Wealth Management Specialist

Cetera • Dallas, TX

1d • Hybrid

About The Position

The Wealth Management Specialist at Cetera Financial Group supports a portfolio of independent financial advisors by helping them adopt Cetera tools, resources, and growth programs that improve business performance and client outcomes. The role builds trusted relationships with advisors and their staff, partners with onboarding and sales support teams, and helps remove barriers to progress. Success is measured by advisor engagement, timely adoption of key platforms and processes, and advisor satisfaction and retention.

The specialist owns engagement for a defined advisor portfolio, tracks adoption of growth tools and programs, coordinates support to resolve roadblocks, and helps ensure transitions and platform usage are completed accurately and on schedule. The role plans and delivers advisor communications and enablement activities, including training sessions and webinars, and supports Wealth Management Consultants and regional leaders with follow-ups and updates. The position maintains activity tracking and reporting in CRM and collaboration tools. Travel of up to 15% is expected for advisor-facing engagements and strategic events. The schedule is standard business hours aligned to the assigned region.

Requirements

• Bachelor’s degree in Business, Finance, or a related field.
• 5+ years of experience in sales, relationship management, advisor support, or client service within financial services or wealth management.
• SIE and Series 7 required.
• Strong relationship management and communication skills.
• Ability to influence without authority.
• Project management and organizational capabilities.
• Proficiency in CRM systems, Excel, and collaboration tools.
• Ability to manage multiple priorities and drive outcomes in a fast-paced, advisor-facing environment.

Nice To Haves

• Series 66 or ability to obtain.
• Experience working with financial advisors, broker-dealers, or RIA platforms.
• Familiarity with advisor growth strategies, onboarding, and sales enablement models.
• Experience using CRM tools such as Salesforce and collaboration platforms such as Microsoft Teams.

Responsibilities

• Own engagement for a defined portfolio of advisors by building relationships, understanding business needs, and connecting advisors to appropriate Cetera resources.
• Drive adoption of growth tools and programs by tracking progress, identifying roadblocks, and coordinating support to ensure advisors achieve key milestones.
• Partner with onboarding and sales support teams to help ensure transitions and platform usage are completed accurately and within expected timelines.
• Build relationships with advisor staff and internal partners to improve day-to-day experience, responsiveness, and outcomes for advisors and their clients.
• Plan and deliver scalable advisor communications and enablement activities, including training sessions and webinars, to increase usage of core solutions.
• Support Wealth Management Consultants and regional leaders by coordinating follow-ups, preparing updates, and ensuring continuity after advisor engagements.
• Identify opportunities to connect advisors with subject matter experts to accelerate issue resolution and adoption of products, platforms, and services.
• Maintain accurate activity tracking and reporting in CRM and collaboration tools to support visibility, prioritization, and continuous improvement.

Benefits

• Inclusive health, dental, vision, and life insurance plans.
• Mental health benefits.
• 20+ days of paid time off, paid holidays, and 2 paid wellness days.
• 401(k) savings plan with a company contribution of up to 5%.
• Paid parental leave for birth, adoption, and fostering.
• Health Savings Account and Flexible Spending Account options.
• Employee Assistance Program (EAP).
• LifeLock identity theft protection.
• Pet insurance.
• Paid caregiver leave.
• Other voluntary benefits.

What This Job Offers

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