We are seeking a Wealth Advisor who will serve an assigned high-net-worth client base. The Wealth Advisor will also develop ongoing working relationships with the client’s Financial Planning Consultant, and the client’s CPA on behalf of the client.
This position will review each client’s financial situation, make appropriate observations and recommendations, and take ownership of the planning process on behalf of the client. The Financial Planner will be accountable for developing and maintaining a comprehensive knowledge of the client’s financial situation, identifying planning opportunities, and following through on implementation. May also work on behalf of prospects and assist in relationship development with new or prospective clients.
This is a hybrid role, 1-2 days a week in the office. Candidates must be located near one of our offices: Currently we are targeting the (Dallas, TX) area as the primary office location.
What will you do:
- Serve as the lead planner/project manager for an assigned client/prospect base.
- Coordinate with and take direction from the clients regarding planning needs, relationship development needs, and deliverable/solution development for clients and client meetings.
- Organize and lead the deliverable/solution creation as agreed upon with the financial advisor; this will include working with other areas as appropriate.
- Enter client data into financial planning software.
- Analyze the data for planning opportunities and recommendations.
- Develop and/or review and approve deliverables for client meetings, including (but not limited to):
- Balance Sheet / Net Worth Statement.
- Cash Flow Analysis (including social security recommendations).
- Income Tax Analysis.
- Other job duties as assigned.
What you need to have:
- Bachelor’s degree (B.A.) or equivalent from a four-year college or university, and/or two to four years of related experience and/or training required.
- Four years of related experience and/or training are required.
- Strong computer skills with MS Word, Excel, CRM Database, PowerPoint, Email and
- Internet usage.
- The CFP is required.
- One or more of the following is preferred: CPA, CFA, or ChFC.
Skills Required
- Bachelor's degree or equivalent from a four-year college or university
- Four years of related experience and/or training
- Strong computer skills with MS Word, Excel, CRM database, PowerPoint, email, and internet usage
- Certified Financial Planner (CFP) certification
- CPA, CFA, or ChFC
- Located near Dallas, TX and able to work hybrid (1-2 days/week in office)
Cetera Financial Group Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Cetera Financial Group and has not been reviewed or approved by Cetera Financial Group.
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Healthcare Strength — Health coverage is described as comprehensive, including medical, dental, vision, mental‑health support, and optional pet insurance. Feedback suggests the breadth of coverage is a relative strength.
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Leave & Time Off Breadth — Time off includes a sizable PTO allotment with paid holidays, a dedicated wellness day, and a paid volunteer day. Feedback suggests the time‑off package exceeds basic employer offerings.
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Retirement Support — Retirement support includes a 401(k) with company match and access to one‑on‑one financial planning. Feedback suggests the retirement program can be competitive, though specifics may depend on role or plan.
Cetera Financial Group Insights
What We Do
Cetera Financial Group empowers the delivery of professional financial advice to individuals, families and company retirement plans across the country. We support independent and institutions-based advisors, tax professionals, and bank and credit union investment programs, ensuring they have the objective research, regulatory guidance, technology, tools and resources they need to help them and their clients pursue their dreams for the future. While our multiple distinct firms allow us to customize how we serve the needs of each advisor and investment program, all are united through our exclusive Advice-Centric Experience™, which makes the delivery of financial insight and advice more efficient, more transparent, and more human. Cetera Financial Group” refers to the network of independent retail firms encompassing, among others, Cetera Advisors LLC, Cetera Advisor Networks LLC, Cetera Investment Services LLC (marketed as Cetera Financial Institutions or Cetera Investors), Cetera Financial Specialists LLC, and First Allied Securities, Inc. All firms are members FINRA / SIPC. Individuals affiliated with Cetera firms are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services
