Cetera Financial Group

Cetera Financial Group

Senior Wealth Advisor - Hybrid(Grand Rapids

Grand Rapids, MI, United States · Senior

Sponsorship not specifiedDetected 30 days ago

About the role

  • Avantax, Inc. (Avantax), a unique community within Cetera Holdings, is seeking a Financial Planning Consultant who will service a book of business provided by Avantax Planning Partners (APP). The Financial Planning Consultant will be responsible for growing this book over time through leads and referrals from existing CPAs affiliated with Avantax Planning
  • Partners. The Financial Planning Consultant will also partner with a Financial Service Assistant (FSA) who will offer operational support, allowing the Financial Planning Consultant to focus on the financial needs of clients. The goal is to procure business for Avantax Planning Partners, by identifying prospects and partnering with our Planning Team to

Responsibilities

  • Avantax, Inc. (Avantax), a unique community within Cetera Holdings, is seeking a Financial Planning Consultant who will service a book of business provided by Avantax Planning Partners (APP).
  • The Financial Planning Consultant will be responsible for growing this book over time through leads and referrals from existing CPAs affiliated with Avantax Planning Partners.
  • The goal is to procure business for Avantax Planning Partners, by identifying prospects and partnering with our Planning Team to deliver a clear pathway for clients to achieve financial independence.

Benefits

  • The Financial Planning Consultant will also partner with a Financial Service Assistant (FSA) who will offer operational support, allowing the Financial Planning Consultant to focus on the financial needs of clients.

Company info

  • Grand Rapids, MI | Kalamazoo, MI | Muskegon, MI | Saline, MI | Detroit, MI | Ann Arbor, MI.
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