Cetera Financial Group · 15 hours ago
Financial Advisor
Orlando, FL
Full-time
Onsite
New Grad, Entry Level
0+ years expCetera Financial Group is affiliated with Cetera Investment Services LLC, which supports wealth management programs. The Financial Advisor role focuses on establishing customer relationships and providing tailored financial advice to meet clients' objectives.
AdviceFinancial ServicesRetailRetirementWealth Management
Hiring Manager
Jennifer Tedder, MBA
Responsibilities
Provides a broad range of investment solutions and products to help meet customer goals and offer in-depth guidance through Financial Planning services
Identifies and follows up on all opportunities to establish customer relationships including prospecting, lead utilization, and local market/community involvement
Builds and maintains a strong client network and pipeline
Provides and demonstrates expert-level portfolio planning skills and comprehensive industry and investment knowledge
Conducts and/or participates in investment performance and relationship reviews
Keeps junior level staff informed about investment products and opportunities
Adheres to compliance requirements and follows corporate and industry protocols
Qualification
Required
High School Diploma or GED
Six (6) months of related experience
Series 7
Series 63 & 65 or Series 66
Life Insurance License must be obtained within 60 days from employment start date
Preferred
Bachelor's degree
Certified Financial Planning, Chartered Financial Consultant and Certified Retirement Specialist
Two (2) years of Financial Advisory experience
Benefits
Paid Vacation/Sick Time
401K with Company Match
Medical, Dental and Vision Benefits
Disability Benefits
Health Savings Account
Flexible Spending Account
Life Insurance
Parental Leave
Employee Assistance Program
Associate Volunteer Program
Company
Cetera Financial Group
Cetera Financial Group is a privately-held, independent broker-dealer and investment adviser families.
1001-5000 employees
H1B Sponsorship
Cetera Financial Group has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (7)
2024 (3)
2023 (5)
2022 (2)
2021 (2)
Funding
Current Stage
Late StageTotal Funding
unknownKey Investors
Genstar Capital
2023-10-04Private Equity
2018-07-17Acquired
Leadership Team
Michael Durbin
Chief Executive Officer
Tom Gooley
Chief Operating Officer
Recent News
2026-01-07
2026-01-07
2025-12-27
Company data provided by crunchbase