Senior Wealth Advisor: Growth & Planning Leader

Cetera Financial Group; Edina (MN); Vor Ort; USD 180.000 - 300.000; Vollzeit

Benefits dieser Stelle

Health insurance

Dental insurance

Vision insurance

Life insurance

401(k) match

Paid time off

Zusammenfassung

Cetera Planning Partners in Edina, MN seeks a Senior Wealth Advisor with 5+ years in financial services to lead client relationships and deliver comprehensive financial planning.

You will source new clients, follow up on referrals and CPP leads, coordinate with Tax, Legacy Wealth Strategies, Trading, CIO and operations to ensure plans stay aligned with clients’ goals. This role offers growth within a fast-paced, collaborative environment.

Qualifikationen

• 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.

Aufgaben

• 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.

Ausbildung

FINRA Series 65 License

Series 7 and 66

CFP designation (preferred)

Tools

MS Office Suite

CRMs

Jobbeschreibung

Cetera Planning Partners in Edina, MN seeks a Senior Wealth Advisor with 5+ years in financial services to lead client relationships and deliver comprehensive financial planning.

You will source new clients, follow up on referrals and CPP leads, coordinate with Tax, Legacy Wealth Strategies, Trading, CIO and operations to ensure plans stay aligned with clients’ goals. This role offers growth within a fast-paced, collaborative environment.