Careers

Support the client experience. Strengthen the firm foundation.

Administrative professionals play a critical role in delivering outstanding service and ensuring smooth daily operations. This position is ideal for individuals who are organized, detail‑oriented, and enjoy working in a professional client‑focused environment.

Key Responsibilities

• Client service and relationship support
• Processing account paperwork and documentation
• Maintaining client records and CRM systems
• Supporting firm operations and workflows

Ideal Candidate

• Strong organizational and communication skills
• Professional demeanor and attention to detail
• Ability to manage multiple priorities effectively
• Prior administrative or client service experience preferred
• Growth Opportunities
  

Administrative roles offer long‑term growth potential within operations, client service leadership, and associate financial professional positions.

Develop your skills. Build your future.

Associate Financial Professionals work closely with experienced advisors while developing the technical knowledge, planning skills, and client experience needed for a long‑term career in financial services.

Key Responsibilities

• Assisting with financial planning and analysis
• Preparing client meeting materials and reports
• Supporting investment and planning strategies
• Participating in client meetings and follow‑ups
• Pursuing ongoing education and licensing
  

Ideal Candidate

• Strong interest in a career in wealth management
• Analytical mindset with attention to detail
• Excellent communication and interpersonal skills
• Willingness to pursue professional licensing and credentials
  

Career Path
This role serves as a structured development path toward a Financial Advisor position.

Guide clients. Build relationships. Make an impact.

Financial Advisors at Fennell Financial Solutions serve as trusted partners to individuals and families, providing thoughtful guidance across all stages of life. Advisors are supported by a collaborative team and strong operational infrastructure.

Key Responsibilities

• Building and maintaining long‑term client relationships
• Delivering comprehensive financial planning strategies
• Providing investment guidance aligned with client goals
• Educating clients and maintaining ongoing communication
• Growing client relationships in alignment with firm values
  

Ideal Candidate

• Relationship‑driven and client‑focused professional
• Strong communication and consultation skills
• Ethical, long‑term approach to financial planning
• Appropriate licensing and industry experience
  

Why Advisors Choose Us

• Robust administrative and planning support
• Collaborative, team‑oriented culture
• Opportunity to grow a sustainable advisory practice
• Best in class payout

•  Competitive compensation
• Professional training and development support
• Licensing assistance and continuing education opportunities
• Supportive, team‑oriented work environment
• Long‑term career growth opportunities

If you are interested in joining our team, we encourage you to submit your resume along with a brief introduction.

Email: kevin.fennell@ceterainvestors.com