Wealth Advisor - Hybrid

Cetera Financial Group; Baytown (TX); On-site; USD 65,000 - 90,000; Full time

Benefits offered by this job

Health, dental, vision insurance

Mental health benefits

20+ days paid time off

401(k) plan with company contribution

Paid parental leave

Employee Assistance Program

Pet Insurance

Job summary

Cetera Financial Group is looking for an Associate Financial Planning Consultant to join their team in Baytown, Texas. This hybrid role involves working directly with Financial Planning Consultants to enhance client experiences and facilitate strong relationships.

The successful candidate will help meet clients, communicate financial concepts, and assist in monitoring investments. A Bachelor's degree or equivalent experience in wealth management is required. The salary range is $65,000 - $90,000 with additional bonuses.

Qualifications

• Bachelor’s degree or equivalent from a four-year college or university, or at least three years related wealth management experience.
• Experience in paraplanning, financial modeling, and tax preparation preferred.
• Strong computer skills with MS Word, Excel, CRM Database, PowerPoint.

Responsibilities

• Provide excellent client experiences and facilitate client retention.
• Meet with clients and CPAs to present solutions and provide follow-up.
• Assist lead advisors in monitoring portfolio investments.

Skills

Client Relationship Management

Financial Communication

Research Skills

Computer Skills (MS Office, CRM)

Education

Bachelor’s degree or equivalent

Job description

Cetera is seeking an Associate Financial Planning Consultant who will work directly with the Financial Planning Consultant to deliver successful onboarding and ongoing service of CPA planning relationships. The Associate Financial Planning Consultant is an integral part of delivering an exceptional client experience. This will be a hybrid role for our primary office location in Baytown, TX. Candidates are required to come into office 2-3 days a week on the set office HUB schedule.

What You Will Do

• Provide clients with excellent experience and facilitate client retention by building strong relationships.
• Meet with clients and CPAs as needed to present proposed solutions, gather information, complete paperwork, and provide timely and accurate follow-up.
• Effectively communicate financial concepts to clients and make suitable recommendations.
• Assist lead advisors in monitoring portfolio investments.
• Assist or conduct client meetings with the lead FPC.
• Internal management of accounts to include the maintenance of investment policy statements and ensuring accounts are invested properly.
• Responsible for assigned household relationships and delivering client service expectations.
• Updates CRM (Client Relationship Management) database with client meeting notes and activity.
• Performs various research tasks pertaining to client or advisor requests.
• Performs other duties as assigned by lead FPC.
• Maintain knowledge of industry developments and changes.
• Work toward continuous quality improvement.
• Stay current with changing technology, including software programs.
• Strongly protects and promotes the philosophy of the company.
• Other job duties as defined.

What You Need To Have

• Bachelor’s degree (B.A.) or equivalent from a four-year college or university, or at least three years related wealth management experience and/or training required.
• Paraplanning, financial modeling, tax preparation and investment solutions experience preferred.
• Strong computer skills with MS Word, Excel, CRM Database, PowerPoint, Email, and Internet usage.
• Required: Series 7/66, or 63/65 combo.
• Preferred: Life/health insurance license.

Travel Requirements

Up to 20% for Advisor/Firm Facing Engagements & Strategic Cetera Events.

Compensation

The salary range for this role is $65,000 - $90,000, plus competitive performance-based bonus. Compensation packages are based on a wide array of factors unique to each candidate, including but not limited to skill set, years and depth of experience, certifications, and specific office location. Compensation ranges may differ in differing locations due to cost of labor considerations.

What We Give You In Return

• Inclusive health, dental, vision and life insurance plans built to support diverse lifestyles, offer preventative care, and protect against hardship.
• Easy access to mental health benefits to meet our team members and their families where they are.
• 20 plus days of paid time off (PTO), paid holidays, and 2 paid wellness days to give our employees the time they need to stay close with their loved ones, recharge, and give back to their communities.
• 401(k) Savings plan with a generous company contribution (up to 5%), and access to a financial professional to offer our employees the opportunity to plan‑ahead for a strong financial future well beyond their working years.
• Paid parental leave to support all team members with birth, adoption, and foster.
• Health Savings and Flexible Spending Account options to help you save money on healthcare, daycare, commuting, and more.
• Employee Assistance Program (EAP), LifeLock, Pet Insurance and more.

Equal Employment Opportunity

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.