Noblesville, Indiana, United States · Hybrid
The Senior Wealth Advisor serves as the primary relationship manager for high-value and complex client relationships, delivering comprehensive, goals-based financial planning and wealth management solutions. This role co…
Skills: Wealth management, Financial planning, Business development, Client acquisition, Outbound calling
Holtsville, New York, United States · On-site
$21/hr–$28/hr
Client Services Representative – S1 This person supports Financial Advisors (Registered Representatives) with running their day-to-day Investment practice while enhancing the customer service level and experience. This p…
Skills: Client services, Administrative support, Financial transactions, Time management, Written communication
El Segundo, California, United States · Hybrid
$27/hr–$34/hr
Cetera is currently seeking a Senior Service Professional for our Service Experience team located in El Segundo, CA. This is a unique opportunity to join our team in providing operational support and world-class customer…
Skills: Customer service, Operational support, Communication skills, Organizational skills, Attention to detail
Dallas, Texas, United States · On-site
$49k–$69k/yr
Position Summary The Payroll Specialist supports the accurate and timely processing of payroll for approximately 3,000 multistate employees. This role performs a variety of payroll support functions that may include time…
Skills: Payroll processing, Time and attendance, Customer service, Data entry, Excel
Saint Cloud, Minnesota, United States · On-site
$22/hr–$24/hr
Position Title: Operations Professional IRA Location: Saint Cloud, MN Schedule: 8am-5pm, in office What we do here: Cetera is a leading financial advice firm. Comprehensive services include: wealth management solutions, …
Skills: Customer service, Individual retirement plans, Microsoft office, Problem solving, System navigation
Leawood, Kansas, United States · Hybrid
$53k–$78k/yr
We are seeking an experienced Trading Specialist RIA to deliver exceptional trading solutions to our clients. You will play a pivotal role in executing and managing financial transactions across a range of assets, primar…
Skills: Trading, Financial markets, Asset management, Portfolio rebalancing, Tax harvesting
Saint Paul, Minnesota, United States · On-site
$130k–$160k/yr
Core Responsibilities: Serve as a cross-functional resource and trusted advisor across all areas of CTC, supporting business initiatives, operational effectiveness, risk management, vendor oversight, and strategic priori…
Skills: Trust Services, Risk Management, Governance, Strategic Planning, Compliance
Dallas, Texas, United States · Hybrid
$17/hr–$25/hr
Cetera is currently seeking a Senior Specialty Operations Professional for our Fee for Service Operations team located in Des Moines, IA or St. Cloud, MN. This is a unique opportunity to join our team in providing operat…
Skills: Microsoft Excel, VLOOKUP, XLOOKUP, Pivot Tables, Microsoft Visio
Baytown, Texas, United States · Hybrid
$65k–$90k/yr
Cetera is seeking a Wealth Advisor who will work directly with the Senior Wealth Advisor to deliver successful onboarding and ongoing service of CPA planning relationships. The Wealth Advisor consultant is an integral pa…
Skills: Financial Planning, Client Relationship Management, Portfolio Monitoring, Financial Modeling, Tax Preparation
Chesterfield, Missouri, United States · Hybrid
$70k–$100k/yr
Cetera Planning Partners, a unique community within Cetera Holdings, is seeking an Associate Tax Manager (experienced CPA or Enrolled Agent) who thrives on collaboration, precision, and client impact. In this role, you’l…
Skills: Tax Preparation, Tax Review, Tax Strategy, Financial Planning, Analytical Skills
Oakland, California, United States · Hybrid
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 e…
Skills: Business Development, Financial Planning, Client Acquisition, Relationship Management, Financial Analysis
Edina, Minnesota, United States · Hybrid
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 e…
Skills: Business Development, Financial Planning, Client Acquisition, Relationship Management, Financial Analysis
Dallas, Texas, United States · Hybrid
The Supervision Manager is responsible for the direct leadership and oversight of the CWS Supervision Specialists team. This role manages both scheduled and ad hoc projects across team members with competing priorities w…
