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Investment Advisor

Cetera Investors

This is a Full-time position in Atlanta, GA posted November 11, 2021.

Investment Advisor

Help others in your community pursue financial freedom as an investment professional with Cetera Investors.

As an independent investment professional, you will continue to build your own practice by providing financial planning, financial advice, investment management service and guidance to your clients as they pursue their financial objectives and dreams.

Cetera Investors is actively recruiting experienced financial professionals who want to grow their practice.

About Cetera Investors

Our team of forward-thinkers is building the future of independent financial guidance with a unique Advice-Centric Experience®.

Our focus is on equipping you with the tools, technology, training and resources you need to build a thriving business.

Our independent financial professionals work within a local branch, which allows you to focus on your clients while we handle the day-to-day details of running an office.

Branch offices are a supportive environment of independent financial professionals, support staff and a branch manager to help you as you grow your business.

What you need
FINRA Series 7 and Series 66 or Series 65 and 63

State Life and Health Insurance license (resident state)

3+ years of financial services experience, building a book of business

Exceptional interpersonal and relationship building skills
Our retail branch model allows you to own your book of business and grow your practice the way you want.

The geographically convenient branches provide you with an office and support staff with limited overhead and expenses.

Cetera Investors is self-clearing with product independence for efficiency and premier service.

All of this gives you the freedom to focus on your clients, career and community.

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 Cetera policies and practices, laws and regulations governing the duties and responsibilities of product sales

Maintain all necessary licenses and registrations as required
About Cetera Financial Group and Cetera Investors

Cetera Financial Group® (“Cetera”) is a leading network of independent retail broker-dealers empowering the delivery of objective financial guidance to individuals, families and company retirement plans across the country through trusted financial professionals and financial institutions.

Cetera is the second-largest independent investment professional network in the nation by number of financial professionals, as well as 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 financial professionals the benefits of a large, established broker-dealer and registered investment adviser, while serving professionals and institutions in a way that is customized to their needs and aspirations.

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 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.

Please Note: Cetera does not accept unsolicited Agency resumes.

Any unsolicited resumes received from Agencies will be considered property of Cetera unless specifically requested by Human Resources.

Unsolicited resumes will be ineligible for referral fees.

Individuals affiliated with Cetera firms are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services.

Job Type: Full-time

Pay: $0.01
– $300,000.00 per year

Employee discount
Flexible schedule
Professional development assistance
Referral program
Monday to Friday
Supplemental Pay:
Bonus pay
Commission pay
Bachelor’s (Required)
Financial Services: 3 years (Required)
Series 7 (Required)
Work Location:
One location
Work Remotely:
Temporarily due to COVID-19

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