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Wealth Management Specialist

Cetera Financial Group, Inc.

Dallas, Texas • Today

Full-time

Wealth Management Consultant

Cetera Financial Group, Inc.

Dallas, Texas • Today

Full-time

Order Management Specialist

Avanciers LLC

Hybrid in Irving, Texas • 19d ago

Easy Apply

Contract

Depends on Experience

Order Management Specialist

Avanciers LLC

Hybrid in Irving, Texas • 18d ago

Easy Apply

Contract, Third Party

Depends on Experience

Customer Program Management Specialist

Celestica International LP

Richardson, Texas • Today

Full-time

Legal Operations Specialist-Hybrid

Generis TEK Inc.

Hybrid in Plano, Texas • Yesterday

Easy Apply

Contract

Depends on Experience

Production Services Specialist

Randstad Digital

Plano, Texas • Today

Contract

USD78 - USD88

SAP Application Support Specialist

Ledgent Technology

Plano, Texas • Today

Easy Apply

Contract

$35.00 - $41.00 per hour

SailPoint Implementation Specialist-Frisco, TX

mProgen

Hybrid in Frisco, Texas • Yesterday

Easy Apply

Third Party, Contract

Depends on Experience

Multifamily Asset Management Specialist (REMOTE ROLE)

ICF International, Inc.

Remote or Reston, Virginia • 8d ago

Full-time

USD 89,649.00 - 152,404.00 per year

IT Vendor Management - Senior/Specialist

Washington State Department of Transportation

Remote or Lacey, Washington • Today

Full-time

USD 94,620.00 - 127,248.00 per year

Senior Contract Management Specialist – Ironclad CLM

P2PSoftTek Inc

Remote • 8d ago

Easy Apply

Contract

Depends on Experience

Vendor Management Specialist

Collabera LLC

Remote or Cedar Rapids, Iowa • Yesterday

Easy Apply

Full-time

$40.0000 - $45.0000

Catalog Item Mapping Specialist Data Management

DataEdge Consulting, Inc.

Remote • Yesterday

Easy Apply

Contract

15 - 20

Internal Control Specialist (OMB Circular A-123/Federal Financial management)

Tellus Solutions

Remote • 4d ago

Easy Apply

Full-time

Depends on Experience

Change Management Specialist | REMOTE

NMK Global Inc.

Remote • 3d ago

Easy Apply

Contract, Third Party

Depends on Experience

ServiceNow Integrated Risk Management & Continuous Authorization & Monitoring Specialist

TECH-NET, INC

Remote • 15d ago

Easy Apply

Contract, Third Party

Depends on Experience

ServiceNow Integrated Risk Management & Continuous Authorization and Monitoring Specialist - SNWS 26-14986

Compu-Vision Consulting, Inc.

Remote • Yesterday

Easy Apply

Contract, Third Party

$45+

Product Specialist, Rebalancing

Altruist

Dallas, Texas • 13d ago

Full-time

USD 107,000.00 - 136,000.00 per year

AI voice Evaluation Specialist

E-Solutions, Inc.

Remote • 23d ago

Easy Apply

Third Party, Contract

Depends on Experience

AMI Systems Specialist - REMOTE

Randstad Digital

Remote or New York, New York • Today

Contract

USD80 - USD82

Technical Program Manager/ Marketing Ops Specialist

Axiom Technology Group

Remote • 2d ago

Easy Apply

Third Party, Contract

Depends on Experience

Oracle ICM Support Specialist (Remote)

Randstad Digital

Remote or Atlanta, Georgia • Today

Contract

USD59 - USD69

Epic Application Engineer Specialist - Inpatient / OpTime / HIM

Randstad Digital

Remote or Los Angeles, California • Today

Contract

USD43 - USD53

Facets Configuration Specialist

Randstad Digital

Remote or Durham, North Carolina • Today

Contract

USD65 - USD67

Sr IT Sourcing Specialist

Randstad Digital

Remote or Irvine, California • Today

Contract

USD90 - USD95

Creative & Marketing Operations Specialist

Diversified Systems, Inc.

Remote • Yesterday

Easy Apply

Contract, Third Party

Depends on Experience

Data Ontology / Graph Database Specialist

Nityo Infotech Corporation

Remote • 4d ago

Easy Apply

Contract

Depends on Experience

Information Security Operations Specialist (SecOps & Governance, Risk, and Compliance), Work From Home, 6 Month Contract - G

Next Step Systems

Remote • Yesterday

Easy Apply

Contract

45 - 50

IT Systems Administrator & Operations Specialist, MacOS, MDM, Google Workspace Required, Work From Home, 6 Month Contract - G

Next Step Systems

Remote • Yesterday

Easy Apply

Contract

30 - 35

Cetera Financial Group, Inc.

