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Experienced Financial Advisor

Vantage Financial Group, Inc.
Cleveland, OH Full Time
POSTED ON 1/14/2025
AVAILABLE BEFORE 4/2/2025

Help your clients with their financial goals, while you create a stronger future for yourself as a Financial Advisor with Vantage Financial Group, Inc & Cetera Advisor Networks LLC. You will provide financial planning, financial advice, investment management service and guidance to your clients as they pursue their financial objectives.

Why Vantage?

With Vantage Financial Group and Cetera Advisor Networks, you can be fiercely independent, but never alone! We offer local support backed by one of the largest broker-dealers in the country.

What you need

  • FINRA Series 7 and Series 66 or Series 65 and 63
  • State Life and Health Insurance license
  • Self-Sourced Book of business
  • 3 years of financial services experience, self-sourced book of business
  • Exceptional interpersonal and relationship building skills

What you will do

  • Recommend solutions to your clients for their investment needs
  • Collaborate with others in developing presentations delivered in group settings or one-on-one
  • Keep in touch with clients to ensure that they have the right products for their current needs
  • Create referral opportunities and build a referral-based practice
  • Determine the course for your career in terms of financial objectives
  • Understand and comply with all aspects of Vantage & Cetera policies and practices, laws and regulations governing the duties and responsibilities of product sales
  • Maintain all necessary licenses and registrations as required
  • Compensation?

    Vantage offers many ways to affiliate. From our Cleveland-based W2 model to 1099 models. Wherever you are located and whatever your circumstances, we will find the best way for you to join our organization.

    Please Note : Vantage does not accept unsolicited Agency resumes. Any unsolicited resumes received from Agencies will be considered property of Vantage unless specifically requested by Human Resources. Unsolicited resumes will be ineligible for referral fees.

    Vantage Financial Group and Cetera Advisor Networks are under separate ownership.

    Branch Office : 6200 Rockside Road, Cleveland, OH 44131 216.642.7878

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