Platform Consultant: Advisor Enablement & Training

Cetera Financial Group; Dallas (TX); On-site; USD 70,000 - 95,000; Full time

Benefits offered by this job

Health insurance

Mental health benefits

PTO & holidays (20+ days)

401(k) with company match

Paid parental leave

HSA/FSA options

Employee Assistance Program (EAP)

Pet insurance

Job summary

Cetera Financial Group is seeking a Platform Consultant to serve as a subject matter expert and independent contributor. You will deliver consulting engagements, develop educational content, and drive platform adoption across advisors and internal teams while operating with a high degree of autonomy.

You will collaborate with Training, Marketing, Compliance, and Service to create content, run webinars, and support platform adoption.

Qualifications

• 3–5 years in financial services tech, consulting, or platform roles.
• 1–2 years hands-on use of MAA (Envestnet).
• Ability to work independently and take initiative.
• Understanding of MAA workflows (model building, proposals, accounts, trading, reporting).
• Strong communication with technical and non-technical stakeholders.

Responsibilities

• Develop proficiency in MAA core and advanced features.
• Deliver consulting, training, and webinars independently.
• Create and maintain education content and enablement materials.
• Collaborate across departments and coordinate cross-team efforts.
• Conduct 1:1 advisor consults and deliver channel trainings and webinars.
• Document advisor engagements in Salesforce CRM.
• Contribute to consulting frameworks and delivery materials.

Skills

Independent work

Platform expertise

Webinars & training

Cross-functional

Analytical thinking

Tools

Salesforce CRM

MAA Envestnet

Job description

Cetera Financial Group is seeking a Platform Consultant to serve as a subject matter expert and independent contributor. You will deliver consulting engagements, develop educational content, and drive platform adoption across advisors and internal teams while operating with a high degree of autonomy.

You will collaborate with Training, Marketing, Compliance, and Service to create content, run webinars, and support platform adoption.