What are the responsibilities and job description for the Senior Financial Consultant position at Cetera Investment Services LLC?
The Financial Consultant role is designed to provide comprehensive financial guidance and investment management services to meet the needs of our consumer and business customers.
Key Responsibilities
- Develop a client base and identify suitable wealth management products for each customer's unique situation.
- Collect and analyze customer information to determine their risk tolerance, goals, income, assets, investments, and debts.
- Advise customers on the advantages, risks, and disadvantages of various products.
- Identify opportunities for cross-selling and refer customers to other bank sales representatives as needed.
- Maintain all necessary licenses and registrations, and complete required training in a timely manner.
Requirements
- A strong focus on sales and customer service, with excellent communication and interpersonal skills.
- Self-motivation and a drive to exceed expectations in all aspects of the role.
- FINRA Series 7, 63, and 65 or FINRA Series 7, 66 certification (required).
- Life and Health Insurance license (required).
- Strong sales, marketing, and business development skills.
- At least 2 years of experience as a producing advisor.
- Bachelor's degree preferred.
