Financial Practice Client Services Specialist
Listed on 2026-10-17
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Finance & Banking
Financial Sales, Banking & Finance, Financial Services, Financial Advisor / Consultant
Cetera Financial Group in Woburn, MA is seeking a Sales Assistant to support Financial Professionals by preparing client paperwork, processing transactions, and maintaining strong client relationships.
The role involves coordinating meetings, illustrations, and follow-up tasks while adhering to compliance guidelines and industry standards. Prior licensing in life/health or FINRA series is preferred, with room for growth toward full licensing.
This role, Financial Practice Client Services Specialist at Cetera Financial Group, could be your next move.
Full responsibilities and requirements are described in the listing above.
Learn more about the Financial Practice Client Services Specialist role in the description above.
We appreciate your interest in this position.
Join Cetera Financial Group and contribute to our ongoing work.
Take a moment to read everything above and see whether this role is right for you.
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