What are the responsibilities and job description for the Financial Services Professional position at Cetera Investment Services LLC?
Job Overview
The Investment Management Specialist will be responsible for managing large-scale financial assets on behalf of high net worth clients. This involves developing and implementing customized investment plans, conducting thorough financial analyses, and maintaining ongoing relationships with clients to ensure their needs are met.
To succeed in this role, one must possess strong analytical and problem-solving skills, as well as excellent communication and interpersonal skills. A solid understanding of financial markets, regulations, and industry trends is also essential.
