Advisor Engagement & Enablement Specialist

Cetera Financial Group; Dallas (TX); On-site; USD 90,000 - 125,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

Life insurance

Paid time off

401(k) with company match

Parental leave

Health Savings Account

Employee Assistance Program

Wellness days

Job summary

Cetera Financial Group in the United States seeks a Wealth Management Specialist to support a portfolio of independent financial advisors by helping them adopt Cetera tools and growth programs. The role builds trusted relationships with advisors and staff, partnering with onboarding and sales support to remove blockers and accelerate adoption.

The position emphasizes advisor engagement, timely platform adoption, and measuring satisfaction and retention, while coordinating trainings,

Qualifications

• Bachelor’s degree in Business, Finance, or related field with relevant work experience.
• SIE and Series 7 required.

Responsibilities

• Own engagement for a defined portfolio of advisors by building relationships and connecting them to Cetera resources.
• Drive adoption of growth tools and programs by tracking progress and removing roadblocks.
• Partner with onboarding and sales support teams to ensure accurate platform usage and timely transitions.
• Build strong relationships with advisor staff and internal partners to improve day-to-day experience and outcomes.
• Plan and deliver scalable advisor communications and enablement activities, including training sessions and webinars.
• Coordinate follow-ups and updates to support continuity after advisor engagements.
• Identify opportunities to connect advisors with subject matter experts to accelerate adoption of products and services.
• Maintain accurate activity tracking and reporting in CRM and collaboration tools.

Skills

Relationship management

Communication

Influence without authority

Project management

Organizational skills

CRM proficiency

Excel

Collaboration tools

Multitasking

Education

Bachelor’s Degree in Business, Finance, or related field

Tools

Salesforce

Microsoft Teams

Job description

Cetera Financial Group in the United States seeks a Wealth Management Specialist to support a portfolio of independent financial advisors by helping them adopt Cetera tools and growth programs. The role builds trusted relationships with advisors and staff, partnering with onboarding and sales support to remove blockers and accelerate adoption.

The position emphasizes advisor engagement, timely platform adoption, and measuring satisfaction and retention, while coordinating trainings,