Cetera Financial Group
Posted 12 days agoVerified live 10h ago
Financial Advisor
Brief overview
Remote
UndergradOr in progress
2+ yrsMinimum
14 H-1B approvalsDept. of Labor
FINRA Series 7FINRA Series 63State Life & Health Insurance licenseInvestment portfolio analysisAsset allocationInvestment strategy developmentMutual fundsAnnuitiesEquitiesFixed income investmentsCorporate bondsTax-exempt bondsLife insuranceSales skillsMarketing skillsBusiness development skills
About the company
Cetera Financial Groupcetera.com
Cetera Financial Group is a privately-held, independent broker-dealer and investment adviser families.
Visa sponsorship history
4 years sponsoring, last filed FY2026
Data powered by U.S. Department of Labor. This does not guarantee sponsorship for this specific role.14H-1B approved
100%approval rate
$157,060median wage / yr
H-1B Petition ApprovalsVisas USCIS actually granted: the strongest sign the company sponsors.
20233
20244
20254
20263
LCA Certified ApplicationsAn early filing step, not a visa approval: it signals intent, not confirmed sponsorship.
20231
20252
20263
Top sponsored roles
Oracle Fusion DeveloperOracle Fusion Security System AdministratorSolutions Delivery ArchitectPrincipal Network EngineerPrincipal Software Engineer -Salesforce
Job description
Summary
Cetera Financial Group is a financial services company seeking a Financial Advisor to meet with clients and review their financial situations. The role involves developing and implementing investment strategies, collaborating with team members, and generating referrals through networking.
Responsibilities
- Meet with clients to review their existing financial situation and to establish the client/planner relationship. Analyze the client’s investment portfolio and recommend an asset allocation and specific plan to meet established objectives
- Develop, recommend and implement an investment strategy suggesting specific investments and insurance products, for client approval, including separately managed investment accounts, mutual funds, annuities, equities, fixed income investments, corporate and tax-exempt bonds, life insurance, etc
- Collaborate to create a team environment and to meet clients needs
- Generate additional referrals from personal networking, seminars, and presentations to community groups
- Keeps abreast of new planning tools, products, and resources, changing regulations and professional standards Understanding and complying with all aspects of Cetera policies and practices, including laws and regulations governing the duties and responsibilities of investment sales
- Maintaining all necessary licenses and registrations as required, including completing all mandatory training and industry-related continuing education in a timely manner
- Exceed client expectations in terms of accuracy, efficiency, courtesy, and professionalism
Skills
- FINRA Series 7 and 63
- State Life & Health Insurance license
- Strong sales, marketing, and business development skills
- 2+ years of sales experience and/or financial services experience
- Exceptional interpersonal and relationship building skills
- Bachelor's degree or equivalent in accounting, finance, or related field of study
- Financial institutions: 1 year
- Sales and/or financial services: 2 years
- Bachelor's degree or equivalent in Financial Planning, Accounting, Sales or Finance
- Experience within financial institutions is preferred
Qualifications
Must Haves
- FINRA Series 7 and 63
- State Life & Health Insurance license
- Strong sales, marketing, and business development skills
- 2+ years of sales experience and/or financial services experience
- Exceptional interpersonal and relationship building skills
- Bachelor's degree or equivalent in accounting, finance, or related field of study
- Financial institutions: 1 year
- Sales and/or financial services: 2 years
- Bachelor's degree or equivalent in Financial Planning, Accounting, Sales or Finance
Nice to Haves
- Experience within financial institutions is preferred
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