Cetera Investment Services LLC
Investment Representative
Cetera Investment Services LLC, Lodi, California, United States, 95240
Overview
Cetera Investment Services LLC is seeking an Investment Representative for Oak Valley Investments located at Oak Valley Bank in Lodi, CA. For more information, and to apply online, please scroll down. Responsibilities
Develop a client base to sell wealth management products. Collect and analyze information on risk tolerance, goals, income, assets, investments, and debts to determine suitable products. Advise customers on the advantages, risks, and disadvantages of products. Develop internal referral resources to identify existing customers and external prospects to build new client relationships. Identify cross-sell opportunities and refer customers to other bank sales representatives through needs-based selling. Understand and comply with all Cetera and bank policies, laws, and regulations governing product sales; maintain required licenses and registrations; complete mandatory training. Maintain superior, courteous service to promote products and expand relationships; exceed customer expectations for accuracy, efficiency, courtesy, and professionalism. Job Requirements
With a strong focus on sales and customer service, the Financial Advisor should be a people person who enjoys developing professional relationships with a wide variety of customers. Candidates should be self-motivated and driven to exceed expectations. Education and Training
FINRA Series 7, 63 and 65 or Series 7, 66 (Required) Life & Health Insurance license (Required) Strong sales, marketing, and business development skills Cetera
is nationally recognized as a self-clearing broker-dealer, registered investment adviser, and insurance agency serving nearly 500 institutions with assets ranging from $15 million to $13 billion nationwide. The Cetera team offers income potential, scheduling flexibility, training, and support. Compensation
Base pay range: $45,000.00/yr - $50,000.00/yr. Additional compensation: Commission. Location
Oak Valley Investments, Oak Valley Bank, Lodi, CA
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Cetera Investment Services LLC is seeking an Investment Representative for Oak Valley Investments located at Oak Valley Bank in Lodi, CA. For more information, and to apply online, please scroll down. Responsibilities
Develop a client base to sell wealth management products. Collect and analyze information on risk tolerance, goals, income, assets, investments, and debts to determine suitable products. Advise customers on the advantages, risks, and disadvantages of products. Develop internal referral resources to identify existing customers and external prospects to build new client relationships. Identify cross-sell opportunities and refer customers to other bank sales representatives through needs-based selling. Understand and comply with all Cetera and bank policies, laws, and regulations governing product sales; maintain required licenses and registrations; complete mandatory training. Maintain superior, courteous service to promote products and expand relationships; exceed customer expectations for accuracy, efficiency, courtesy, and professionalism. Job Requirements
With a strong focus on sales and customer service, the Financial Advisor should be a people person who enjoys developing professional relationships with a wide variety of customers. Candidates should be self-motivated and driven to exceed expectations. Education and Training
FINRA Series 7, 63 and 65 or Series 7, 66 (Required) Life & Health Insurance license (Required) Strong sales, marketing, and business development skills Cetera
is nationally recognized as a self-clearing broker-dealer, registered investment adviser, and insurance agency serving nearly 500 institutions with assets ranging from $15 million to $13 billion nationwide. The Cetera team offers income potential, scheduling flexibility, training, and support. Compensation
Base pay range: $45,000.00/yr - $50,000.00/yr. Additional compensation: Commission. Location
Oak Valley Investments, Oak Valley Bank, Lodi, CA
#J-18808-Ljbffr