Senior Financial Advisor Support Specialist

Cetera Financial Group; Atlanta (GA); On-site; USD 46,000 - 60,000; Full time

Job summary

Cetera Financial Group in Atlanta, GA is seeking a Sales Assistant to support Financial Professionals with day-to-day investment practice tasks, prepare client paperwork, perform transactions, and maintain relationships with clients and vendors.

The role requires some licensing (Life/Health Insurance, Series 6/7/66 or 63/65), with room for growth. You will liaise with clients, schedule appointments, prepare materials, and ensure compliance and timely service.

Qualifications

• High school diploma or GED required.
• Experience in administrative or customer service roles.
• Licensing such as Life/Health Insurance and FINRA licenses is preferred.
• Excellent written and verbal communication skills.

Responsibilities

• Act as liaison between registered representatives and clients while following FINRA guidelines.
• Answer phones, schedule appointments, and prepare materials for meetings.
• Aid in preparing client illustrations, graphs, reports for presentations.
• Complete client paperwork and follow-up tasks to support representatives.
• Enter trades as instructed, without offering sales strategies or acting as the representative.
• Engage with clients by phone, virtual visits, and in-person to ensure service levels.
• Set and prepare for client financial review meetings per service SLAs.
• Organize client events and maintain filing systems per compliance guidelines.

Skills

Administrative experience

Written and verbal communication

Microsoft Office

Basic client communication

Education

High School Diploma or GED

Tools

AdviceWorks

SmartWorks

Redtail

Microsoft Office

Job description

Cetera Financial Group in Atlanta, GA is seeking a Sales Assistant to support Financial Professionals with day-to-day investment practice tasks, prepare client paperwork, perform transactions, and maintain relationships with clients and vendors.

The role requires some licensing (Life/Health Insurance, Series 6/7/66 or 63/65), with room for growth. You will liaise with clients, schedule appointments, prepare materials, and ensure compliance and timely service.