Advisor Support and Client Services Specialist

Cetera Financial Group; San Diego (CA); On-site; USD 34,440 - 44,358; Full time

Benefits offered by this job

Health, dental, vision, and life insurance

20+ days of paid time off (PTO)

401(k) Savings plan with company contributions

Employee Assistance Program (EAP)

Job summary

Cetera Financial Group in San Diego, California, is looking for a skilled Sales Assistant to support Financial Professionals in managing client relationships and administrative tasks. This role involves direct interaction with clients, preparing client documents, and ensuring compliance with regulations.

The ideal candidate will possess a High School Diploma, relevant licenses, and demonstrate strong organizational skills. The position offers an hourly wage ranging from $25.00 to $32.20, depending on skills and experience.

Comprehensive benefits including health insurance, paid time off, and a 401(k) plan are also provided.

Qualifications

• High School Diploma or GED is required.
• Some licensing may include Life, Accident & Health Insurance License.
• Experience in an administrative or customer service role is necessary.

Responsibilities

• Act as a liaison between registered representatives and their clients.
• Schedule appointments and prepare materials for client meetings.
• Aid in completing client paperwork and processing transactions.

Skills

Time management skills

Written and verbal communication

Proficiency in Microsoft Office

Education

High School Diploma or GED

Some relevant licensing (e.g., FINRA Series 6 or 7)

Tools

Microsoft Word

Microsoft Excel

Microsoft PowerPoint

Job description

Cetera Financial Group in San Diego, California, is looking for a skilled Sales Assistant to support Financial Professionals in managing client relationships and administrative tasks. This role involves direct interaction with clients, preparing client documents, and ensuring compliance with regulations.

The ideal candidate will possess a High School Diploma, relevant licenses, and demonstrate strong organizational skills. The position offers an hourly wage ranging from $25.00 to $32.20, depending on skills and experience.

Comprehensive benefits including health insurance, paid time off, and a 401(k) plan are also provided.