Wealth Management Consultant

Cetera Financial Group•San Diego, CA

1d•$85,000 - $115,000

About The Position

The Wealth Management Consultant partners directly with financial advisors and their practices to help grow their business 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 position may be performed in a hybrid or remote work environment aligned to regional responsibilities, with travel based on advisor coverage and engagement needs. Compensation includes a base annual salary of $85,000 to $115,000 and a competitive incentive compensation plan. Base salary depends on factors including skills, experience, certifications, location, and geography-related labor costs.

Requirements

Bachelor’s degree in business, finance, or a related field.
5+ 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 63/65 or 66 licenses.
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 without direct authority across stakeholders.
Strong analytical and problem-solving skills.
Travel based on advisor coverage and engagement needs.

Responsibilities

Partner with financial advisors to assess business performance and develop actionable plans that drive asset growth, productivity, and client engagement.
Provide consulting guidance on practice management, including client segmentation, service models, staffing structure, and operational efficiency.
Lead regular business reviews with advisors to evaluate performance, track progress against goals, and recommend strategic adjustments.
Identify growth opportunities within advisor practices 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 supporting advisor success.
Support advisor onboarding and transitions by helping ensure 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 scalability and effectiveness of advisor growth initiatives.