Wealth Management Specialist

Cetera • El Segundo, CA

4d • $75,000 - $85,000 • Hybrid

About The Position

The Wealth Management Specialist is responsible for the initial engagement of subset advisors in the assigned Growth Team region, connecting advisors to Center of Excellence and Sales Enablement teams. They provide support to the Growth Team in the delivery of value-added programs and communications to all Tier levels of advisors. This is a hybrid role for one of our primary office locations: Dallas & El Segundo.

Requirements

• Bachelor’s Degree
• Minimum 5 years of Service, Relationship and/or Sales Experience
• SIE and Series 7 & 66 licenses

Responsibilities

• Establish the subset advisor's relationship with the Sales Enablement team(s) that deliver comprehensive sales support directly to subset advisors & their staff.
• For subset 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 the 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 subset advisors.
• Provide post-engagement support to Wealth Management Consultants & Regional Growth Team Leader.

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