Advisor Experience Specialist

Cetera Financial Group; Saint Cloud (MN); On-site; USD 50,000 - 80,000; Full time

Benefits offered by this job

Health, dental, and vision insurance

401(k) Savings plan with company contribution

20+ days paid time off

Employee Assistance Program

Job summary

A prominent financial services company is seeking an Advisor Experience Specialist to manage the advisor experience within their Regional Growth Team. This role includes driving adoption of AdviceWorks tools, collaborating with various teams to resolve escalated issues, and providing critical updates on service levels. The ideal candidate will have a minimum of 3 years of experience in service or sales support. The position offers a competitive salary range of $50,000 to $80,000, plus comprehensive benefits, including 20+ paid days off and health insurance.

Qualifications

• Minimum 3 years of Service, Sales Support and/or Relationship Service Experience.
• Bachelor’s Degree is preferred.
• SIE and Series 7 certifications are desired.

Responsibilities

• Drive adoption of AdviceWorks tools with advisors, practices, and firms.
• Provide updates on issue resolution to the Growth Team and Advisors.
• Manage service level agreements and ticketing issues.

Skills

Service experience

Sales support experience

Relationship service experience

Education

Bachelor’s Degree

Tools

AdviceWorks tools

Job description

Advisor Experience Specialist

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Job Description

The Advisor Experience Specialist is responsible for managing the advisor experience within the Regional Growth Team by providing relationship-driven escalation resolution and efficiency consultation to financial advisors, practices and firms in the assigned Region. Responsible for quarterbacking advisor escalations across enterprise functions and key contacts, routing and following issues to ensure and deliver resolution and adherence to issues within service level agreements.

Responsibilities

• Work with advisors, practices and firms to drive adoption of AdviceWorks tools and technology.
• Align and deploy internal resources, coaching, training & direct support to address identified productivity gaps.
• Responsible for driving efficiency with advisors, practices and firms to reduce escalations, lower NIGO, and increase AdviceWorks adoption.
• Receive & escalation and/or route advisor service and support issues across STTO, Case Management, Supervision, Compliance, Products Commissions, Trading, Licensing & Registration and other applicable teams for issues not resolved through normal service channels.
• Provide updates on issue resolution to Growth Team and Advisor(s) / Firm(s) involved.
• Responsible for managing SLAs, ticketing system status and ticketing issues that come from advisors through the Regional Growth Team for resolution.
• Works directly with a dedicated Service Officer for all service and operations escalations that are more complex in nature.

What You Need To Have

• Minimum 3 years of Service, Sales Support and/or Relationship Service Experience

What Is Nice To Have

• SIE and Series 7 (Desired)
• Bachelor’s Degree (Preferred)

Travel Requirements

Up to 10% for Face-to-Face Issue Resolutions & Proactive Efficiency Engagements If Needed.

Compensation Range

The base annual salary range for this role is $50,000 to $80,000, plus a competitive performance-based bonus. Base annual salary depends on a wide array of factors, including but not limited to skill set, years and depth of experience, certifications, and location. Base salary may also differ significantly due to geography and cost of labor considerations.

What We Give You In Return

Not many teams can say that they support people’s dreams coming to life… We happen to do that every day. And as important as we know your career is, we recognize that there’s a whole lot more to life. To ensure that our Employees can make the most of their time outside of working hours, we offer a competitive salary and for full‑time roles, a benefits package including:

• 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, and 2 paid wellness days to give our employees the time they need to stay close with their loved ones, recharge, and give back to their communities.
• 401(k) Savings plan with a generous company contribution (up to 5%), and access to a financial professional to offer our employees the opportunity to plan‑ahead for a strong financial future well beyond their working years.
• Paid parental leave to support all team members with birth, adoption, and foster.
• Health Savings and Flexible Spending Account options to help you save money on healthcare, daycare, commuting, and more.
• Employee Assistance Program (EAP), LifeLock, Pet Insurance and more.

About Cetera Financial Group

Cetera Financial Group® ("Cetera") is a leading network of independent retail broker‑dealers empowering the delivery of objective financial advice to individuals, families and company retirement plans across the country through trusted financial advisors and financial institutions. Cetera is one of the largest independent financial advisor networks in the nation by number of advisors, as well as a leading provider of retail services to the investment programs of banks and credit unions.

Through its multiple distinct firms, Cetera offers independent and institutions‑based advisors the benefits of a large, established broker‑dealer and registered investment adviser, while serving advisors and institutions in a way that is customized to their needs and aspirations. Advisor support resources offered through Cetera include award‑winning wealth management and advisory platforms, comprehensive broker‑dealer and registered investment adviser services, practice management support, and innovative technology.

Cetera Financial Group is committed to providing an equal employment opportunity for all applicants and employees. For us, this is the only acceptable way to do business. Accordingly, all employment decisions at Cetera Financial Group, including those relating to hiring, promotion, transfers, benefits, compensation, and placement, will be made without regard to race, color, ancestry, national origin, citizenship, age, physical and/or mental disability, medical condition, pregnancy, genetic characteristics, religion, religious dress and/or grooming, gender, gender identity, gender expression, sexual orientation, marital status, U.S. military status, political affiliation, or any other class protected by state and/or federal law.

Agencies please note: this recruitment assignment is being managed directly by Cetera’s Talent Acquisition team. We will reach out to our preferred agency partners in the rare instance we require additional talent options. Your respect for this process is appreciated.

Please review our Workforce Privacy Policy for further details on what information we collect and the purposes for collection.

Seniority level

Mid‑Senior level

Employment type

Full‑time

Job function

Other

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