Senior Wealth Advisor | Hybrid Growth & Impact

Cetera Financial Group Inc; Edina (MN); Hybrid; USD 250,000 - 300,000; Full time

Job summary

Cetera Planning Partners in Edina, MN is seeking a Senior Wealth Advisor to lead client relationships and deliver comprehensive financial planning. You will build a client base, leverage CPP leads, and collaborate with a team across tax, legacy wealth, and trading to drive growth.

The ideal candidate has 5+ years in financial services, planning-based advisory experience, and securities licensure (Series 65 or 7/66). CFP is preferred.

Qualifications

• 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.

Responsibilities

• 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

Skills

Financial services experience

Client relationship management

Sales & business development

Education

FINRA Series 65 or 7/66

CFP designation (preferred)

Tools

MS Office Suite

CRMs

Job description

Cetera Planning Partners in Edina, MN is seeking a Senior Wealth Advisor to lead client relationships and deliver comprehensive financial planning. You will build a client base, leverage CPP leads, and collaborate with a team across tax, legacy wealth, and trading to drive growth.

The ideal candidate has 5+ years in financial services, planning-based advisory experience, and securities licensure (Series 65 or 7/66). CFP is preferred.