Cetera Financial Group, Inc.
Cetera Financial Group, Inc.

Wealth Management Consultant

• Posted 1 day ago • Updated 18 hours ago
Full Time
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Job Details

Skills

  • Wealth Management
  • Tier 2
  • Management
  • Business Development
  • Onboarding
  • Sales Enablement
  • Collaboration
  • Partnership
  • Sales

Summary

Job Description

SUMMARY

The Wealth Management Consultant is responsible for engaging, building and managing relationships with Tier 2 advisors in the assigned region.

RESPONSIBILITIES

  • Primary owner of the Tier 2 advisor relationship working with Cetera value proposition experience throughout the advisor life cycle.
  • Responsible for developing & executing regular engagement plans and managing sales funnel / pipeline from discovery to completion.
  • Fuel organic growth, engagement, satisfaction and retention of advisors through their adoption of Cetera growth tools, platforms and solutions.
  • Work in collaboration with business development onboarding and sales enablement teams to ensure verified assets are realized on Cetera platform(s) within defined timeframes.
  • Actively identify and/or create opportunities to connect the Advisor with subject matter experts to drive product adoption of investment solutions, advice offerings, and Cetera platforms.
  • Ensure clear lines of support and resolution between the Advisor and other Cetera functions to ensure Advisor needs are being met through partnership with the Service Escalation Specialist.


REQUIRED KNOWLEDGE, SKILLS & ABILITIES

  • Bachelor's Degree
  • Minimum 6 years Relationship & Sales Experience
  • Series 7, 66 (or 63 & 65) and /or 24 FINRA Licenses


Travel REQUIREMENTS

Up to 50% for Advisor Facing Engagements & Strategic Cetera Events
Employers have access to artificial intelligence language tools (“AI”) that help generate and enhance job descriptions and AI may have been used to create this description. The position description has been reviewed for accuracy and Dice believes it to correctly reflect the job opportunity.
  • Dice Id: RTX1a6d2c
  • Position Id: 6309
  • Posted 1 day ago

Company Info

About Cetera Financial Group, Inc.

Advancing What's Next

Cetera Financial Group, Inc. is transforming how advisors guide individuals and families to achieve financial well-being at every stage of their lives.

We’re enablers. Mentors. Dream builders. Our purpose is to turn financial aspirations into reality. Within our community lies a vibrant wellspring of growth and opportunity for financial professionals, financial institutions, and individual investors alike. As a premier financial services firm, we don’t just deliver financial technology, bespoke guidance, research and market intelligence, and collaborative client-service platforms. We build environments where ideas thrive, connections flourish, and ambitions become remarkable achievements. Driven to deliver unwavering support and innovative solutions to help people live their purpose, we empower each other and the communities around us to bring a stronger tomorrow to life.

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