Practice Transformation Consultant
About The Position
Responsible for the day-to-day execution of the practice transformation engagement and plan creation process with prospective advisors including intake and engagement, planning, offer creation and offer acceptance. The nature of the role is to be able to balance between business development and practice management consulting by acting as a recruiter for Cetera, showing excitement for the brand. As well as an Advisor/Consultant, driving practice transformation towards Cetera's in-house platform, "My Advice Architect". This role is a HYBRID position, which will required to be in the Dallas office location (Wed, Thurs and 2nd & 4th Friday of the month).
Requirements
- Demonstrated understanding of an advisor recruiting processes
- Strong communication skills
- Bachelor's degree in finance or a related field or equivalent.
- Minimum of 5 years of experience in Financial Services or Broker Dealer industry
- Practice development and advisor recruiting experience
- Series 7, 24, 66 required
Nice To Haves
- Fusce est. Vivamus a tellus.
Responsibilities
- Responsible for building and executing practice transformation playbook(s).
- Define, build and execute a Practice Transformation Concierge Process that includes engagement with pre-affiliation, onboarding and advisory support teams.
- Responsible for tracking success stories and reporting on results and outcomes of practice transformation engagements and implementations with advisors.
- Partner closely with Financial Planning & Analysis and CBA teams to create & deliver practice transformation and transition assistance offers.
- Responsible for identifying opportunities to improve the engagement and execution model.
- Responsible for executing successful implementation and partner hand-offs of practice transformation plans.
- Other duties as assigned.
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.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
