What are the responsibilities and job description for the Professional Financial Consultant position at Cetera Investment Services LLC?
Job Description:
Cetera Investment Services LLC is seeking a highly skilled Financial Advisor to join our team. As a Financial Advisor, you will be responsible for delivering expert guidance and advice to clients on their investment portfolios, financial objectives, and wealth management needs.
About Our Team:
We are a collaborative and supportive team dedicated to helping our advisors succeed. With a strong focus on employee growth and development, we offer regular training, support, and resources to help our team members excel professionally and personally.
Key Job Responsibilities:
- Develop and maintain strong relationships with clients to ensure long-term loyalty and satisfaction
- Analyze client data to identify suitable financial products and services
- Communicate complex financial concepts in an engaging and accessible manner
- Collaborate with internal teams to drive revenue growth and expand client relationships
- Maintain a deep understanding of regulatory requirements and industry best practices
- Stay informed about market trends and economic developments to provide expert advice to clients
Requirements:
- FINRA Series 7, 63, and 65 (or FINRA Series 7, 66) licenses
- Life and Health Insurance license
- Proven sales, marketing, and business development skills
- Minimum 2 years of experience as a producing advisor
- Bachelor's degree preferred
Benefits Package:
- A well-structured transition plan and timeline
- Ongoing training and support on our AdviceWorks technology platform
- New business cards, stationery, and email address
- Access to extensive marketing resources
