Senior Client Services Advisor Financial Advisors
Listed on 2026-10-09
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Finance & Banking
Cetera Financial Group Inc. in New York is seeking an Administrative Assistant to support registered representatives and clients.
You will answer calls, schedule meetings, prepare materials, and assist with client illustrations, graphs, reports, and paperwork while adhering to FINRA guidelines. The role involves coordinating trades per client instructions under supervision, providing proactive client service, and maintaining organized records in compliance with Cetera standards.
The following position is for a Senior Client Services Advisor for Financial Advisors with Cetera Financial Group Inc.
The position is based in Latham, NY, United States.
This opportunity is part of our work in Management & Operations, Sales.
The advertised compensation is 45.000 - 61.000.
We aim to respond to suitable candidates as soon as possible.
Full responsibilities and requirements are described in the listing above.
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