Wealth Management Consultant (West Region)

Cetera • Dallas, TX

1d • $80,000 - $100,000 • Remote

About The Position

Cetera Financial Group (CFG) is seeking a Wealth Management Consultant who will
be responsible for engaging, building, and managing relationships with Advisors
in the assigned region. This is a remote role, and candidates must be located in
the West Region (CA, OR, WA). Our primary focus for location preferred would be
CA but will consider all qualifying candidates within the required region. High
concentration areas of travel will be Seattle, WA | San Francisco, CA | Orange
County, CA.

Requirements

• Bachelor’s Degree.
• Minimum 6 years of Relationship & Sales Experience.
• Series 7, 66, or 63/65 combo, and/or 24 FINRA Licenses.

Responsibilities

• Serve as the primary owner of the Advisor relationship, proactively delivering the Cetera value proposition throughout the advisor life cycle.
• Develop and execute proactive engagement plans, consistently managing the sales funnel from initial discovery through to completion.
• Drive organic growth and advisor retention by actively promoting adoption of Cetera’s growth tools, platforms, and solutions.
• Collaborate closely with business development, onboarding, and sales enablement teams to ensure verified assets are transitioned to Cetera platforms within defined timeframes.
• Proactively identify and create opportunities to connect Advisors with subject matter experts, accelerating adoption of investment solutions, advice offerings, and platform capabilities.
• Ensure seamless support and resolution by partnering with the Service Escalation Specialist, maintaining clear communication channels between Advisors and internal Cetera functions.

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: Mid Level
• Number of Employees: 251-500 employees