Senior Wealth Advisor — Growth, Planning & Leadership

Cetera Financial Group; Baytown (TX); On-site; USD 248,000 - 303,000; Full time

Benefits offered by this job

Competitive compensation

Performance bonuses

Benefits package

Job summary

Cetera Planning Partners, part of Cetera Financial Group, seeks a Senior Wealth Advisor in Great Wealth. The role requires a minimum of 5 years’ industry experience and a proven track record in business development and comprehensive financial planning.

You will lead client relationships with a team including service, tax, legacy strategies, and trading support, while delivering tailored advice and ongoing plan management.

Qualifications

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

Responsibilities

• Source and acquire new clients to build business.
• Educate and convert leads into clients through the Wealth Accelerator Process.
• Follow up with prospective clients and maximize relationships and referrals.
• Analyze client information to create long-range financial plans.
• Develop and maintain a base of clients who value guidance.
• Keep client plans current and aligned with goals.
• Keep Salesforce updated and manage referrals.
• Stay up to date with industry guidelines and market trends.
• Comply with policies for financial, investment, tax and insurance.

Skills

Client relationship

New business development

Financial planning

Communication

Education

FINRA Series 65 License

FINRA Series 7 & 66

Tools

MS Office

CRM software

Job description

Cetera Planning Partners, part of Cetera Financial Group, seeks a Senior Wealth Advisor in Great Wealth. The role requires a minimum of 5 years’ industry experience and a proven track record in business development and comprehensive financial planning.

You will lead client relationships with a team including service, tax, legacy strategies, and trading support, while delivering tailored advice and ongoing plan management.