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BROKER–DEALERS: 1,000 Advisors or More Diversity, Equity and Inclusion
CETERA FINANCIAL GROUP
Our commitment to advancing diversity, equity, inclusion, and belonging (DEIB) in our profession is embedded in everything we do. We are working to close the financial literacy and wealth gap in America by reaching underserved communities to help individuals and families earn, manage and create wealth. The Cetera Advisor Diversity & Inclusion Council partnered with Cetera Advisor Resource Group Leaders to create a series of 8 public-facing videos with relatable, inspiring advisor stories – all with DEIB priorities in mind. The client-approved videos, filmed onsite at Cetera’s Connect2Impact Video Series
Connect2Impact conference in Nashville in October 2022, told the stories of our advisors and how they focus on growing their practices, serving their clients across communities, and improving representation in the financial services profession.
An at-scale wealth hub, Cetera offers financial professionals and institutions the latest solutions, support, and services. Breaking away from a commoditized and homogenous IBD model, Cetera creatively addresses advisors’ unique needs, whether they are seeking to grow, scale, or transition with a merger, sale, investment, or succession plan. Cetera proudly serves independent financial advisors, tax professionals, licensed administrators, large enterprises, as well as banks and credit unions, providing an established and repeatable blueprint for scalable growth. Cetera’s approach empowers advisors to affiliate in whichever way they deem most appropriate. Cetera delivers holistic, unbiased financial planning and advice to Main Street investors, helping them achieve their version of financial wellbeing at all life stages. For financial professionals, Cetera provides growth and succession resources, an enhanced tech stack and importantly, an experience where financial professionals don’t feel like a number, but an integral part of Cetera’s rich and thriving ecosystem.
www.cetera.com
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WealthManagement.com
*NOTE: Company descriptions are effective as of the date of nomination submission (February – May 2023). For updated facts and figures since that timeframe, please contact the nominated company.
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