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Advisors

Your business is our only business.

At Cetera, you’ll never be confused about where you stand with us. Our entire family of firms exists so that we can help advisors like you do their jobs well. Makes you feel kind of special, doesn’t it?

Join Us

Being Independent Doesn’t Mean Going It Alone

Work with a partner that gives you the flexibility and customized support to realize your vision of success. Our Advice-Centric Experience™ framework empowers you to deliver comprehensive financial advice to your clients while giving you a repeatable process for scaling and growing your business.

Attract & Engage

Work with our dedicated consultants to develop strategies for gaining new clients, and then assess client needs, priorities, and goals throughout the onboarding process and your ongoing relationship.

Plan & Execute

Turn strategies into action and deliver tailored advice with robust wealth management and advanced planning capabilities, efficiency building technology tools, and experienced subject-matter specialists and service professionals.

Guide

Keep up to date on your clients’ progress with centralized account and client management systems. Collaborate with our wealth management consultants to modify strategies and present informed updates to clients.

Plan. Execute. Grow.

What will you do with the keys to success? Join an organization that helps you confidently navigate your future through high-touch, customized support and robust consultative resources. You define the journey—we’ll be right there with you.

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Your Value: Elevated

Achieve growth on your terms with our actionable practice management tools, broad range of subject-matter knowledge, detailed investment insights, and more.

Detailed Business Analysis

Assess your practice and optimize it for future growth with Pentameter®, our proprietary practice management system and consulting process. Get in-depth analysis on five critical measures of business success and develop a plan for enhancing these areas moving forward.

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Retirement Solutions

Help clients confidently plan for retirement with consultative guidance and support from our Retirement Plan Solutions team. Access resources to help you break into the marketplace or enhance existing plan business, including growth and retention strategies, best practices, due diligence, and third-party administration.

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Advanced Planning Strategies

Provide in-depth holistic advice with support from our Advanced Planning team. This highly credentialed group of legal and financial professionals offers guidance on sophisticated issues, including wealth transfer, retirement distribution, business, succession, and life insurance and annuity planning.

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Outsourced Investment Management

Deliver sound investment advice with money manager recommendations, model portfolios, and asset allocation guidance from Cetera Investment Management. Stay well informed about current industry trends and portfolio design strategies, all while gaining back time for building relationships.

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Marketing That Moves You Forward

Stay top of mind using our turnkey automated marketing platform and a compliant advisor texting tool. Amplify your business to prospects with advanced lead generation and digital outreach capabilities that ensure your value proposition reaches the right audience.

Experience the Advice-Centric Network

Join a firm that gives you greater flexibility to provide holistic advice, in the way that makes sense for you, while pursuing your personal growth goals. Take our advice: Gain the benefits of a boutique firm, with the resources and stability of a larger network, and stay focused on what you do best.

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Recent News

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Cetera Financial Group Selects Genstar Capital as Strategic Partner

Cetera announces that it has partnered with Genstar Capital to accelerate the company’s growth...

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Cetera Financial Group Introduces Advisor Texting Solution to Strengthen Advisor / Client Relationships

Cetera announces the launch of its new, fully compliant texting solution...

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Cetera Financial Group Launches 401(k) Practice Development Program

Comprehensive program developed with Nationwide Financial and KnowHow 401(k)...

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“They had to be committed to helping us grow our practice over the years, and I can say without a doubt that we wouldn’t have gone through the growth that we have over the last few years without their help.”

-Joe Perry | Aviso Financial | First Allied Securities, Inc.

Build, Grow, Succeed. Your Future Awaits.

Join a firm that puts your advice first. Take your business to the next level with the subject-matter knowledge, custom support, and comprehensive wealth management capabilities designed to help you succeed.