Job Details

Skills

Relationship Building
Sales Operations
Training
UPS
Issue Resolution
Reporting
Continuous Improvement
Sales
Customer Service
Financial Services
Wealth Management
Finance
RIA
Onboarding
Sales Enablement
Salesforce.com
Microsoft
Relationship Management
Communication
Project Management
Customer Relationship Management (CRM)
Microsoft Excel
Collaboration
Management

Summary

Job Description

The Wealth Management Specialist at Cetera Financial Group supports a portfolio of independent financial advisors by helping them adopt Cetera tools, resources, and growth programs that improve business performance and client outcomes. This role builds trusted relationships with advisors and their staff, partners closely with onboarding and sales support teams, and helps remove barriers that slow progress. Success is measured by strong advisor engagement, timely adoption of key platforms and processes, and overall advisor satisfaction and retention.

What will you do:

Own engagement for a defined portfolio of advisors by building relationships, understanding business needs, and connecting them to appropriate Cetera resources.
Drive adoption of growth tools and programs by tracking progress, identifying roadblocks, and coordinating support to ensure advisors achieve key milestones.
Partner with onboarding and sales support teams to help ensure transitions and platform usage are completed accurately and within expected timelines.
Build strong relationships with advisor staff and internal partners to improve day-to-day experience, responsiveness, and overall outcomes for advisors and their clients.
Plan and deliver scalable advisor communications and enablement activities, including training sessions and webinars, to increase usage of core solutions.
Support Wealth Management Consultants and regional leaders by coordinating follow-ups, preparing updates, and ensuring continuity after advisor engagements.
Identify opportunities to connect advisors with subject matter experts to accelerate issue resolution and adoption of products, platforms, and services.
Maintain accurate activity tracking and reporting in CRM and collaboration tools to support visibility, prioritization, and continuous improvement.

What you need to have:

Bachelor's Degree in Business, Finance, or related field
5+ years of experience in sales, relationship management, advisor support, or client service within financial services or wealth management
SIE and Series 7 required

Preferred Qualifications:

Series 66 or ability to obtain
Experience working with financial advisors, broker-dealers, or RIA platforms
Familiarity with advisor growth strategies, onboarding, and sales enablement models
Experience using CRM tools such as Salesforce and collaboration platforms such as Microsoft Teams
Travel: Up to 15% for advisor-facing engagements and strategic events
Schedule: Standard business hours aligned to assigned region

Job Specific Skills:

Strong relationship management and communication skills; ability to influence without authority; project management and organizational capabilities; proficiency in CRM systems, Excel, and collaboration tools; ability to manage multiple priorities and drive outcomes in a fast-paced, advisor-facing environment

Other Requirements

Travel: Up to 15% for advisor-facing engagements and strategic events
Schedule: Standard business hours aligned to assigned region

#LI-Hybrid

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: 6876
Posted 3 hours 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.

Go to company profile

Fitment

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Cetera Financial Group, Inc.

Job Details

Skills

Relationship Building
Sales Operations
Training
UPS
Issue Resolution
Reporting
Continuous Improvement
Sales
Customer Service
Financial Services
Wealth Management
Finance
RIA
Onboarding
Sales Enablement
Salesforce.com
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Relationship Management
Communication
Project Management
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Collaboration
Management

Summary

Own engagement for a defined portfolio of advisors by building relationships, understanding business needs, and connecting them to appropriate Cetera resources.
Drive adoption of growth tools and programs by tracking progress, identifying roadblocks, and coordinating support to ensure advisors achieve key milestones.
Partner with onboarding and sales support teams to help ensure transitions and platform usage are completed accurately and within expected timelines.
Build strong relationships with advisor staff and internal partners to improve day-to-day experience, responsiveness, and overall outcomes for advisors and their clients.
Plan and deliver scalable advisor communications and enablement activities, including training sessions and webinars, to increase usage of core solutions.
Support Wealth Management Consultants and regional leaders by coordinating follow-ups, preparing updates, and ensuring continuity after advisor engagements.
Identify opportunities to connect advisors with subject matter experts to accelerate issue resolution and adoption of products, platforms, and services.
Maintain accurate activity tracking and reporting in CRM and collaboration tools to support visibility, prioritization, and continuous improvement.

What you need to have:

Bachelor's Degree in Business, Finance, or related field
5+ years of experience in sales, relationship management, advisor support, or client service within financial services or wealth management
SIE and Series 7 required

Preferred Qualifications:

Series 66 or ability to obtain
Experience working with financial advisors, broker-dealers, or RIA platforms
Familiarity with advisor growth strategies, onboarding, and sales enablement models
Experience using CRM tools such as Salesforce and collaboration platforms such as Microsoft Teams
Travel: Up to 15% for advisor-facing engagements and strategic events
Schedule: Standard business hours aligned to assigned region

Travel: Up to 15% for advisor-facing engagements and strategic events
Schedule: Standard business hours aligned to assigned region

#LI-Hybrid

Dice Id: RTX1a6d2c
Position Id: 6876
Posted 3 hours 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.

Go to company profile

Fitment