Senior Financial Advisor jobs in United States
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Cetera Financial Group ยท 3 days ago

Senior Financial Advisor

positionDelaware County, PA
timeFull-time
remoteOnsite
senioritySenior Level
date5+ years exp

Cetera Financial Group is affiliated with Cetera Investment Services LLC, focusing on wealth management programs. They are seeking Senior Financial Advisors to develop financial plans and provide investment advice to clients based on their individual financial situations.

AdviceFinancial ServicesRetailRetirementWealth Management
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H1B Sponsor Likelynote
Hiring Manager
Jennifer Tedder, MBA
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Responsibilities

Provide customers with information and advice on purchase or sale of securities, financial services, insurance, and investment plans based on review of professional publications and other financial literature, as well as knowledge of securities market and financial services industry
Interview customers to determine financial position, resources, assets available to invest, liabilities, cash flow, insurance coverage, tax status, and financial goals. This data is to be analyzed so that a financial plan can be tailored to the needs of the customer
Recommend financial products and services to clients for investment and insurance purposes
Apply knowledge of securities, investment plans, insurance, market conditions, and regulations, as well as the financial situation of customers
Develop and implement annual sales plan designed to achieve desired annual goal
Extremely adept with numbers and savvy about a wide variety of investing and money management techniques

Qualification

Investment strategiesSecurities knowledgeInsurance expertiseSales experienceFinancial planningCFP certificationCustomer serviceAnalytical skills

Required

5 years+ of related sales experience required
NASD Series 7, 63, 65/66 required
PA insurance license required
Clean Form U-4 required

Preferred

Certified Financial Planner (CFP) or other industry designation preferred
Bachelor's degree preferred

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