Cetera Financial Group-posted 8 months ago
$110,000 - $130,000/Yr
Full-time • Mid Level
Hybrid • Dallas, TX
Securities, Commodity Contracts, and Other Financial Investments and Related Activities
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The High Net Worth Case Manager will be responsible for fielding high-net worth opportunities from outside advisors broadly, and serving as a project manager during the sales process with the prospective client and their advisor. The Case Manager will liaise between the advisor and their respective client, and the multiple groups within Cetera that could help facilitate the onboarding of the prospect into the Cetera ecosystem. This is a hybrid role, 2 days weekly in office. Candidates must be located near an office hub.
