Senior Financial Services Manager

Cetera Investment Services LLC is a nationally recognized leader in the financial services industry. As a Senior Financial Consultant, you will be part of a highly respected organization that values integrity, professionalism, and exceptional client service.

About the Role

The Financial Consultant plays a critical role in helping our clients achieve their financial goals and aspirations. This requires a deep understanding of financial markets, products, and regulations, as well as excellent communication and interpersonal skills.

To succeed in this role, you should possess:

• A solid understanding of financial concepts, including risk management, asset allocation, and investment strategies
• Excellent communication and presentation skills to effectively communicate complex financial information to clients
• Self-motivation and a drive to exceed sales targets and client expectations
• Strong analytical and problem-solving skills to analyze complex financial situations and develop creative solutions
• Ability to work independently and as part of a team to achieve business objectives

Responsibilities

The Financial Consultant will be responsible for:

• Developing and implementing personalized financial plans and investment strategies for clients
• Providing ongoing support and guidance to clients to ensure they remain on track to meet their financial goals
• Analyzing client financial data and developing recommendations to improve their financial situation
• Maintaining accurate records of client interactions and financial data

Requirements

To succeed as a Financial Consultant, you should possess:

• A bachelor's degree in finance, economics, or a related field
• Series 7, 63, and 65 (or 66) licenses, with FINRA Series 7, 63, and 65 being preferred
• Life and Health Insurance licenses, with a strong focus on sales and marketing
• 2 years of experience as a producing advisor with a proven track record of success