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.