What are the responsibilities and job description for the Wealth Planning Advisor position at Cetera Investment Services LLC?
Cetera Investment Services LLC is a self-clearing broker-dealer, registered investment adviser, and insurance agency serving the clients of nearly 500 institutions nationwide. As a Senior Financial Consultant, you will join a team of experienced professionals who are dedicated to delivering exceptional client service and exceeding business objectives.
About the Role
The Financial Consultant role involves working closely with clients to understand their financial objectives, risk tolerance, and investment preferences. You will use this information to develop personalized financial plans and investment strategies that align with their goals and circumstances.
Key responsibilities include:
- Conducting thorough financial analyses to identify areas of improvement and potential opportunities
- Developing and implementing customized financial plans and investment strategies to meet client goals
- Providing ongoing support and guidance to clients to ensure they remain on track to meet their financial objectives
- Maintaining accurate records of client interactions and financial data
Requirements
To succeed as a Financial Consultant, you should possess:
- A strong understanding of financial markets, instruments, and products
- Excellent communication and interpersonal skills to build trust with clients
- Self-motivation and a drive to exceed sales targets and client expectations
- Strong analytical and problem-solving skills to analyze complex financial situations and develop creative solutions
- Ability to work independently and as part of a team to achieve business objectives
