Senior Wealth Advisor - Hybrid

About the role

Cetera Planning Partners (CPP) is seeking a Senior Wealth Advisor to join our dynamic team in Edina, MN. The ideal candidate will have at least 5 years of industry experience, a proven track record of business development, and a commitment to providing comprehensive financial planning advice.

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 partnerships
• 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
• Keep clients' 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

Requirements

• 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

Qualifications

• CFP designation is preferred

Skills

• Proactive and adaptable to change
• Strong communication and interpersonal skills
• Ability to manage multiple tasks and prioritize effectively
• Excellent analytical and problem-solving skills

Benefits

We offer a competitive salary and a comprehensive benefits package including:

• Inclusive health, dental, vision, and life insurance plans
• Easy access to mental health benefits
• 20+ days of paid time off (PTO), paid holidays, and 2 paid wellness days
• 401(k) savings plan with a generous company contribution (up to 5%)
• Paid parental leave
• Health Savings and Flexible Spending Account options
• Employee Assistance Program (EAP)
• Identity theft protection (LifeLock)
• Pet insurance
• Additional benefits such as an Employee Assistance Program (EAP), identity theft protection (LifeLock), pet insurance, and other voluntary benefits

Pay

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).

Schedule

Full-time position.