Communication Skills, Customer Relationship Management (CRM), Financial Services, High School Diploma, Maintain Compliance, Organizational Skills, Regulatory Compliance, Regulatory Requirements, Series 7
A financial services firm in North Carolina seeks a dedicated professional to manage and grow client relationships. This role involves providing exceptional service, acquiring new clients, and maintaining compliance with regulatory requirements. Candidates should have a high school diploma, 3+ years of relevant experience, and necessary licenses (Life/Health and FINRA Series 7, 63 & 65 or S66). Strong communication and organizational skills are essential, alongside proficiency in basic software programs.#J-18808-Ljbffr
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Cetera Financial Group
Are you a forward-thinker? Are you energized by a challenge? Do you want to make a difference? If you are looking for a dynamic company where you can build the future of independent financial advice with inspiring teammates—and have fun along the way—we think you’ll like it here. At Cetera, our Guiding Principles reflect what matters most to us. We seek to:
measure success by our advisors' success
recognize the strength of our team
execute with purpose & efficiency
empower & inspire each other