Wealth Planner & Client Growth Strategist

Cetera Financial Group; Saint Cloud (MN); On-site; USD 60,000 - 90,000; Full time

Job summary

Cetera Financial Group in Minnesota seeks a Financial Professional to join our sales team. You will work with existing Cetera clients, deliver comprehensive planning advice, and help clients achieve wealth management goals.

The role emphasizes client relationships, regulatory compliance, and professional growth within a collaborative environment. The ideal candidate has at least 3 years of financial services experience, active FINRA Series 7 and Series 66 licenses, and state

Qualifications

• Minimum of 3 years of financial industry experience.
• Active FINRA Series 7 and Series 66 licenses.
• State life, health, disability, and variable licenses.
• Bachelor's degree or equivalent experience.

Responsibilities

• Work with existing Cetera clients.
• Assist with a broad range of needs including, but not limited to, questions about account balances, withdrawals, transfers, and resources.
• Provide clients with wealth management and financial planning advice.
• Grow the business through client asset consolidation, networking, and earning client referrals.

Skills

Client relationships

Wealth management

Financial planning

Sales experience

Education

Bachelor's degree or equivalent experience

Job description

Cetera Financial Group in Minnesota seeks a Financial Professional to join our sales team. You will work with existing Cetera clients, deliver comprehensive planning advice, and help clients achieve wealth management goals.

The role emphasizes client relationships, regulatory compliance, and professional growth within a collaborative environment. The ideal candidate has at least 3 years of financial services experience, active FINRA Series 7 and Series 66 licenses, and state