What are the responsibilities and job description for the Investment Services Specialist position at Cetera Investment Services LLC?
Job Summary:
We are seeking a skilled Wealth Advisor to join our team, focusing on delivering exceptional financial guidance to high net worth individuals or estates.
The ideal candidate will possess in-depth knowledge of securities, financial services, insurance, and investment plans, with excellent communication and interpersonal skills.
- Assess client financial situations to provide informed recommendations.
- Develop and implement comprehensive financial plans to meet client objectives.
- Foster strong relationships with clients to drive business growth.
Required Qualifications:
- Minimum 5 years of sales experience and 10 years of experience as a Financial Advisor.
- Relevant certifications such as FINRA Series 7, 63, 65/66, or CFP.
- Excellent communication and relationship-building skills.
