Financial Professional

This Relationship Advisor position is for someone looking to deepen relationships and provide financial solutions to existing base of clients will assisting in the transition of advisors moving to the RIA only/TRPG platform. The Advisor is responsible for transitioning advisors books of business to own rep code, working with customers to help determine the best way to serve their best interest with investment products and financial services. Will be responsible for formulating and implementing advice on your own, may also rely on technical specialists to develop product, investment recommendations while using Cetera tools and platforms.

With a strong focus on operations, communications, customer service and sales, the Advisor should be client centric and enjoy developing professional and mutually beneficial relationships with a wide variety of customers. Candidates should be self-motivated and driven to exceed expectations in all that they do.