Senior Wealth Advisor - Drive Growth & Planning

Cetera Financial Group; Great Falls (MT); Presencial; USD 248.000 - 303.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

CFP designation preferred

Descripción de la vacante

Cetera Planning Partners in Great Falls, MT seeks a Senior Wealth Advisor with 5+ years in financial services to lead client relationships and comprehensive financial planning. You will collaborate with a dedicated team including client service, tax, legacy strategies, trading, CIO, and operations to deliver tailored strategies and grow the practice.

The ideal candidate holds FINRA Series 65 or 7/66, with CFP designation preferred, and is proficient in MS Office and CRMs.

Formación

• 5+ years in Financial Services industry.
• 3+ years as a planning-based Advisor.
• FINRA Series 65 License or 7/66.
• Proficient in MS Office Suite and CRMs.

Responsabilidades

• Source and acquire new clients to build business.
• Educate and convert leads into clients through the Wealth Accelerator Process.
• Follow up with prospective clients to maximize relationships and referrals.
• Analyze client data to create long-range financial plans.
• Develop and maintain a client base that values guidance.
• Keep clients' financial plans aligned with goals.

Conocimientos

Client relationship management

Business development

Financial planning

Communication

CRM software

Educación

FINRA Series 65 License or 7 and 66

CFP designation preferred

Herramientas

MS Office Suite

CRMs

Salesforce

Descripción del empleo

Cetera Planning Partners in Great Falls, MT seeks a Senior Wealth Advisor with 5+ years in financial services to lead client relationships and comprehensive financial planning. You will collaborate with a dedicated team including client service, tax, legacy strategies, trading, CIO, and operations to deliver tailored strategies and grow the practice.

The ideal candidate holds FINRA Series 65 or 7/66, with CFP designation preferred, and is proficient in MS Office and CRMs.