Senior Wealth Strategy Advisor — Build Growth & Impact

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

Job summary

As the central client-facing figure, you will work with a support team including Tax, Legacy Wealth Strategies, Trading, CIO, and operations to maximize referrals and ensure ongoing client success. CFP is preferred and compensation targets can reach substantial earnings.

Qualifications

• 5+ years of experience in financial services.
• 3+ years as a planning-based advisor.
• FINRA licenses 65 or 7/66.
• Proficient with MS Office and CRMs.

Responsibilities

• Source and acquire new clients to build business.
• Use CPP leads to educate and convert into clients.
• Follow up with prospective clients; maximize relationships.
• Understand clients' goals and develop long-range financial plans.
• Develop and maintain a client base.
• Keep client plans current and aligned with goals.
• Maximize relationships, referrals, and keep Salesforce updated.
• Stay updated on industry guidelines and market trends.
• Comply with policies for financial, investment, tax, and insurance.

Skills

Financial services experience

Planning-based advisor

MS Office Suite

Education

CFP designation (preferred)

Tools

Salesforce

Job description

As the central client-facing figure, you will work with a support team including Tax, Legacy Wealth Strategies, Trading, CIO, and operations to maximize referrals and ensure ongoing client success. CFP is preferred and compensation targets can reach substantial earnings.