Senior Wealth Advisor - Hybrid

Cetera Financial Group • Great Falls, MT

6d • Hybrid

About The Position

Cetera Planning Partners (CPP), a community within Cetera Holdings, is seeking a Senior Wealth Advisor to join its team. The position focuses on developing client relationships and business through new-client acquisition, comprehensive financial planning, and ongoing advice. The advisor is the face of the client relationship and works with a support 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, including a track record of business development and experience providing comprehensive planning advice.

The advisor works with CPP-generated leads, referral leads, and outbound calling leads, guiding prospective clients through the Wealth Accelerator Process. They assess client goals, concerns, and financial information to develop long-range plans and help clients keep those plans aligned with their goals. The role also includes developing referral relationships, maintaining client and prospect information in Salesforce, researching industry guidelines, staying current on market trends, and complying with relevant financial, investment, tax, and insurance policies and procedures.

Total annual target compensation is up to approximately $275,000, including a base salary draw and variable target-based incentives if conditions are achieved under the Company’s compensation plans. Actual earnings may be higher or lower depending on individual performance, business conditions, and 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 66.
• Proficiency in Microsoft Office Suite and CRMs.

Nice To Haves

• CFP designation preferred.

Responsibilities

• Source and acquire new clients to build business.
• Use CPP-generated leads, referral leads, and outbound calling leads to educate prospective clients and convert them through the Wealth Accelerator Process.
• Follow up with prospective clients, maximize relationships, generate referrals, and develop referral partnerships.
• Understand prospective and current clients’ goals, concerns, and financial information; analyze this information to create long-range financial plans.
• Develop and maintain a client base that values the advisor’s input and guidance.
• Work with clients to keep 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 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