What are the responsibilities and job description for the Wealth Management Specialist position at Cetera Investment Services LLC?
We are looking for a detail-oriented individual to join our team as an Investment Advisor. In this role, you will be responsible for maintaining client files, records, and data, including comprehensive financial profiles. Additionally, you will submit all client correspondence and marketing materials for compliance approval before use.
The successful candidate will possess strong follow-up skills, proficiency in Microsoft Office, and the ability to work in a fast-paced environment.
- Maintain client files, records, and data, including comprehensive financial profiles.
- Submit all client correspondence and marketing materials for compliance approval.
