What are the responsibilities and job description for the Wealth Management Specialist position at Cetera Investment Services LLC?
Join Our Team:
Cetera Investment Services LLC is committed to helping individuals and families achieve their financial goals through our comprehensive wealth management services.
About the Role:
We're seeking a highly motivated Junior Financial Advisor to join our team of experienced professionals. In this role, you'll have the opportunity to work with a wide variety of customers, assess their financial needs, and provide tailored solutions to help them achieve their financial goals.
Your Key Responsibilities:
- Proactively develop a client base to which appropriate wealth management products can be sold
- Collect and analyze customer information to determine which wealth management products best meet their needs and circumstances
- Develop internal referral resources to identify existing customers and build new relationships
- Identify external prospects and build up new client relationships
- Identify cross-sell opportunities, including opportunities to refer customers to other bank sales representatives through proper customer profiling and needs-based selling
Requirements:
- FINRA Series 7, 63, and 65 or FINRA Series 7, 66 license
- Life and Health Insurance license
- Strong sales, marketing, and business development skills
- 2 years of experience as a producing advisor
- Bachelor's degree preferred
