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Financial Advisor - Citrus County, FL

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Cetera Investment Services LLC

2021-12-03 07:32:09

Job location Beverly Hills, Florida, United States

Job type: fulltime

Job industry: Banking & Financial Services

Job description

The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial goals. They should be be comfortable creating financial plans and cross checking work to ensure complete accuracy of information.

Responsibilities
  • Provide financial planning support to clients
  • Support investment professionals to cultivate client relationships
  • Prepare financial plans and check their accuracy


Qualifications

  • Bachelor's degree in Finance or related field
  • 5+ years' of industry experience
  • Strong understanding of the investment business
  • Excellent interpersonal skills

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