Advisor Support Lead: Onboarding & Escalations

Cetera Financial Group; Dallas (TX); Hybrid; USD 84,000 - 124,000; Full time

Benefits offered by this job

Health insurance

401(k) plan

Paid time off

Parental leave

Job summary

Cetera Financial Group in Dallas, TX is seeking a Supervisor, Advisor Support to lead a team delivering operational and onboarding support to financial professionals. You will drive performance, coach staff, and partner with Compliance and Operations to ensure high-quality advisor experiences.

The role requires strong leadership, cross-functional collaboration, and experience in advisor support. Hybrid work with some travel and a competitive base salary is offered.

Qualifications

• Bachelor’s degree in business administration, Finance, Management, or related field.
• 5+ years in financial services, advisor support, operations, or related business support with leadership experience.
• Experience supporting independent advisors, branch offices, or wealth management organizations.
• Experience with onboarding, transitions, operations, and service support functions.
• Experience partnering with Compliance, Supervision, Licensing, and Operations teams.

Responsibilities

• Lead, coach, and develop Advisor Support Specialists and Senior Advisor Support Associates.
• Manage team workload, capacity planning, and resource allocation to support advisor needs.
• Establish service standards, performance expectations, and support processes across the team.
• Serve as the primary escalation point for complex advisor support, service, and operational issues.
• Oversee advisor onboarding, transitions, and integration activities to ensure a seamless experience.
• Build and maintain strong relationships with advisors, branch personnel, and internal business partners.
• Coordinate with Compliance, Supervision, Licensing, Operations, and other support teams to facilitate issue resolution.
• Monitor service performance, identify trends, and implement process improvements to enhance efficiency and advisor satisfaction.
• Ensure accurate, consistent, and timely delivery of advisor support services.
• Provide leadership with insights, recommendations, and reporting related to advisor support operations and service effectiveness.

Skills

Leadership

Team coaching

Capacity planning

Relationship building

Cross-functional collaboration

Education

Bachelor’s degree in business administration/finance/management

Job description

Cetera Financial Group in Dallas, TX is seeking a Supervisor, Advisor Support to lead a team delivering operational and onboarding support to financial professionals. You will drive performance, coach staff, and partner with Compliance and Operations to ensure high-quality advisor experiences.

The role requires strong leadership, cross-functional collaboration, and experience in advisor support. Hybrid work with some travel and a competitive base salary is offered.