What are the responsibilities and job description for the Portfolio Development Advisor position at Cetera Investment Services LLC?
Cetera Investment Services LLC is seeking a results-driven Investment Advisor to provide exceptional service and investment product knowledge to new and existing customers and prospects. This role requires a strong understanding of sales practices and the ability to work in a team environment.
The ideal candidate will possess a Bachelor's degree or equivalent related experience, as well as Series 7, 63, and 65 or 66 and state life and health insurance license. They will also have excellent organizational skills and the ability to handle multiple priorities.
- Strong understanding of sales practices.
- Ability to work in a team environment.
