Wealth Management Specialist

Cetera • Dallas, TX

1d

About The Position

The Wealth Management Specialist is responsible for the initial engagement of Tier 3 advisors in the assigned Growth Team region, connecting advisors to Center of Excellence and Sales Enablement teams. Provide support to the Growth Team in delivery of value-added programs and communications to all Tier levels of advisors.

Requirements

• Bachelor’s Degree
• Minimum 5 years of Service, Relationship and/or Sales Experience
• SIE and Series 7 Licenses

Responsibilities

• Establish the Tier 3 advisor relationship with the Sales Enablement team(s) that deliver comprehensive sales support directly to Tier 3 advisors & their staff.
• For Tier 2 & Tier 1 advisors, follow up on growth plans and roadmaps progress, tackling roadblocks and encouraging adoption and milestone achievement.
• Create a value-add relationship with advisor back-office support with purpose of gaining trust, improving relationships (end client), satisfaction and retention.
• Work in collaboration with business development onboarding and sales enablement teams to ensure verified assets are realized on Cetera platform(s) within defined timeframes.
• Curate value line driver focused one-to-many webinars for Tier 2 & 3 advisors.
• Provide post-engagement support to Wealth Management Consultants & Regional Growth Team Leader.

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