What are the responsibilities and job description for the Investment Planning Professional position at Cetera Investment Services LLC?
Job Overview:
Cetera Investment Services LLC is seeking a skilled Financial Advisor to join our team. As a Financial Advisor, you will play a critical role in providing expert guidance and advice to clients on their investment portfolios, financial objectives, and wealth management needs.
About Our Organization:
We are a leading self-clearing broker-dealer, registered investment adviser, and insurance agency serving over 500 institutions with assets exceeding $15 million. Our commitment to delivering exceptional training, support, and resources helps our advisors thrive professionally and personally.
Key Job Duties:
- Develop relationships with clients to understand their financial goals and objectives
- Analyze customer data to identify suitable financial products and services
- Communicate complex financial concepts in an engaging and accessible manner
- Collaborate with internal teams to drive revenue growth and expand client relationships
- Maintain a deep understanding of regulatory requirements and industry best practices
- Stay informed about market trends and economic developments to provide expert advice to clients
Essential Requirements:
- FINRA Series 7, 63, and 65 (or FINRA Series 7, 66) licenses
- Life and Health Insurance license
- Proven sales, marketing, and business development skills
- Minimum 2 years of experience as a producing advisor
- Bachelor's degree preferred
Benefits Package:
- A well-structured transition plan and timeline
- Regular training and support on our AdviceWorks technology platform
- New business cards, stationery, and email address
- Access to extensive marketing resources