Skills: Leadership, Broker Dealer Supervision, Project Management, Risk Management, Compliance
Saint Cloud, Minnesota, United States · Hybrid
$20/hr–$27/hr
Cetera is currently seeking an Operations Professional for our Operations-CFI team located in St. Cloud, MN. This position is responsible for the operational support and processing of the Government Reporting Team. This …
Skills: Operational Support, Customer Service, Account Reconciliation, Tax Reporting, Financial Services
Dallas, Texas, United States · Hybrid
$70k–$95k/yr
A Platform Consultant serves as a subject matter expert and independent contributor, responsible for delivering consulting engagements, developing educational content, and driving platform adoption across advisors and in…
Skills: Platform Consulting, Training Delivery, Content Creation, Financial Services Technology, MAA Envestnet
Dallas, Texas, United States · On-site
$122k–$157k/yr
At Cetera, our technology team is at the forefront of transforming the future of technology in the financial industry, and we seek curious, practical individuals to help us pave the way. Our team is not intimidated by ta…
Skills: Cybersecurity Engineering, AWS, Azure, Vulnerability Assessment, Penetration Testing
United States · Remote OK
$83k–$110k/yr
At Cetera Retirement Plan Specialists (TPA), we help plan sponsors navigate the complexities of retirement plan administration with confidence. Our success is built on delivering exceptional service, solving problems pro…
Skills: Defined Contribution Plan Administration, Compliance Testing, Cross-testing, ADP/ACP Testing, Profit-sharing Calculations
Dubuque, Iowa, United States · Hybrid
$25/hr–$33/hr
The Client Services Specialist independently manages day-to-day client servicing activities for assigned clients, ensuring accurate processing, proactive communication, and adherence to service, documentation and complia…
Skills: Client Servicing, Account Processing, Onboarding, CRM Management, Problem Solving
United States · Remote OK
$64k–$94k/yr
Cetera Financial Group is currently seeking a Compliance Analyst for Ad Review. This is a unique opportunity to join our team to ensure that all retail communication complies with state and federal laws, rules and regula…
Skills: Advertising Review, Regulatory Compliance, Retail Communication Review, Insurance Regulations, Securities Regulations
Dallas, Texas, United States · On-site
$110k–$145k/yr
We are at the forefront of transforming the future of technology in the financial industry, and we seek curious, practical individuals to help us pave the way. Our team is not intimidated by taking calculated risks, as t…
Skills: SIEM, Incident Response, Threat Hunting, M365 Defender, AWS Security
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The Senior Wealth Advisor is responsible for sourcing and acquiring new clients while providing comprehensive financial planning advice. They will manage client relationships, maintain financial plans, and collaborate with a support team to ensure client goals are met.
Candidates must have at least 5 years of financial services experience, including 3 years as a planning-based advisor. A FINRA Series 65 or 7 and 66 license is required, and a CFP designation is preferred.
The Senior Wealth Advisor serves as the primary relationship manager for high-value and complex client relationships, delivering comprehensive, goals-based financial planning and wealth management solutions. This role combines advanced financial planning expertise with proactive business development, relationship management, strategic judgment, and high standard of client service. The Senior Wealth Advisor partners closely with internal specialist and external referral partners to help clients build, grow, and protect their wealth through tax-aware investment strategies aligned with their long-term objectives. This role is accountable for developing and maintaining strong client relationships, converting prospective clients into long-term relationships, mentoring less experienced advisors, and consistently executing the firm’s client service and planning standards. Success in this role requires professionalism, ownership, collaboration, leadership, and a commitment to continuous improvement. Senior Wealth Advisors are expected to lead by example, demonstrate strong business development results, and contribute to the growth and reputation of the firm.
