What are the responsibilities and job description for the Investment Management Specialist position at Cetera Investment Services LLC?
Key Responsibilities
- Provide comprehensive financial planning and investment advice to clients
- Analyze client data to identify areas for improvement and develop targeted investment strategies
- Collaborate with cross-functional teams to ensure seamless delivery of financial services
- Stay up-to-date on market trends and regulatory changes to maintain expertise
- Develop and implement annual sales plans to drive business growth
