What are the responsibilities and job description for the Portfolio Management Specialist position at Cetera Investment Services LLC?
Cetera Investment Services LLC is a self-clearing broker-dealer, registered investment adviser, and insurance agency serving clients of nearly 500 institutions. We are seeking a highly motivated Financial Advisor to fill a key role in our team in Meadville, PA.
Key Responsibilities
The successful candidate will perform a wide range of duties including support and sales activities, administrative tasks, and client relationship management. Key responsibilities include:
- Supporting and sales activities to meet client needs.
- Performing administrative tasks such as opening new accounts and managing client relationships.
- Providing excellent customer service to clients.
Requirements:
- Minimum of two years' experience in the financial services industry.
- Series 7 or 6 registrations preferred.
- Experience utilizing a Contact Management System (CRM).
- Excellent oral and written communication skills.
