Welcome Home, Voya Financial Advisors
Welcome to the Cetera community! Whether you’ve been with us before or are joining the family for the first time, you’ll find a supportive, growth-focused approach customized to your future goals.
Your Partner for Growth
Build deeper client relationships and overall business value at Cetera. As part of our national network, you’ll be able to take advantage of:
that empower you to connect and collaborate with clients to help their financial goals at every stage of life.
A comprehensive suite of tools, technology, and solutions
to help you grow your way and optimize your business for greater success.
Access to leadership and decision-makers
who are here to listen and use your feedback to help shape the tools you need to be productive and profitable.
A strong culture of collaboration
across our financial professional community, so you can learn from those who have been in your shoes.
Be More You with Us
Our business is focused on supporting yours, which is why you’ll find the resources to develop stronger, longer-lasting client relationships and run your business more efficiently. The following are some of the highlights you can expect as you join Cetera.
Give your clients the real-time information and engagement they expect. AdviceWorks®, our centralized financial professional workstation, helps you empower clients to fully visualize their financial roadmap while enabling you to manage account and business operations, access business-critical technology tools and analytics, and more.
The platform, which includes advisor and client portals, allows for high levels of personalization so you can reinforce your value at every interaction. Its single-sign-on integrations with leading third-party tools like Riskalyze, Redtail, MoneyGuidePro, and NetX360 means you have a single place to do it all. Plus, with must-have timesaving features like digital account maintenance and electronic statement and document delivery, you’ll have more bandwidth to pursue your own goals—at the office and beyond.
You know your business best. We know how to help turn that knowledge into greater growth. Our experienced specialists are here to help you continue the important work you’re already doing and pursue the future you’ve envisioned. Whether you’re looking to reach more clients, add new services to your offering, or plan for your legacy, we can deliver targeted support to help you get there.
Work with our growth and engagement teams to get connected to the various support teams across our organization, including advanced planning specialists, advisory business consultants, retirement plan business professionals, business consultants, and more.
Lead Generation and Marketing
MarketingCentral, Cetera’s digital marketing platform powered by FMG Suite, empowers you to quickly implement turnkey and automated campaigns to execute multi-channel marketing plans.
Flexible Business Models
Cetera offers access to AdvicePay, which allows you to expand your value-added services to existing clients and increase your appeal to a new generation of clients with a fee-for-service billing model.
Making the Move
As you onboard with Cetera, you’ll benefit from our wealth of experience in assisting financial professionals like you move efficiently and start strong. We’re working diligently to ensure you’re ready to conduct business on day one of affiliation, including transferring state registrations, pre-reviewing business collateral, and ensuring your broker-dealer change is reflected on retail and direct business accounts.
Consent letters will be mailed to clients in advance of the transaction’s completion, and you can use the pre-approved template communications to explain your upcoming move and ensure clients feel confident about it.
Your Future Awaits
Find more information about the move to Cetera on your workstation, and watch your inbox for upcoming calls and webinars about the process. To discuss Cetera’s resources in greater depth and learn how our capabilities can work for you, contact the Cetera Business Development team at 800.336.8842.