Senior Wealth Advisor - Hybrid

Job-:
Growth & Sales

Location:

Edina, MN, United States Workplace:
Hybrid

Schedule:

Full time Posted:
Minimum Salary: 110,000

Finra Registration:
Yes 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 Edina, MN. A Senior Wealth Manager 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 Sales Force 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 CRMsWhat is nice to have:
• CFP designation is preferred

Compensation:
Total annual target compensation of up to approximately $300,000 (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.#LI-Hybrid About the company

About UsWhat we give you in return:

Not many teams can say that they support people’s dreams coming to life. We happen to do that every day. And as important as we know your career is, we recognize that there’s a whole lot more to life. To ensure that our employees can make the most of their time outside of working hours, we offer a competitive salary and for full-time roles, a benefits package including:

Inclusive health, dental, vision, and life insurance plans built to support diverse lifestyles, offer preventative care, and protect against hardship.

Easy access to mental health benefits to meet our team members and their families where they are.
20+ days of paid time off (PTO), paid holidays, and 2 paid wellness days to give our employees the time they need to stay close with their loved ones, recharge, and give back to their communities.
401(k) savings plan with a generous company contribution (up to 5%), and access to a financial professional to offer our employees the opportunity to plan-ahead for a strong…