Cetera Financial Group
Senior Client Services Representative
San Diego, CA, United States · Senior
Sponsorship not specifiedDetected 23 days ago
Customer Support
About the role
- This role may cover up to 3 Financial Professionals.
- 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).
Responsibilities
- This person supports Financial Professionals (Registered Representatives) with running their day-to-day Investment practice while enhancing the customer service level and experience.
Requirements
- They may also be a licensed sales assistant who is fully licensed but has less than 3 years of experience in the investment industry.
- This role is the second step of the career pathing program toward future opportunities that require full-licensing and more than 3 years of experience in the investment industry.
Apply directly at Cetera Financial Group →Create a free account for alerts like thisView Cetera Financial Group immigration profile
This listing is sourced directly from Cetera Financial Group's careers page and normalized into a canonical job model.