Senior Wealth Manager, TRPG
CeteraHouston, Texas, United States
Posted October 22, 2025
115000 - 115000 USD year
Full Time
About the Company
Cetera is a premier financial services firm dedicated to turning financial aspirations into reality. We offer comprehensive wealth management, financial advisory, and fintech solutions to empower individuals, financial professionals, and institutions. Our focus on innovative technology, collaborative platforms, and unwavering support fosters growth and achievement within our dynamic community.
Job Description
TRPG, a subsidiary of Cetera Financial, is seeking a Senior Wealth Manager with 5+ years of experience establishing business development success and providing comprehensive planning advice. The role focuses on client relationship building, leading sales efforts, and providing tailored financial plans. A commitment to continuous improvement and client success is essential.
Requirements
- At least 5 years of Financial Services industry experience
- At least 3 years of experience as a planning based Advisor
- FINRA Series 65 License or 7 and 66
- CFP designation is preferred
- Proficient in MS Office Suite and CRMs
Benefits
- Inclusive health, dental, vision and life insurance plans
- Preventative care options
- Health Savings Account and Flexible Spending Account options
- Employee Assistance Program (EAP)
- LifeLock
- Pet Insurance
