What are the responsibilities and job description for the Investment Consultant Opportunity position at Cetera Investment Services LLC?
Cetera Investment Services LLC is a leading provider of financial services solutions. We are seeking an experienced Investment Consultant to join our team and provide exceptional service and investment product knowledge to clients.
Responsibilities:
- Develop and implement comprehensive business plans to meet client objectives
- Build and maintain strong relationships with clients through regular communication and follow-up
- Stay up-to-date on industry trends and regulatory changes
Requirements:
To be successful in this role, you will need 3-5 years of experience in financial services sales or equivalent, with Series 7, 63, and 65 or 66 licenses and state life and health insurance license required. A Bachelor's degree or equivalent related experience is preferred.
Why Work with Us:
We offer a collaborative and supportive work environment, access to best-in-class training and support, and opportunities for professional growth and development.
