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Wealth Management Consultant

Cetera Financial Group, Inc.

San Diego, California • Today

Full-time

USD 85,000.00 - 115,000.00 per year

Funds and Grants Management Consultant

ITECS

Remote or Washington, District of Columbia • Today

Easy Apply

Third Party, Contract

Asset Management Consultant

Vaco by Highspring

Remote • 4d ago

Easy Apply

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$45

UKG Workforce Management Consultant

INSPYR Solutions

Remote • 3d ago

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Oracle Cloud Treasury & Cash Management Consultant

SolutionIT, Inc.

Remote • Today

Easy Apply

Third Party, Contract

Financial Planning Consultant

Cetera Financial Group, Inc.

San Diego, California • Today

Full-time

USD 113,000.00 - 148,000.00 per year

SAP Treasury & Risk Consultant

Phoenix Business, Inc.

Remote • 3d ago

Easy Apply

Contract

Depends on Experience

Benefit Assessment Consultant

Akshaya Inc

Remote • 8d ago

Easy Apply

Contract

Depends on Experience

Workday Benefits Consultant

Amiseq Inc.

Remote • 3d ago

Easy Apply

Contract

Depends on Experience

SAP Treasury Consultant

Codeforce 360

Remote • Yesterday

Easy Apply

Third Party, Contract

$90 - $100

Functional Consultant - Asset Finance

Acunor Infotech

Remote or New Jersey • Today

Easy Apply

Contract, Third Party

Infor M3 Finance Consultant

Main Sail, LLC

Remote • Today

Easy Apply

Contract

100 - 115

Cetera Financial Group, Inc.

Job Details

Skills

Business Planning
Productivity
Customer Engagement
Practice Management
Recruiting
Operational Efficiency
Collaboration
Sales Enablement
Onboarding
Training
Continuous Improvement
Scalability
Financial Services
Coaching
Finance
Relationship Management
Wealth Management
Communication
Presentations
Management
Analytical Skill
Conflict Resolution
Problem Solving

Summary

Job Description

The Wealth Management Consultant partners directly with financial advisors and their practices to help grow their business and improve client outcomes. This role provides hands-on consulting across areas such as business planning, client segmentation, service models, and operational efficiency. The Consultant works closely with Regional Growth, Sales Enablement, and internal specialists to connect advisors with the tools, platforms, and solutions that drive measurable results. Success is measured by advisor growth, increased adoption of Cetera solutions, improved productivity, and strong advisor satisfaction and retention.

What you will do:

Partner with financial advisors to assess business performance and develop actionable plans that drive asset growth, productivity, and client engagement.
Deliver consulting guidance on practice management topics, including client segmentation, service models, staffing structure, and operational efficiency.
Lead regular business reviews with advisors to evaluate performance, track progress against goals, and recommend strategic adjustments.
Identify growth opportunities within advisor practices and connect advisors with investment solutions, advice offerings, and Cetera platforms that support business expansion.
Drive adoption of Cetera platforms, tools, and growth solutions by aligning advisors with appropriate resources and reinforcing best practices.
Collaborate with Regional Growth Teams, Sales Enablement, and internal subject matter experts to deliver integrated solutions that support advisor success.
Support advisor onboarding and transitions by helping ensure successful integration into Cetera platforms and alignment to growth expectations.
Analyze advisor performance data and industry trends to prioritize opportunities and inform recommendations.
Deliver training sessions, workshops, and group engagements to enhance advisor capabilities and promote best practices.
Contribute to continuous improvement of consulting programs, tools, and approaches to increase scalability and effectiveness of advisor growth initiatives.

What you need to have:

Bachelor's degree in business, Finance, or related field
5+ years of experience in financial services, wealth management, consulting, or advisor-facing roles, advisor coaching
Experience within a financial institution investment program or in relationship management at a broker dealer
FINRA Series 7 and 63/65 or 66 licenses

Job Specific Skills:

Strong consultative and relationship management skills
Ability to analyze advisor's business performance and develop actionable recommendations
Knowledge of wealth management products, platforms, and advisory practices
Strong communication and presentation skills
Ability to influence without direct authority across stakeholders
Strong analytical and problem-solving skills

Other Requirements

Travel based on advisor coverage and engagement needs
Hybrid or remote work environment aligned to regional responsibilities

Compensation:

The base annual salary range for this role is $85,000 to $115,000 plus a competitive incentive compensation plan. Base annual salary depends on a wide array of factors, including but not limited to skill set, years and depth of experience, certifications, and location. Base annual salary may also differ significantly due to geography and cost of labor considerations.

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: 6899
Posted 5 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

Business Planning
Productivity
Customer Engagement
Practice Management
Recruiting
Operational Efficiency
Collaboration
Sales Enablement
Onboarding
Training
Continuous Improvement
Scalability
Financial Services
Coaching
Finance
Relationship Management
Wealth Management
Communication
Presentations
Management
Analytical Skill
Conflict Resolution
Problem Solving

Summary

Partner with financial advisors to assess business performance and develop actionable plans that drive asset growth, productivity, and client engagement.
Deliver consulting guidance on practice management topics, including client segmentation, service models, staffing structure, and operational efficiency.
Lead regular business reviews with advisors to evaluate performance, track progress against goals, and recommend strategic adjustments.
Identify growth opportunities within advisor practices and connect advisors with investment solutions, advice offerings, and Cetera platforms that support business expansion.
Drive adoption of Cetera platforms, tools, and growth solutions by aligning advisors with appropriate resources and reinforcing best practices.
Collaborate with Regional Growth Teams, Sales Enablement, and internal subject matter experts to deliver integrated solutions that support advisor success.
Support advisor onboarding and transitions by helping ensure successful integration into Cetera platforms and alignment to growth expectations.
Analyze advisor performance data and industry trends to prioritize opportunities and inform recommendations.
Deliver training sessions, workshops, and group engagements to enhance advisor capabilities and promote best practices.
Contribute to continuous improvement of consulting programs, tools, and approaches to increase scalability and effectiveness of advisor growth initiatives.

What you need to have:

Bachelor's degree in business, Finance, or related field
5+ years of experience in financial services, wealth management, consulting, or advisor-facing roles, advisor coaching
Experience within a financial institution investment program or in relationship management at a broker dealer
FINRA Series 7 and 63/65 or 66 licenses

Job Specific Skills:

Strong consultative and relationship management skills
Ability to analyze advisor's business performance and develop actionable recommendations
Knowledge of wealth management products, platforms, and advisory practices
Strong communication and presentation skills
Ability to influence without direct authority across stakeholders
Strong analytical and problem-solving skills

Other Requirements

Travel based on advisor coverage and engagement needs
Hybrid or remote work environment aligned to regional responsibilities

Dice Id: RTX1a6d2c
Position Id: 6899
Posted 5 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