What are the responsibilities and job description for the Wealth Management Advisor position at Cetera Investment Services LLC?
Key Responsibilities
- Developing client relationships and identifying cross-sell opportunities
- Collecting and analyzing information regarding customer risk tolerance, long- and short-term goals, income, assets, investments, and debts
- Advising customers on the advantages, risks, and disadvantages of different products
- Maintaining all necessary licenses and registrations as required
- Successfully completing all mandatory training in a timely manner
- Maintaining superior and courteous service to promote products and expand customer relationships
