What are the responsibilities and job description for the Financial Services Professional position at Cetera Investment Services LLC?
Cetera Investment Services LLC is a nationally recognized self-clearing broker-dealer, registered investment adviser, and insurance agency serving the clients of nearly 500 institutions with assets ranging from $15 million to $13 billion nationwide.
We are committed to helping you reach your goals – both professionally and personally. From outstanding income potential and scheduling flexibility to round-the-clock support and best-in-class training, our team continues to build on a reputation for success that is more than 30 years in the making.
As a member of our organization, you'll have access to:
· A clear transition plan and timeline so you know what to expect, and when
· Our orientation course to give you an overview of all the tools and services available to you
· Assistance with account transfers and paperwork, and frequent updates on their status
· Help with communications to your current clients about your transition
· In-person, online, and self-guided training on the breadth of our AdviceWorks technology platform
· New business cards, stationery, and email address
· An introduction to our vast marketing resources, so you can start using them with current and prospective clients
To excel in this role, you should possess strong sales, marketing, and business development skills, as well as be a true 'people person' who enjoys developing professional and mutually beneficial relationships with a wide variety of customers.
You will be responsible for providing financial planning, financial advice, and investment management to serve the needs of our consumer and business customers.