Core Responsibilities:
Financial Planning & Wealth Management Cetera Job Description
Required Knowledge, Skills, and Abilities:
Advanced knowledge of financial planning, investment, and wealth management strategies
Strong understanding of regulatory requirements, firm policies, and compliance standards • Strong leadership, influence, and relationship-building skills
Ability to manage complex client scenarios, competing priorities, and sensitive client situations with professionalism and sound judgment
Proficiency with financial planning tools, CRM systems, and business applications
Strong organizational skills with the ability to manage priorities, follow through on commitments, and maintain attention to detail
Ability to collaborate effectively within a team-based service model and contribute to mentorship and advisor development
CFP® certification required
Travel Requirements: Located outside of market – up to 50%; located inside market – up to 25%
#LI-Hybrid
We deliver tax-intelligent wealth management solutions for Financial Professionals.
Avantax, a unique community within Cetera Holdings, delivers tax-intelligent wealth management solutions for financial professionals, tax professionals & CPA firms, supporting its goal of minimizing clients’ tax burdens through comprehensive tax-intelligent financial planning. Avantax has two distinct, but related, models within its business: the independent Financial Professional model & the employee-based model. Avantax refers to its independent Financial Professional model as Avantax Wealth Management®. Avantax Wealth Management (AWM) works with a nationwide network of Financial Professionals operating as independent contractors & offers its services through its registered broker-dealer, Avantax Investment Services, Inc., Member FINRA, SIPC, registered investment advisor (RIA), Avantax Advisory Services, Inc., & insurance agency subsidiaries. We refer to our employee-based model as Avantax Planning Partners℠. Avantax Planning Partners offers services through its RIA, insurance agency, & affiliated broker-dealer, Avantax Investment Services, Inc., & partners with CPA firms to provide their consumer & small-business clients with holistic financial planning & advisory services. Securities offered through Avantax Investment Services℠, Member FINRA (www.finra.org), SIPC (www.sipc.org). Investment advisory services offered through Avantax Advisory Services℠. Insurance services offered through licensed agents of Avantax Insurance Agency℠ & Avantax Insurance Services℠. 3200 Olympus Blvd., Suite 100, Dallas, TX, 75019, 972-870-6000. Visit Avantax.com/social_policy for more information. Avantax exclusively provides financial products and services & does not directly provide or supervise tax or accounting services. Its affiliated Financial Professionals may offer those services through their independent outside businesses. Financial Professionals’ outside companies aren't registered investment advisers.
Offices: 3200 Olympus Blvd, Suite 100, Dallas, Texas 75019, US
We deliver tax-intelligent wealth management solutions for Financial Professionals.
Avantax, a unique community within Cetera Holdings, delivers tax-intelligent wealth management solutions for financial professionals, tax professionals & CPA firms, supporting its goal of minimizing clients’ tax burdens through comprehensive tax-intelligent financial planning. Avantax has two distinct, but related, models within its business: the independent Financial Professional model & the employee-based model. Avantax refers to its independent Financial Professional model as Avantax Wealth Management®. Avantax Wealth Management (AWM) works with a nationwide network of Financial Professionals operating as independent contractors & offers its services through its registered broker-dealer, Avantax Investment Services, Inc., Member FINRA, SIPC, registered investment advisor (RIA), Avantax Advisory Services, Inc., & insurance agency subsidiaries. We refer to our employee-based model as Avantax Planning Partners℠. Avantax Planning Partners offers services through its RIA, insurance agency, & affiliated broker-dealer, Avantax Investment Services, Inc., & partners with CPA firms to provide their consumer & small-business clients with holistic financial planning & advisory services. Securities offered through Avantax Investment Services℠, Member FINRA (www.finra.org), SIPC (www.sipc.org). Investment advisory services offered through Avantax Advisory Services℠. Insurance services offered through licensed agents of Avantax Insurance Agency℠ & Avantax Insurance Services℠. 3200 Olympus Blvd., Suite 100, Dallas, TX, 75019, 972-870-6000. Visit Avantax.com/social_policy for more information. Avantax exclusively provides financial products and services & does not directly provide or supervise tax or accounting services. Its affiliated Financial Professionals may offer those services through their independent outside businesses. Financial Professionals’ outside companies aren't registered investment advisers.
Offices: 3200 Olympus Blvd, Suite 100, Dallas, Texas 75019, US
