What are the responsibilities and job description for the Junior Investment Advisor position at Cetera Investment Services LLC?
Wealth Management Opportunity:
Cetera Investment Services LLC is a nationally recognized self-clearing broker-dealer, registered investment adviser, and insurance agency serving nearly 500 institutions with assets ranging from $15 million to $13 billion nationwide.
About the Position:
We're seeking a dedicated and driven Junior Financial Advisor to join our team of experienced professionals. In this role, you'll have the opportunity to work with a wide variety of customers, assess their financial needs, and provide tailored solutions to help them achieve their financial goals.
Your Responsibilities:
- Collect and analyze customer information to determine which wealth management products best meet their needs and circumstances
- Advising customers regarding the advantages, risks, and disadvantages of different products
- Developing internal referral resources to identify existing customers and build new relationships
- Identifying external prospects and building up new client relationships
- Understanding and complying with all aspects of Cetera policies and practices, including laws and regulations governing the duties and responsibilities of product sales
- Maintaining all necessary licenses and registrations as required
You'll Thrive Here If:
- You're a true 'people person' who enjoys developing professional and mutually beneficial relationships with customers
- You're self-motivated and driven to exceed expectations in all that you do
