What are the responsibilities and job description for the Junior Financial Advisor position at Cetera Investment Services LLC?
Job Title: Junior Financial Advisor
Job Summary:
We are seeking a highly motivated and customer-focused Junior Financial Advisor to provide financial planning, advice, and investment management services to our consumer and business customers.
The ideal candidate will have a strong background in sales and customer service, with excellent communication and interpersonal skills. They will be responsible for developing a client base, assessing customer needs, and providing guidance on achieving their financial objectives.
Key Responsibilities:
- Collect and analyze customer information to determine product suitability
- Advise customers on the advantages, risks, and disadvantages of different products
- Develop internal referral resources and identify external prospects
- Build new client relationships and cross-sell opportunities
- Maintain all necessary licenses and registrations
- Complete mandatory training and maintain superior customer service
Requirements:
- FINRA Series 7, 63, and 65 (or FINRA Series 7, 66) license
- Life & Health Insurance license
- Strong sales, marketing, and business development skills
- 2 years of experience as a producing advisor
- Bachelor's degree preferred
About Cetera:
Cetera is a nationally recognized broker-dealer, registered investment adviser, and insurance agency serving nearly 500 institutions nationwide. We offer a supportive environment, flexible scheduling, and access to best-in-class training and technology.
