Wealth Consultant CPA Firms
Job in
Saint Paul, Ramsey County, Minnesota, 55199, USA
Listed on 2026-06-20
Listing for:
Cetera Financial Group
Full Time
position Listed on 2026-06-20
Job specializations:
-
Finance & Banking
Wealth Management, Financial Consultant, Financial Advisor
Job Description & How to Apply Below
Cetera Financial Group seeks an AGC to enhance wealth management services for CPA firms in Saint Paul, Minnesota. This role focuses on guiding firms to implement best practices and strategies for growth, including client coaching and financial planning expertise.
Ideal candidates should possess a minimum of 5 years in finance, demonstrate budget management skills, and be proficient in MS Office. Travel of 20% is required, along with the flexibility for a hybrid work environment.
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