Senior Wealth Advisor - Hybrid

Cetera • Great Falls, MT

6d • $275,000 • Hybrid

About The Position

Cetera Planning Partners is seeking a Senior Wealth Advisor to join its team in Great Wealth. The advisor will have an established record of business development success and provide clients with comprehensive financial planning advice. The role is the primary face of client relationships and is supported by a team that includes client service, Tax, Legacy Wealth Strategies, Trading, CIO, and operational support. The position is hybrid.

The advisor will develop new business, convert prospects into clients, and build and maintain a client base through comprehensive planning and ongoing guidance. Total annual target compensation is up to approximately $275,000, including a base salary draw and variable target-based incentives if conditions are achieved. Actual earnings may be higher or lower depending on individual performance, business conditions, and compensation plan terms.

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 Series 66 licenses.
• Proficiency in Microsoft Office Suite and CRMs.

Nice To Haves

• CFP designation is preferred.

Responsibilities

• Source and acquire new clients to build the business.
• Use company-generated, referral, and outbound-calling leads to educate and convert prospects 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, and analyze that information to create long-range financial plans.
• Develop and maintain a client base that values 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 current with events and market trends.
• Comply with applicable financial, investment, tax, and insurance industry policies and procedures.

What This Job Offers

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