Financial Advisor jobs in United States
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Cetera Financial Group · 1 week ago

Financial Advisor

positionWest Covina, CA
timeFull-time
remoteHybrid
seniorityMid, Senior Level

Cetera Financial Group is a leading network of independent financial professionals dedicated to helping clients achieve their financial goals. The role involves providing holistic, personalized financial guidance and support to clients while leveraging a powerful ecosystem designed to help advisors scale their business.

AdviceFinancial ServicesRetailRetirementWealth Management
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H1B Sponsor Likelynote

Responsibilities

Deliver holistic, personalized financial guidance with tools that enhance client relationships
Help you grow your business your way
Access cutting-edge platforms that streamline operations and deepen client engagement

Qualification

FINRA Series 7FINRA Series 66FINRA Series 63FINRA Series 65Proven track recordClient results passionGrowth readiness

Required

FINRA Series 7
FINRA Series 66 OR 63 and 65
Proven track record of success
Passionate about delivering exceptional client results
Ready to grow and scale your practice with the backing of a trusted partner

Benefits

Competitive Advisor Funding: Transition assistance for experienced advisors and a robust training and financing program for new advisors.
Advice-Centric Experience: Deliver holistic, personalized financial guidance with tools that enhance client relationships.
Scalable Growth Support: From marketing and practice management to succession planning, we help you grow your business your way.
Tech-Enabled Independence: Access cutting-edge platforms that streamline operations and deepen client engagement.
Community of Peers: Join a collaborative network of like-minded professionals who share your values and vision.

Company

Cetera Financial Group

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Cetera Financial Group is a privately-held, independent broker-dealer and investment adviser families.
dateFounded in 2010
location
San Diego, California, USA
people-size1001-5000 employees
web-link
http://www.cetera.com

H1B Sponsorship

Cetera Financial Group has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (7)
2024 (3)
2023 (5)
2022 (2)
2021 (2)

Funding

Current Stage
Late Stage
Total Funding
unknown
Key Investors
Genstar Capital
2023-10-04Private Equity
2018-07-17Acquired

Leadership Team

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Michael Durbin
Chief Executive Officer
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Dan Burkott
Chief Compliance Officer - Tax Channel
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Recent News

PR Newswire
Cetera Chief Operating Officer Tom Gooley to Retire Following Planned Transition
2026-01-07
Investment News
Cetera COO Tom Gooley to retire in planned leadership transition
2026-01-07
Pulse 2.0
Cetera Onboards $250 Million Firm Guided Financial Strategies
2025-12-27
Company data provided by crunchbase