Wealth Management Specialist

Cetera Financial Group • El Segundo, CA

16d • $75,000 - $85,000 • Hybrid

About The Position

The Wealth Management Specialist is responsible for the initial engagement of 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

• High School diploma or equivalent mix of education & experience
• Minimum 5 years of Service, Relationship and/or Sales Experience
• SIE and Series 6 Licenses

Nice To Haves

• Series 7 and series 63 (63/65 combo) preferred

Responsibilities

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

What This Job Offers

• Job Type: Full-time
• Education Level: High school or GED