Wealth Management Consultant

Cetera • United States,

9h • $85,000 - $110,000 • Remote

About The Position

As a Wealth Management Consultant, you play a vital role in mentoring and supporting financial advisors who drive the success of our program, partnering with and providing tailored services to financial institutions, including banks and credit unions. You will provide guidance, mentorship and hands-on support, you equip advisors with the tools and insights needed to build strong, lasting relationships with financial institutions. Serving as a trusted partner, you will mentor, coach, and support advisors through the full sales cycle, ensuring they effectively engage with financial institutions, foster meaningful connections, and seamlessly integrate wealth management solutions that drive success for both advisors and their institutional partners. This role is fully remote (from West Coast) the successful candidate is required to be located in the western part of the country with the ability to travel to the west coast including Southern California, Washington and Oregon, as well as other locations in the west.

Requirements

• Bachelor's degree in a relevant field.
• Minimum of 5 years of experience in wealth management or banking, with a background as a Sr. Financial Advisor, Relationship Manager, Investment manager, Sale manager or Program manager.
• Active FINRA licenses: Series 7, 66 (or 63 & 65), and/or 24.

Nice To Haves

• Financial Sales Cycle Management
• Strategic Client Segmentation
• Relationship-Building with Financial Institutions
• Coaching and Advisory Leadership
• Sales Pipeline and Activity Management
• Investment Solutions and Wealth Strategies

Responsibilities

• Serve as the primary owner of advisor relationships, guiding them through the Cetera value proposition experience across the advisor life cycle.
• Develop and execute comprehensive financial sales cycle engagement plans, managing the sales funnel and pipeline from initial discovery to completion.
• Drive organic growth, satisfaction, and retention of advisors by ensuring their successful implementation of Cetera’s financial platforms, solutions, and coaching programs.
• Lead strategic client segmentation efforts, identifying and prioritizing key financial institutions and advisor partnerships to optimize business opportunities.
• Collaborate with business development, onboarding, and sales enablement teams to accelerate verified asset adoption within defined timeframes.
• Actively facilitate advisor connections with subject matter experts to enhance investment solution adoption, financial planning strategies, and wealth management offerings.
• Strengthening relationships with financial institutions and advisors through tailored coaching, providing strategic insights and best practices for long-term success.
• Ensure seamless advisor support and resolution in partnership with the Service Escalation Specialist, reinforcing trust and efficiency in wealth management operations.

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.

What This Job Offers

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