Financial Advisor

Cetera Wealth Services; West Covina (CA); On-site; USD 150,000 - 500,000; Full time

Benefits offered by this job

Competitive Advisor Funding

Scalable Growth Support

Tech-Enabled Independence

Community of Peers

Job summary

A leading financial advisory firm in California is seeking a Financial Advisor to help clients achieve their financial goals. This role offers independence and access to a powerful network designed to support your practice. Ideal candidates will have required FINRA certifications and a proven track record of success in the finance industry.

Qualifications

• Required FINRA Series 7 and 66 or 63 and 65 certifications.
• Demonstrated success in financial advisory roles.
• Passion for client service and results.

Skills

FINRA Series 7

FINRA Series 66 OR 63 and 65

Proven track record of success

Passionate about delivering exceptional client results

Ready to grow and scale your practice

Job description

1 day ago Be among the first 25 applicants

Guide futures. Shape success. Start here!

Join Cetera Wealth Management Group (CWMG), a leading network of independent firms and professionals dedicated to helping clients achieve their financial goals!

At CWMG we believe your independence is your greatest asset. We’re not here to change how you serve your clients—we’re here to amplify it. As part of one of the largest networks of independent financial professionals in the U.S., you’ll gain access to a powerful ecosystem of support, technology, and community designed to help you scale your business and elevate your client experience.

Let us help us experience the freedom of running your own practice your way with an independently owned firm that will deliver unmatched support, resources and partnership every step along your journey.

What We Offer:

• Competitive Advisor Funding: Transition assistance for experienced advisors and a robust training and financing program for new advisors.
• Advice-Centric Experience: Deliver holistic, personalized financial guidance with tools that enhance client relationships.
• Scalable Growth Support: From marketing and practice management to succession planning, we help you grow your business your way.
• Tech-Enabled Independence: Access cutting-edge platforms that streamline operations and deepen client engagement.
• Community of Peers: Join a collaborative network of like-minded professionals who share your values and vision.

Qualifications We Are Looking For:

• FINRA Series 7
• FINRA Series 66 OR 63 and 65
• Proven track record of success
• Passionate about delivering exceptional client results
• Ready to grow and scale your practice with the backing of a trusted partner

Let’s Build Your Legacy Together! Whether you're looking to grow, transition, or simply find a better fit, we’re here to help you thrive.

Make your smartest investment yet—apply here directly to learn more about joining our team!

Visit Our Website: www.ceterawealthmanagement.com

Cetera Wealth Management Group is a region of Cetera Advisor Networks LLC. Securities offered through Cetera Advisor Networks LLC, member FINRA/SIPC. Advisory Services offered through Cetera Investment Advisers LLC, a registered investment adviser. 2301 Rosecrans Ave, Ste. 5100, El Segundo, CA 90245

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Sales and Finance

• Industries

  Financial Services and Insurance

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