Note: The job is a remote job and is open to candidates in USA. Cetera Financial Group is a leading network of independent retail broker-dealers empowering the delivery of objective financial advice. The Wealth Management Consultant is responsible for engaging, building, and managing relationships with Tier 2 advisors in the assigned region, developing engagement plans, and ensuring advisor needs are met through collaboration.
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
Skills
- Bachelor's Degree
- Minimum 6 years Relationship & Sales Experience
- Series 7, 66 (or 63 & 65) and /or 24 FINRA Licenses
Benefits
- Inclusive health, dental, vision and life insurance plans built to support diverse lifestyles, offer preventative care, and protect against hardship.
- Easy access to mental health benefits to meet our team members and their families where they are.
- 20 plus days of paid time off (PTO), paid holidays, and 2 paid wellness days to give our employees the time they need to stay close with their loved ones, recharge, and give back to their communities.
- 401(k) Savings plan with a generous company contribution (up to 5%), and access to a financial professional to offer our employees the opportunity to plan-ahead for a strong financial future well beyond their working years.
- Paid parental leave to support all team members with birth, adoption, and foster.
- Health Savings and Flexible Spending Account options to help you save money on healthcare, daycare, commuting, and more.
- Employee Assistance Program (EAP), LifeLock, Pet Insurance and more.
Company Overview
Cetera Financial Group is a privately-held, independent broker-dealer and investment adviser families. It was founded in 2010, and is headquartered in San Diego, California, USA, with a workforce of 1001-5000 employees. Its website is http://www.cetera.com.