What are the responsibilities and job description for the Wealth Strategist position at Cetera Investment Services LLC?
About the Role
The Wealth Advisor will work closely with high net worth individuals or estates, providing personalized financial guidance and investment strategies to help them achieve their long-term goals.
Responsibilities will include managing complex financial portfolios, analyzing client data, and recommending tailored investment solutions. This role requires exceptional communication and relationship-building skills, as well as a deep understanding of the financial services industry and regulatory requirements.
