What are the responsibilities and job description for the Financial Services Specialist position at Cetera Investment Services LLC?
Cetera Investment Services LLC is a leading provider of financial planning and investment management solutions. We are seeking a motivated Financial Advisor to join our team in Lexington, NC.
The Financial Advisor will be responsible for providing personalized financial planning, investment advice, and wealth management services to our clients. This includes assessing client risk tolerance, long- and short-term goals, income, assets, investments, and debts to determine the best course of action.
Key responsibilities include:
• Collecting and analyzing information regarding client risk tolerance, financial objectives, and current financial situation
• Advising clients on the advantages, risks, and disadvantages of different financial products and services
• Developing internal referral resources to identify existing clients and build new relationships
• Identifying cross-sell opportunities and referring clients to other bank sales representatives through proper customer profiling and needs-based selling
• Understanding and complying with all aspects of company policies and practices, including laws and regulations governing the duties and responsibilities of product sales
• Maintaining all necessary licenses and registrations as required
• Successfully completing all mandatory training in a timely manner
Our ideal candidate will possess strong sales, marketing, and business development skills, with a minimum of 2 years of experience as a producing advisor. A Bachelor's degree is preferred.
