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Financial Services Representative Wanted

Cetera Investment Services LLC
Lexington, NC Full Time
POSTED ON 4/21/2025
AVAILABLE BEFORE 5/19/2025

Cetera Investment Services LLC is a leading provider of financial services, seeking a highly skilled and motivated Financial Advisor to join our team. As a key member of our team, you will be responsible for providing top-notch financial planning, investment management, and customer service to meet the needs of our clients.

The ideal candidate will have a strong focus on sales and customer service, with excellent communication and interpersonal skills. They will be self-motivated, driven to exceed expectations, and able to build and maintain strong relationships with clients.

Key Responsibilities:

  • Develop and execute effective sales strategies to drive business growth
  • Provide personalized financial planning and investment advice to clients
  • Maintain strong relationships with existing clients and identify new business opportunities
  • Stay up-to-date on industry trends and regulatory requirements

Benefits:

  • Ongoing training and professional development opportunities
  • Competitive compensation package
  • Opportunities for career advancement
  • Collaborative and dynamic work environment

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