Wealth Management Consultant

Cetera • Dallas, TX

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 across business planning, client segmentation, service models, and operational efficiency. The Consultant works with Regional Growth, Sales Enablement, and internal specialists to connect advisors with tools, platforms, and solutions that drive measurable results. Success is measured by advisor growth, increased adoption of Cetera solutions, improved productivity, and advisor satisfaction and retention. The role also supports advisor onboarding and transitions, analyzes performance data and industry trends, and delivers training and group engagements. Travel is based on advisor coverage and engagement needs.

Requirements

• Bachelor’s degree in Business, Finance, or a related field.
• At least 5 years of experience in financial services, wealth management, consulting, or advisor-facing roles.
• Strong consultative and relationship management skills.
• Ability to analyze advisor 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.
• Travel based on advisor coverage and engagement needs.

Nice To Haves

• Experience in the independent broker-dealer or RIA environment.
• Experience in business consulting, practice management, or advisor coaching.
• FINRA Series 7 and 63/65 or 66 licenses.

Responsibilities

• Partner with financial advisors to assess business performance and develop actionable plans that drive asset growth, productivity, and client engagement.
• Provide practice management guidance on 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.
• 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.
• Support advisor onboarding and transitions, including 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 the continuous improvement of consulting programs, tools, and approaches to increase the scalability and effectiveness of advisor growth initiatives.

Benefits

• Competitive salary.
• Health, dental, vision, and life insurance plans.
• Mental health benefits.
• 20+ days of paid time off, paid holidays, and 2 paid wellness days.
• 401(k) savings plan with company contributions up to 5%.
• Paid parental leave for birth, adoption, and fostering.
• Health Savings Account and Flexible Spending Account options.
• Employee Assistance Program (EAP).
• LifeLock identity theft protection.
• Pet insurance.
• Paid caregiver leave.
• Other voluntary benefits.

What This Job Offers

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