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Senior Client Services Representative
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- The successful candidate is a sales assistant holding some licensing that may include Life, Accident & Health Insurance License, Series 6 or 7 & 66 (or 63/65 combo).
- They may also be a licensed sales assistant who is fully licensed but has less than 3 years of experience in the investment industry.
- What You Will Do:Act as a liaison between the registered representatives and their clients while following FINRA guidelines as a registered sales assistant.
- Base annual salary may also differ significantly due to geography and cost of labor considerations.
- Cetera is an independent financial advisor network and a leading provider of retail services to the investment programs of banks and credit unions.
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