Wealth Management Consultant

Cetera

9h • Onsite

About The Position

The Wealth Management Consultant is responsible for engaging, building and managing relationships with Tier 2 advisors in the assigned region.

Requirements

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

Responsibilities

• Primary owner of the Tier 2 advisor relationship working with Cetera value proposition experience throughout the advisor life cycle.
• Responsible for developing & executing regular engagement plans and managing sales funnel / pipeline from discovery to completion.
• Fuel organic growth, engagement, satisfaction and retention of advisors through their adoption of Cetera growth tools, platforms and solutions.
• Work in collaboration with business development onboarding and sales enablement teams to ensure verified assets are realized on Cetera platform(s) within defined timeframes.
• Actively identify and/or create opportunities to connect the Advisor with subject matter experts to drive product adoption of investment solutions, advice offerings, and Cetera platforms.
• Ensure clear lines of support and resolution between the Advisor and other Cetera functions to ensure Advisor needs are being met through partnership with the Service Escalation Specialist.

Benefits

• Inclusive health, dental, vision and life insurance plans
• Mental health benefits
• 20 plus days of paid time off (PTO)
• Paid holidays
• 2 paid wellness days
• 401(k) Savings plan with a generous company contribution (up to 5%)
• Access to a financial professional
• Paid parental leave
• Health Savings Account options
• Flexible Spending Account options
• Employee Assistance Program (EAP)
• LifeLock
• Pet Insurance

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Number of Employees: 251-500 employees