Cetera Launches National Workplace Financial Education and Wellness Package

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Jun 16, 2020, 09:00 ET

LOS ANGELES, June 16, 2020 /PRNewswire/ -- Cetera has launched a new Workplace Financial Wellness program for its network of 8,000 financial professionals to help businesses across the United States provide financial education to their employees. Designed to enhance the overall well-being of a workforce, the program helps employees make better financial decisions with a path to accessing professional and individualized financial guidance. Available through Cetera's Resiliency Pack, it can be incorporated into an HR benefits package and offered by business owners to employees..

Workplace Financial Wellness features eight financial professional-led modules focused on topics including financial literacy, homeownership, insurance, savings, 401K guidance and more. Its purpose is to facitilate better and more holistic financial decision-making and create opportunities for financial professionals to deliver more valued financial guidance, more often, within the communities they serve. The new offering can be bundled with an investment professional's delivery of a retirement plan to small businesses or it can be offered on an education-only basis. This means that any financial professional, regardless if they focus on retirement plans or not, can provide a comprehensive financial wellness experience to employees.

In a recent Financial Stress Survey, 49% of workers reported worrying about financial stresses makes them feel less productive at work.¹

"The costs as a result of financial stress can be significant to an organization," said Jon Anderson, Head of Retirement Plan Solutions. "Business owners can provide employees with this value-added program to make financial wellness and access to professional investment guidance a priority for their staff."

"Not only does it create the opportunity for a differentiated benefit, but it also drives an engaged workforce," he added. "This offering provides Cetera-affiliated financial professionals an entry-point to creating lifelong relationships with the employees at these firms, helping them achieve financial well-being at each life stage."

Workplace Financial Wellness can be accessed via Cetera's MarketingCentral platform as a "workshop-in-a-box"and is proprietary to Cetera with customizable marketing materials and learning modules. It also includes a feature for program participants to access Cetera's AdviceWorks client portal to store key financial documents, integrate planning steps within a secure platform and collaborate with a financial professional.

¹ John Hancock Sixth Annual Financial Stress Survey, June 2019

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 professionals 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.

Media Contacts:
Adriana Senior
Cetera Financial Group
310.341.1833
[email protected]

Sean Mogle
Finn Partners
[email protected]

SOURCE Cetera Financial Group