What are the responsibilities and job description for the Wealth Management Advisor position at Cetera Investment Services LLC?
About This Role:
Cetera Investment Services LLC is looking for a seasoned Financial Advisor to contribute to our team's success. As a Financial Advisor, you will be responsible for delivering high-quality guidance and advice to clients on their investment portfolios, financial objectives, and wealth management needs.
Our Company Culture:
We value our employees' growth and development, offering ongoing training, support, and resources to help them excel professionally and personally. With a strong focus on teamwork and collaboration, we strive to create a positive work environment that fosters innovation and creativity.
Key Responsibilities:
- Identify and develop new business opportunities through proactive outreach and relationship-building
- Assess client needs and provide personalized recommendations on financial products and services
- Develop and maintain strong relationships with clients to ensure long-term loyalty and satisfaction
- Stay current on industry trends, regulatory changes, and market developments to provide expert advice to clients
- Maintain accurate records and reports to track client interactions and progress
Requirements:
- FINRA Series 7, 63, and 65 (or FINRA Series 7, 66) licenses
- Life and Health Insurance license
- Proven sales, marketing, and business development skills
- Minimum 2 years of experience as a producing advisor
- Bachelor's degree preferred
Benefits:
- A comprehensive onboarding process and ongoing support
- Training and education on our AdviceWorks technology platform
- New business materials, including business cards and stationery
- Access to our extensive marketing resources
