Wealth Management Specialist

Cetera Financial Group • Dallas, TX

23h • Onsite

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 team. 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.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level