What are the responsibilities and job description for the Financial Services Consultant position at Cetera Investment Services LLC?
At Cetera Investment Services LLC, we are seeking a highly motivated individual to fill the role of an Investment Advisor. This position offers a unique opportunity to provide exceptional service and investment product knowledge to new and existing customers and prospects.
The Investment Executive will be responsible for delivering high-caliber services to clients by answering general inquiries and providing investment sales and recommendations based on client objectives and suitability. Additionally, they will conduct sales practices in compliance with all securities, insurance, and banking laws, rules, and regulations.
- Deliver high-quality services to clients through answering general inquiries and providing investment sales and recommendations.
- Conduct sales practices in compliance with securities, insurance, and banking laws, rules, and regulations.
Requirements
- 3-5 years of experience in financial services sales or equivalent.
- Series 7, 63, and 65 or 66 and state life and health insurance license required.
- Bachelor's degree or equivalent related experience. An advanced degree or designation is strongly preferred.
