Sales Support Associate
Cetera InvestorsCleveland, Ohio, United States
Posted July 22, 2019
Full Time
About the Company
Cetera Financial Group is a premier financial services firm dedicated to turning financial aspirations into reality. We offer a range of services including wealth management, financial advisory, retirement planning, estate planning, and fintech solutions. Our focus on collaborative environments and innovative technology empowers clients and professionals to achieve remarkable financial growth.
Job Description
This Sales Support Associate role supports Registered Financial Services Sales Representatives with administrative assistance and enhances the client experience. The role involves providing product information, mail correspondence, and maintaining file organization, with a focus on FINRA licensing requirements. This role offers an opportunity to learn about financial products and advisory services.
Requirements
- High School diploma or equivalent
- Some college preferred
- FINRA licensing required (S6/S63/Life/Health) with in 12months of hire. Training will be provided.
- Strong verbal communication skills
- Strong organizational skills
- Proficient use of Microsoft Office
Benefits
- Comprehensive benefits package
- Healthy lifestyle support
- Preventative care
- 401k Matching
- Retirement plan
- Comprehensive health program