Wealth Management Specialist

Cetera Financial Group • Saint Cloud, MN

271d • $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 advisors. This is a hybrid role, 2 days weekly in office. Candidates must be near Dallas, TX or Des Moines, IA or St Cloud, MN office.

Requirements

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

Responsibilities

• Establish the advisor relationship with the Sales Enablement team(s) that deliver comprehensive sales support directly to advisors & their staff.
• For 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.

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+ days of paid time off (PTO), paid holidays, 1 paid wellness day and 1 day of paid volunteer time off (VTO).
• 401(k) Savings plan with a generous company contribution (up to 5%).
• Paid parental leave to support all team members with birth, adoption, and foster.
• Health Savings and Flexible Spending Account options.
• Employee Assistance Program (EAP), LifeLock, Pet Insurance and more.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Industry: Securities, Commodity Contracts, and Other Financial Investments and Related Activities
• Education Level: Bachelor's degree