Cetera Financial Group · 3 days ago
Financial Advisor
Meridian, ID
Full-time
Onsite
Mid, Senior Level
5+ years expCetera Financial Group is a broker-dealer that supports and grows wealth management programs. The Financial Advisor will produce fee income from the sale of various investment and insurance products and services to Bank customers.
AdviceFinancial ServicesRetailRetirementWealth Management
Hiring Manager
Jennifer Tedder, MBA
Responsibilities
The Financial Advisor will maintain a working knowledge of sales-related policies and procedures to assure that his/her business conduct complies with all applicable securities regulations and safe and sound banking practices
The Financial Advisor will maintain a high level of knowledge about the investment and insurance products and services offered through WTB. This will be achieved through on-going participation in formal and informal education programs
The Financial Advisor will acquire adequate knowledge of each customer and his/her financial goals and circumstances in order to make suitable recommendations concerning investment and insurance products and services
The Financial Advisor will participate in regular training programs with employees of WTB and/or its affiliates. These programs will emphasize (1) product knowledge (2) prospect identification (3) referral procedures and (4) regulatory compliance issues, and other areas of interest. The Financial Advisor will support approved referral programs to assist employees in making qualified referrals
The Financial Advisor will use proven methods to develop investment and insurance business including general issue and product-related seminars, statement stuffers, direct mail, networking (CPAs, Attorneys, etc.) and other methodology to generate potential investment clientele
Perform compliance and risk management duties as required or assigned
Other duties as assigned
Regular, reliable attendance is required
Qualification
Required
Requires five or more years of experience in the brokerage and/or insurance industry (education and/or sales experience may substitute)
Sales: Financial Advisor should have proven history of achieving gross production in sales of at least $300,000 per year for the immediately preceding three years
Requires qualification as a registered representative. (General Securities Representative, Series 7, Series 63 license, as well as Life, Health & Disability license)
Good interpersonal and communication skills
Ability to analyze financial goals and develop/implement a suitable trust or investment program under pressure
Preferred
Series 65/66 license preferred
The Certified Financial Planner (CFP) designation or other professional designations are desirable
Benefits
Health
Financial
Retirement
Work/Life Benefits
Company
Cetera Financial Group
Cetera Financial Group is a privately-held, independent broker-dealer and investment adviser families.
1001-5000 employees
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 StageTotal Funding
unknownKey Investors
Genstar Capital
2023-10-04Private Equity
2018-07-17Acquired
Leadership Team
Michael Durbin
Chief Executive Officer
Dan Burkott
Chief Compliance Officer - Tax Channel
Recent News
2026-01-07
2026-01-07
2025-12-27
Company data provided by crunchbase