flow, insurance coverage, tax status, and financial goals.
- Develop customized financial plans based on client data analysis.
- Recommend suitable financial products and services for investment and insurance purposes.
- Maintain current knowledge of market conditions, regulations, and industry developments.
Requirements:
We seek professionals with extensive experience in sales, preferably with 5 years of experience and 10 years of experience as a Financial Advisor. A clean Form U-4 and strong interpersonal and relationship-building skills are essential. Strong numerical acumen and the ability to stay informed about industry developments are also necessary.
