Wealth Management Consultant

Cetera • San Diego, CA

2d

About The Position

The Wealth Management Consultant partners directly with financial advisors and their practices to help grow their businesses and improve client outcomes. The role provides hands-on consulting in business planning, client segmentation, service models, and operational efficiency. Working closely with Regional Growth, Sales Enablement, and internal specialists, the Consultant connects advisors with 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.

The position also supports advisor onboarding and transitions, analyzes performance data and industry trends, and delivers training and group engagements. The work environment may be hybrid or remote, aligned to regional responsibilities, with travel based on advisor coverage and engagement needs.

Requirements

• Bachelor’s degree in Business, Finance, or a related field.
• 5 or more years of experience in financial services, wealth management, consulting, or advisor-facing roles, including advisor coaching.
• Experience within a financial institution investment program or in relationship management at a broker-dealer.
• FINRA Series 7 and Series 63/65 or Series 66 licenses.
• Strong consultative and relationship management skills.
• Ability to analyze an 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 stakeholders without direct authority.
• Strong analytical and problem-solving skills.

Responsibilities

• Partner with financial advisors to assess business performance and develop actionable plans that drive asset growth, productivity, and client engagement.
• Provide consulting on practice management topics, including client segmentation, service models, staffing structure, and operational efficiency.
• Lead regular business reviews to evaluate advisor performance, track progress against goals, and recommend strategic adjustments.
• Identify growth opportunities 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 connecting advisors with appropriate resources and reinforcing best practices.
• Collaborate with Regional Growth Teams, Sales Enablement, and internal subject matter experts to deliver integrated solutions.
• Support advisor onboarding and transitions, helping ensure successful integration into Cetera platforms and alignment with 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 the scalability and effectiveness of advisor growth initiatives.

Benefits

• Inclusive health, dental, vision, and life insurance plans.
• Mental health benefits.
• 20+ days of paid time off, paid holidays, and two paid wellness days.
• 401(k) savings plan with a company contribution of up to 5%.
• Paid parental leave for birth, adoption, and fostering.
• Health Savings Account and Flexible Spending Account options.
• Employee Assistance Program, identity theft protection through LifeLock, pet insurance, and other voluntary benefits.
• Paid caregiver leave.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level