Independent Financial Advisor - Cetera Wealth Services Boyce Financial Group Vancouver, WA Job Details Full-time $125,000 - $200,000 a year 20 hours ago Benefits Flexible schedule Qualifications Financial sales Series 66 Series 7 Series 65 Series 63

Full Job Description Location:

Vancouver, WA / Southwest Washington /

Portland Metro Opportunity Type:

Independent Financial Advisor /

Advisor Affiliation Compensation:

Commission and fee-based compensation with competitive advisor payouts and growth incentives Are you an experienced Financial Advisor, Wealth Advisor, Financial Planner, or Investment Advisor looking for greater independence, stronger practice support, and the resources to grow your business? Cetera Wealth Services is seeking established and growth-minded financial professionals in the Vancouver, Washington and Portland metro area who want to build, transition, or expand an independent wealth management practice while leveraging the technology, compliance resources, investment solutions, and practice-management support of a national financial services organization. This opportunity is designed for experienced advisors who want to maintain ownership and control of their client relationships and practice while gaining access to broader resources that can support growth and efficiency. Why Experienced Advisors Consider Cetera Independent advisors can access resources designed to help them spend more time serving clients and growing their businesses, including: Competitive advisor payout structures Transition assistance for qualifying financial professionals Wealth management and financial planning technology Investment research and portfolio solutions Compliance and operational support Practice management consulting Marketing and business development resources Retirement planning and insurance solutions Advanced planning resources Support for solo advisors, teams, and growing practices A nationwide community of independent financial professionals Whether you are an established advisor considering a broker-dealer transition , looking for a new independent wealth management platform, or preparing to grow your existing book of business, this affiliation opportunity offers the infrastructure of a national organization while allowing you to operate an independent practice. What You'll Do As an Independent Financial Advisor affiliated with Cetera Wealth Services, you will operate and grow your own advisory practice while using Cetera resources to support your clients and business.

Responsibilities may include:

Build, manage, and deepen long-term client relationships Provide comprehensive financial planning and wealth management Advise clients on investments, retirement planning, risk management, and long-term financial goals Develop customized investment and financial strategies Manage and grow assets under management (AUM) Generate new business through referrals, networking, centers of influence, and community relationships Expand an existing client book or develop new client relationships Maintain applicable regulatory, compliance, suitability, and fiduciary standards Utilize Cetera technology, research, investment platforms, and specialist resources Improve practice efficiency, profitability, and long-term enterprise value Who We're Looking For This opportunity may be a strong fit for: Established Financial Advisors considering a platform or broker-dealer transition Independent Financial Advisors seeking additional technology and operational support Wealth Advisors looking to expand an existing practice Financial Planners with an established client base Investment Advisors and Registered Representatives seeking greater independence Advisors looking to grow AUM and recurring advisory revenue Experienced producers interested in building long-term practice value Advisor teams or solo practitioners evaluating a new affiliation platform Qualifications Preferred qualifications include: 3+ years of financial advisory, wealth management, financial planning, investment, or related financial services experience Active Series 7 securities license Active Series 66 , or Series 63 and Series 65 combination, as applicable Demonstrated ability to develop and retain client relationships Existing book of business, production history, or established referral network preferred Experience with investment management, retirement planning, or comprehensive financial planning Strong communication, relationship-management, and consultative sales skills Entrepreneurial mindset and interest in operating an independent advisory practice Knowledge of the Vancouver, Southwest Washington, or Portland financial services market preferred Professional designations such as CFP®, CFA®, ChFC®, CLU®, or CPWA® are valued but are not required. Transitioning an Existing Practice? Experienced advisors evaluating a move from another broker-dealer, RIA, wirehouse, bank, credit union, or independent financial services firm are encouraged to connect. Transition and affiliation terms are evaluated individually based on factors such as practice size, production, assets, business mix, licensing, and transition requirements. Conversations regarding potential affiliation can be handled confidentially. About Cetera Wealth Services Cetera Wealth Services, LLC is part of Cetera Financial Group, a network serving independent financial professionals across the United States. Cetera provides affiliated financial professionals with access to technology, operational resources, compliance support, investment solutions, financial planning capabilities, practice management resources, and business-growth support while allowing advisors to maintain meaningful independence over their practices and client relationships. Interested in Exploring an Affiliation? If you are an experienced Financial Advisor, Wealth Manager, Financial Planner, Investment Advisor, or Registered Representative considering your next platform, we welcome a confidential conversation. Please submit a resume or brief practice overview outlining your: Advisory experience Current licenses and professional designations Approximate assets under management or production, if applicable Current business model Interest in transitioning or growing an independent advisory practice This is an independent contractor / advisor affiliation opportunity , not a traditional W-2 employee position. Compensation is production-based and varies according to payout structure, advisory fees, commissions, business mix, and individual practice economics. Cetera Wealth Services, LLC is a member of

FINRA/SIPC.

Securities are offered through Cetera Wealth Services, LLC. Advisory services may be offered through applicable affiliated or related registered investment adviser entities, subject to appropriate agreements, licensing, registration, due diligence, and firm approval. Specific affiliation, transition, compensation, and platform terms are discussed individually.

Pay:

$125,000.00 - $200,000.00 per year

Benefits:

Flexible schedule

Work Location:

In person