What are the responsibilities and job description for the Securities and Insurance Specialist position at Cetera Investment Services LLC?
Cetera Investment Services LLC is a trusted partner for individuals and institutions seeking financial services solutions. As a Securities and Insurance Specialist, you will play a key role in delivering exceptional service and investment product knowledge to clients.
Your Key Responsibilities:
- Conduct thorough needs assessments to identify client goals and objectives
- Develop personalized investment strategies and recommendations
- Maintain accurate records and documentation
About the Ideal Candidate:
You will need 3-5 years of experience in financial services sales or equivalent, with Series 7, 63, and 65 or 66 licenses and state life and health insurance license required. A Bachelor's degree or equivalent related experience is preferred.
Benefits of Joining Our Team:
- Opportunities for professional growth and development
- Collaborative and supportive work environment
- Access to best-in-class training and support
