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About the role
Key responsibilities & impact- Work directly with existing Cetera clients to understand and support their financial needs
- Assist clients with account balances, withdrawals, fund transfers, and available resources
- Provide wealth management and financial planning guidance
- Develop client relationships through responsive service and personalized financial strategies
- Grow the business through client asset consolidation, professional networking, and client referrals
- Use Cetera’s technology, tools, and resources to manage client relationships and deliver a positive experience
Requirements
What you’ll need- Bachelor’s degree
- Minimum of two years of financial services experience
- Active FINRA Series 7 and Series 66 licenses, or active Series 63 and Series 65 licenses
- Active state life, health, disability, and variable insurance licenses
- Strong customer service, relationship-building, organizational, time-management, and written and verbal communication skills
Benefits
Comp & perks- Competitive performance-based bonus
- Generous variable incentive compensation package