5302-Wealth Advisor - Hybrid

Cetera • Baytown, TX

1d • $275,000 • Hybrid

About The Position

Cetera Planning Partners is seeking a Senior Wealth Advisor to join its team in Great Wealth. The advisor leads client relationships and works with a team that includes client service, Tax, Legacy Wealth Strategies, Trading, CIO, and operational support. The role requires at least five years of financial services industry experience, a record of business development success, and the ability to provide comprehensive planning advice.

The Senior Wealth Advisor builds and maintains a client base by acquiring new clients, converting leads, understanding clients’ financial goals and circumstances, and developing long-range financial plans. The advisor keeps plans aligned with clients’ goals, develops referral relationships, maintains accurate CRM records, and stays current on industry guidance, events, and market trends while complying with applicable policies and procedures.

Requirements

• At least 5 years of financial services industry experience.
• At least 3 years of experience as a planning-based advisor.
• FINRA Series 65 license, or Series 7 and 66 licenses.
• Proficiency in Microsoft Office Suite and CRMs.

Nice To Haves

• CFP designation preferred.

Responsibilities

• Source and acquire new clients to build business.
• Use company-generated, referral, and outbound-calling leads to educate prospects and convert them into clients through the Wealth Accelerator Process.
• Follow up with prospective clients, maximize relationships, and create referrals and referral partnerships.
• Work with prospective and current clients to understand their goals, concerns, and financial information, then analyze it to create long-range financial plans.
• Develop and maintain a base of clients who value the advisor’s input and guidance.
• Keep clients’ financial plans current and aligned with their goals.
• Maximize client relationships, generate referrals, and keep Salesforce updated.
• Research industry guidelines and stay up to date with current events and market trends.
• Comply with current policies and procedures for the financial, investment, tax, and insurance industries.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Education Level: No Education Listed