Wealth Bridge Advisor

At Cetera, we embrace a competitive market with tenacity and sincerity, and our sales team embodies this through various channels within our organization. They strive to exceed expectations by forging meaningful connections with financial professionals and their clients, understanding their needs, and providing them with top-notch strategies and solutions to enhance their business.

As a member of our Workplace and Retirement Team, you will make a difference and leave a lasting impact. The Wealth Bridge Advisor will engage retirement plan participants on behalf of Cetera and its affiliated Retirement Plan Advisors to understand participant financial needs (both for retirement & broader financial needs), propose appropriate solutions for client needs, and either refer the participant to the affiliated Plan Advisor or deepen & establish Cetera’s direct relationship with the plan participant as a client. This role will be hybrid, work from home and from our Denver, CO office.

What you will do:

• Connect with clients virtually (phone/video conference) through a mix of scheduled appointments, outreach, and inbound phone calls.
• Conduct initial meetings with participants to understand and assist with retirement plan and financial wellness needs
• Uncover additional wealth needs to either refer to the affiliated plan advisor or, if outside of plan advisor’s scope, meet those needs directly (e.g. Advisory IRA, Fee for Service, etc.).
• Ensure Advisors are leveraging Cetera value proposition to drive customer engagement and grow their business organically
• This team is part of a new service offering from Cetera, you will help shape the product offering as we evolve it from launch to future state

What you will have:

• FINRA Series 7,63 and 65 (or 66)
• State Life & Health Insurance License
• 3 Years of Financial Service, Advisory Relationships with a wide range of topics, and/or Comprehensive Financial Planning experience
• A passion for helping retirement plan participants and wealth clients achieve financial success with a strong track record of delivering an exceptional client experience.
• Ability to adapt and implement change as the market and business conditions evolve   

Compensation:

The base annual salary for this role will be $75,000 plus a competitive incentive compensation program. Base annual salary depends on a wide array of factors, including but not limited to skill set, years and depth of experience, certifications, and location. Base annual salary may also differ significantly due to geography and cost of labor considerations.

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, 1 paid wellness day and 1 days of paid volunteer time off (VTO) 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 foster.
• 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.

About Cetera Financial Group:

Cetera Financial Group ® ("Cetera") is a leading network of independent retail broker-dealers 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 an independent financial advisor network and a leading provider of retail services to the investment programs of banks and credit unions.

Through its multiple distinct firms, Cetera offers independent and institutions-based advisors the benefits of a large, established broker-dealer and registered investment adviser, while serving advisors and institutions in a way that is customized to their needs and aspirations. 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 " refers to the network of retail independent broker-dealers encompassing, among others, Cetera Advisors , Cetera Advisor Networks , Cetera Financial Institutions, Cetera Financial Specialists , and First Allied Securities .

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 the 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.

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