What are the responsibilities and job description for the Investment Specialist position at Cetera Investment Services LLC?
Cetera Investment Services LLC is committed to helping our clients succeed financially.
We are seeking an Investment Specialist to join our team of dedicated professionals who share this commitment. As an Investment Specialist, you will work closely with our clients to understand their financial goals, risk tolerance, and investment preferences.
Key Responsibilities:
- Analyzing the client's financial situation, goals, and preferences to determine the most suitable investment strategies
- Developing and implementing customized investment plans to meet the client's needs and objectives
Requirements:
- FINRA Series 7, 63, and 65 or Series 66 licenses
- Strong understanding of investments, markets, and economic trends
- Excellent communication and interpersonal skills
- 2 years of experience in investments or financial services
