Senior Wealth Advisor - Hybrid

Cetera Financial Group; Great Falls (MT); On-site; USD 248,000 - 303,000; Full time

Benefits offered by this job

CFP designation preferred

Job summary

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.

Qualifications

• 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.

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 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.

Skills

Client relationship management

Business development

Financial planning

Communication

CRM software

Education

FINRA Series 65 License or 7 and 66

CFP designation preferred

Tools

MS Office Suite

CRMs

Salesforce

Job description

Job Description

At Cetera Planning Partners (CPP), a unique community within Cetera Holdings, we strive for continuous improvement and evolution towards excellence. To achieve this, we require the right individuals who can support and ensure our success. We offer diverse business opportunities that are constantly evolving, providing meaningful prospects for growth to everyone. If you are proactive, adaptable to change, and thrive in a fast-paced and dynamic environment, the possibilities for advancement and success are limitless.

Job Description

At Cetera Planning Partners (CPP), a unique community within Cetera Holdings, we strive for continuous improvement and evolution towards excellence. To achieve this, we require the right individuals who can support and ensure our success. We offer diverse business opportunities that are constantly evolving, providing meaningful prospects for growth to everyone. If you are proactive, adaptable to change, and thrive in a fast-paced and dynamic environment, the possibilities for advancement and success are limitless. We are currently seeking to add a Senior Wealth Advisor position to our team located in Great Wealth. A Senior Wealth Advisor will have a minimum of 5 years’ industry experience, establishing a track record of business development success and providing clients with comprehensive planning advice. Senior Wealth Managers are the face of the client relationship with a team built around them consisting of a client service, Tax, Legacy Wealth Strategies, Trading, CIO, and operational support.

What You Will Do

• 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

What You Will Have

• 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

What Is Nice To Have

• CFP designation is preferred

Compensation: Total annual target compensation of up to approximately $275,000 (includes base salary draw and variable target-based incentives if conditions are achieved, as determined under the Company's compensation plans). Actual earnings may be more or less than target and depend on individual performance, business conditions and plan terms.