Cetera Investment Services LLC
Overview
This is a full-time, on-site role for a Financial Advisor located in Fayetteville, NY. The Financial Advisor will be responsible for providing financial planning, investment advice, and retirement planning services. Day-to-day tasks include meeting with clients to assess their financial needs, developing customized financial plans, managing investment portfolios, and advising on various financial products and services. The advisor must maintain strong client relationships, stay current with market trends, and ensure compliance with industry regulations. Qualifications
Financial Planning and Retirement Planning skills Knowledge of Finance and Investments Financial Advisory experience Strong analytical and problem-solving skills Excellent interpersonal and communication skills Relevant certifications such as CFP, CFA, or similar, are a plus A Bachelor’s degree in Finance, Economics, Business, or related field Ability to work on-site in Fayetteville, NY Proficiency in financial planning software and tools Seniority level
Entry level Employment type
Full-time Job function
Finance and Sales
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This is a full-time, on-site role for a Financial Advisor located in Fayetteville, NY. The Financial Advisor will be responsible for providing financial planning, investment advice, and retirement planning services. Day-to-day tasks include meeting with clients to assess their financial needs, developing customized financial plans, managing investment portfolios, and advising on various financial products and services. The advisor must maintain strong client relationships, stay current with market trends, and ensure compliance with industry regulations. Qualifications
Financial Planning and Retirement Planning skills Knowledge of Finance and Investments Financial Advisory experience Strong analytical and problem-solving skills Excellent interpersonal and communication skills Relevant certifications such as CFP, CFA, or similar, are a plus A Bachelor’s degree in Finance, Economics, Business, or related field Ability to work on-site in Fayetteville, NY Proficiency in financial planning software and tools Seniority level
Entry level Employment type
Full-time Job function
Finance and Sales
#J-18808-Ljbffr