What are the responsibilities and job description for the Investment Advisory Consultant position at Cetera Investment Services LLC?
Job Title: Investment Advisory Consultant
Description:
Cetera Investment Services LLC is seeking a seasoned Investment Advisory Consultant to provide expert investment advice and guidance to clients. As a member of our team, you will work closely with clients to understand their financial objectives, develop comprehensive investment plans, and implement strategies to achieve their goals.
Key Responsibilities:
- Analyzing client data to identify investment opportunities and potential risks
- Developing and presenting customized investment plans to clients
- Implementing investment strategies and monitoring client portfolios to ensure optimal returns
- Collaborating with internal teams to identify cross-sell opportunities and enhance client experiences
Required Skills:
- 2 years of experience in investment advisory or a related field
- FINRA Series 7, 63, and 65 or FINRA Series 7, 66 licenses
- Strong analytical and problem-solving skills
- Excellent communication and interpersonal skills
About Our Company:
Cetera Investment Services LLC is a leading provider of financial services, committed to helping individuals and institutions achieve their financial goals.
Description:
Cetera Investment Services LLC is seeking a seasoned Investment Advisory Consultant to provide expert investment advice and guidance to clients. As a member of our team, you will work closely with clients to understand their financial objectives, develop comprehensive investment plans, and implement strategies to achieve their goals.
Key Responsibilities:
- Analyzing client data to identify investment opportunities and potential risks
- Developing and presenting customized investment plans to clients
- Implementing investment strategies and monitoring client portfolios to ensure optimal returns
- Collaborating with internal teams to identify cross-sell opportunities and enhance client experiences
Required Skills:
- 2 years of experience in investment advisory or a related field
- FINRA Series 7, 63, and 65 or FINRA Series 7, 66 licenses
- Strong analytical and problem-solving skills
- Excellent communication and interpersonal skills
About Our Company:
Cetera Investment Services LLC is a leading provider of financial services, committed to helping individuals and institutions achieve their financial goals.
