What are the responsibilities and job description for the Financial Services Representative position at Cetera Investment Services LLC?
Cetera Investment Services LLC
A trusted leader in the financial industry, we're committed to helping individuals and families achieve their financial goals through our comprehensive wealth management services.
Job Overview:
We're seeking a highly motivated Junior Financial Advisor to join our team of experienced professionals. As a key member of our organization, you'll have the opportunity to develop a client base and provide tailored financial planning, investment advice, and wealth management solutions to meet the diverse needs of our customers.
About the Role:
- Assess customer risk tolerance, financial objectives, and provide guidance on achieving long-term financial success
- Analyze customer information to determine which wealth management products best meet their needs and circumstances
- Develop internal referral resources to identify existing customers and build new relationships
- Identify cross-sell opportunities and refer customers to other bank sales representatives through proper profiling and needs-based selling
- Maintain superior customer service to promote products and expand customer relationships
- Exceed customer expectations in terms of accuracy, efficiency, courtesy, and professionalism
Requirements:
- FINRA Series 7, 63, and 65 or FINRA Series 7, 66 license
- Life and Health Insurance license
- Strong sales, marketing, and business development skills
- 2 years of experience as a producing advisor
- Bachelor's degree preferred
