Wealth Management Consultant (West Region)

Cetera Financial Group • 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.
• Travel Requirements: Up to 50% for Advisor Facing Engagements & Strategic Cetera Events.

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.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Number of Employees: 501-1,000 employees