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Integrated Construction Coordinator II-Energy Storage
Robbinsdale, Minnesota, United States · Hybrid
$90k–$121k/yr
Senior
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Mopar Express Lane, Dealer Consultant | Minneapolis–Saint Paul
Minneapolis, Minnesota, United States · Remote OK
Senior
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Sign up with Clera and we'll reach out the moment a role actually fits you — no more spraying applications into the void.
Full-time
professional certificate
Health Insurance, Dental Insurance, Vision Insurance, Life Insurance, Mental Health Benefits, Paid Time Off
Posted 15d ago
~40 hrs/week
Responsibilities
Source and acquire new clients while providing comprehensive long-range financial planning advice. Maintain a base of clients and ensure their financial plans remain aligned with their goals.
Requirements
Requires at least 5 years of financial services experience, including 3 years as a planning-based advisor. Must hold FINRA Series 65 or 7 and 66 licenses.
Full job description
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 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
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 CRMs
What 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 Us
What 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 financial future well beyond their working years.
Paid parental leave to support all team members with birth, adoption, and fostering.
Health Savings and Flexible Spending Account options to help you save money on healthcare, daycare, commuting, and more.
Employee Assistance Program (EAP), LifeLock, Pet Insurance and more.
Paid caregiver leave to provide time away from work when caring for an ill or recovering family member.
Additional benefits such as an Employee Assistance Program (EAP), identity theft protection (LifeLock), pet insurance, and other voluntary benefits to provide extra peace of mind
About Cetera
Cetera Financial Group® (Cetera) is a leading network of independent retail broker-dealers and registered investment advisers empowering the delivery of objective financial advice to individuals, families, and company retirement plans across the country through trusted financial advisors and financial institutions. Cetera is one of the largest independent financial advisor networks in the nation and a leading provider of retail services to the investment programs of banks and credit unions.
Advisor support resources offered through Cetera include award-winning wealth management and advisory platforms, comprehensive broker-dealer and registered investment adviser services, practice management support, and innovative technology.
Cetera Financial Group (Cetera) is a network of independent retail firms, including those that are members of FINRA/SIPC: Cetera Advisors LLC; Cetera Wealth Services, LLC (formerly known as Cetera Advisor Networks); Cetera Investment Services LLC (marketed as Cetera Financial Institutions or Cetera Investors); and Cetera Financial Specialists LLC. Entities registered as investment advisers with the Securities and Exchange Commission include Cetera Investment Management LLC and Cetera Investment Advisers LLC. Cetera's principal office is located at 655 W. Broadway, 11th Floor, San Diego, CA 92101. Avantax Planning Partners, Inc. is an SEC registered investment adviser within the Aretec Group, Inc. (dba Cetera Holdings, an affiliate of Cetera). All the referenced entities are under common ownership.
Cetera Financial Group is committed to providing an equal employment opportunity for all applicants and employees. For us, this is the only acceptable way to do business. Accordingly, all employment decisions at Cetera Financial Group, including those relating to hiring, promotion, transfers, benefits, compensation, and placement, will be made without regard to race, color, ancestry, national origin, citizenship, age, physical and/or mental disability, medical condition, pregnancy, genetic characteristics, religion, religious dress and/or grooming, gender, gender identity, gender expression, sexual orientation, marital status, U.S. military status, political affiliation, or any other class protected by state and/or federal law.
Agencies please note: this recruitment assignment is being managed directly by Cetera’s Talent Acquisition team. We will reach out to our preferred agency partners in the rare instance we require additional talent options. Your respect for this process is appreciated.
Please review our Workforce Privacy Policy for further details on what information we collect and the purposes for collection.
Related keywords
Wealth ManagementFINRA Series 65FINRA Series 7FINRA Series 66CFP DesignationSalesforceFinancial PlanningInvestment AdvisoryTax StrategiesLegacy Wealth StrategiesBusiness DevelopmentWealth Accelerator ProcessBroker-DealerRegistered Investment Adviser
We deliver tax-intelligent wealth management solutions for Financial Professionals.
Industry
Financial Services
Company size
501-1,000 employees
Founded
1983
Headquarters
Dallas, Texas
LinkedIn followers
28,709
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
How much do Management & Leadership jobs in Minnesota pay?
Based on 5370 listings with disclosed salaries, most management & leadership jobs in Minnesota pay between $68k–$170k per year. Individual offers vary with seniority, company size, and specialization.
How many Management & Leadership jobs are open in Minnesota right now?
There are currently 10,442 open management & leadership positions in Minnesota listed on Clera. New openings are added daily as companies post roles.
Which companies are hiring for Management & Leadership roles in Minnesota?
Companies currently hiring include Domino's, Mayo Clinic, UnitedHealth Group, Bagel Brands, Kwik Trip, Inc., among others. Browse the listings above to see every active employer.
Are there remote or hybrid Management & Leadership jobs in Minnesota?
Yes — 2438 of the 10442 open management & leadership positions offer remote or hybrid work (624 remote, 1814 hybrid).
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