Cetera Continues Growth Momentum With Series of Recruiting Wins03/11/2021

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Cetera Continues Growth Momentum With Series of Recruiting Wins

Los Angeles, CA — After a flurry of recent deals involving top financial professionals from around the industry, Cetera continued its recruiting momentum in February with the addition of several new affiliates and $1.7 billion in new assets.

Recent recruiting successes can be attributed to a heightened focus on financial professionals that have a passion for growth, along with a more concentrated advisory practice. John Pierce, Head of Business Development at Cetera, said, “We are not chasing all asset classes equally. Rather than place equal value on direct, annuity, or TAMP business, Cetera places high value on advisory assets. Where our focus remains first and foremost, on bringing into our network those financial professionals who share our mission to deliver an Advice-Centric Experience® to clients and enhance our profession.”

Cetera’s focus on growth centers around accelerating growth for its network. Recent additions include:

  • Mark Weeks Group, within Cetera’s Summit Financial Region, welcomes Tracey Sapp
  • Benchmark Financial led by Regional Manager, Tim Miller welcomed Financial Advisor, Brian Pitell, from Park Avenue Securities.

Industry leader in external search and National Managing Director of MSI, Jennifer Hooser, who has placed many of the new recruits to Cetera shared, “financial professionals are seeking firms that will help them grow and progress and understand that today’s business environment requires a strong technology stack to achieve growth.” Her west coast recruiting partner, Rod Hall, added, “Cetera’s commitment to offering technology to enhance the client experience as well as helping financial professionals realize their version of success is attractive to financial professionals considering making a move.”

Cetera is actively recruiting top talent in the financial profession including financial advisors affiliating direct or in a branch model, banks and credit unions and regional teams (OSJs) with a focus on driving growth, a superior service experience, and the delivery of an Advice-Centric Experience®. Cetera's multi-affiliation growth model is designed around specialty communities to enable financial professionals to grow their way.

Media Contacts:
Kelly Coulter
Cetera Financial Group
kelly.coulter@cetera.com

Sean Mogle
Finn Partners
cetera@finnpartners.com

 

 


About Cetera Financial Group®

Cetera Financial Group (Cetera) is a leading financial advice firm. It empowers the delivery of an Advice-Centric Experience® to individuals, families and businesses across the country through independent financial advisors as well as trusted tax professionals and banks and credit unions. It’s headquartered at 200 N. Pacific Coast Highway, Suite 1200 El Segundo, CA 90245-5670.

Comprehensive services include: wealth management solutions, retirement plan solutions, advisory services, practice management support, innovative technology, marketing guidance, regulatory support, and market research.

"Cetera Financial Group" refers to the network of independent retail firms encompassing, among others, Cetera Advisors LLC, Cetera Advisor Networks LLC, Cetera Investment Services LLC (marketed as Cetera Financial Institutions or Cetera Investors), Cetera Financial Specialists LLC, and First Allied Securities, Inc. All firms are members FINRA / SIPC.

Individuals affiliated with Cetera firms are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services.

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