What are the responsibilities and job description for the Wealth Management Advisor position at Cetera Investment Services LLC?
We are seeking a skilled Wealth Management Advisor to join our team at Cetera Investment Services LLC. As an Investment Advisor, you will be responsible for providing exceptional service and investment product knowledge to new and existing clients.
Your Key Responsibilities:
- Develop and implement comprehensive business plans to meet client objectives
- Build and maintain strong relationships with clients through regular communication and follow-up
- Stay up-to-date on industry trends and regulatory changes
About the Role:
The ideal candidate will have 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:
- Opportunity to work with a nationally recognized self-clearing broker-dealer, registered investment adviser, and insurance agency
- Access to best-in-class training and support
- Clear transition plan and timeline
