Senior Wealth Advisor - Hybrid

Senior Wealth Advisor

At Cetera Planning Partners (CPP), a unique community within Cetera Holdings, we strive for continuous improvement and evolution towards excellence. To achieve this, we require the right individuals who can support and ensure our success. We offer diverse business opportunities that are constantly evolving, providing meaningful prospects for growth to everyone. If you are proactive, adaptable to change, and thrive in a fast-paced and dynamic environment, the possibilities for advancement and success are limitless.

We are currently seeking to add a Senior Wealth Advisor position to our team located in Edina, MN. A Senior Wealth Manager will have a minimum of 5 years' industry experience, establishing a track record of business development success and providing clients with comprehensive planning advice. Senior Wealth Managers are the face of the client relationship with a team built around them consisting of a client service, Tax, Legacy Wealth Strategies, Trading, CIO, and operational support.

What You Will Do:

• Source and acquire new clients to build business

• Use CPP generated leads, referral leads, and outbound calling leads to educate and convert into clients through the Wealth Accelerator Process

• Follow up with prospective clients, maximize relationships, create referrals and referral partnership

• Work with prospective clients and current clients to understand their goals, concerns and current financial information. Analyze information to create a long-range financial plan

• Develop and maintain a base of clients who value your input and guidance

• Work with clients to keep their financial plans current and aligned with their goals

• Maximize relationships, create referrals and keep SalesForce updated

• Research industry guidelines. Stay up to date with current events and market trends

• Comply with current policies and procedures for financial, investment, tax and insurance industry

What You Will Have:

• 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 7 and 66

• Proficient in MS Office Suite and CRMs

Compensation: Total annual target compensation of up to approximately $300,000 (includes base salary draw and variable target-based incentives if conditions are achieved, as determined under the Company's compensation plans). Actual earnings may be more or less than target and depend on individual performance, business conditions and plan terms.

About Cetera

Cetera Financial Group® (Cetera) is a leading network of independent retail broker-dealers and registered investment advisers empowering the delivery of objective financial advice to individuals, families, and company retirement plans across the country through trusted financial advisors and financial institutions. Cetera is one of the largest independent financial advisor networks in the nation and a leading provider of retail services to the investment programs of banks and credit unions.

Advisor support resources offered through Cetera include award-winning wealth management and advisory platforms, comprehensive broker-dealer and registered investment adviser services, practice management support, and innovative technology.

Cetera Financial Group is committed to providing an equal employment opportunity for all applicants and employees. For us, this is the only acceptable way to do business. Accordingly, all employment decisions at Cetera Financial Group, including those relating to hiring, promotion, transfers, benefits, compensation, and placement, will be made without regard to race, color, ancestry, national origin, citizenship, age, physical and/or mental disability, medical condition, pregnancy, genetic characteristics, religion, religious dress and/or grooming, gender, gender identity, gender expression, sexual orientation, marital status, U.S. military status, political affiliation, or any other class protected by state and/or federal law.