Hybrid Advisor Support & Training Specialist

Cetera Financial Group Inc; Dallas (TX); Hybrid; USD 68,000 - 86,000; Full time

Job summary

Cetera is seeking an Elite Service Professional in Dallas, TX, to support MVP Advisor Service with exceptional client service and operational expertise. The role offers a potential hybrid schedule after training and requires strong multi-tasking and coaching abilities.

Responsibilities include guiding clients, resolving complex inquiries, and mentoring teammates while using CRM tools to record requests and monitor progress. A collaborative, client-centric mindset is essential.

Qualifications

• Bachelor's Degree is required.
• Strong communication and organizational abilities.
• Experience in financial services a plus.

Responsibilities

• Cultivate relationships with advisors, teams, and clients.
• Serve as primary contact and guide clients through journeys.
• Address brokerage operations and advisory account queries.
• Support advisors with productivity and training using tech tools.
• Utilize CRM to track service requests and follow up.
• Provide in person/virtual training and mentor peers.

Skills

Customer service

Communication

Multi-tasking

Coaching

Problem resolution

Team leadership

Education

Bachelor's Degree

High School Diploma or GED

Tools

MS Office

Job description

Cetera is seeking an Elite Service Professional in Dallas, TX, to support MVP Advisor Service with exceptional client service and operational expertise. The role offers a potential hybrid schedule after training and requires strong multi-tasking and coaching abilities.

Responsibilities include guiding clients, resolving complex inquiries, and mentoring teammates while using CRM tools to record requests and monitor progress. A collaborative, client-centric mindset is essential.