Remote Wealth Management Growth Consultant

Cetera Financial Group; San Diego (CA); Hybrid; USD 85,000 - 115,000; Full time

Benefits offered by this job

Health, dental, vision, and life plans

Paid time off and holidays

401(k) with company match

Job summary

Cetera Financial Group, in San Diego, seeks a Wealth Management Consultant to partner with financial advisors, assess business performance, and drive asset growth. You will deliver practice-management guidance, segmentation, and operational improvements while coordinating with internal experts to expand advisor success.

The role emphasizes collaboration across regional teams, advisor onboarding support, and data-driven recommendations to enhance outcomes and retention.

Qualifications

• Bachelor’s degree in business, finance, or related field.
• 5+ years in financial services, wealth management, consulting, or advisor-facing roles.
• Experience within a financial institution investment program or in relationship management at a broker dealer.
• FINRA Series 7 and 63/65 or 66 licenses.

Responsibilities

• Partner with advisors to assess performance and create plans that drive asset growth.
• Deliver guidance on practice management, client segmentation, staffing, and efficiency.
• Lead regular business reviews to track progress and adjust strategy.
• Identify growth opportunities and connect advisors with investment solutions.
• Drive adoption of Cetera platforms and best practices.
• Collaborate with Regional Growth Teams to deliver integrated solutions.
• Support advisor onboarding and transitions onto Cetera platforms.
• Analyze advisor performance data and industry trends.
• Deliver training sessions and workshops to enhance advisor capabilities.
• Contribute to continuous improvement of consulting programs.

Skills

Consultative skills

Relationship management

Advisory knowledge

Communication skills

Influence without authority

Analytical skills

Education

Bachelor's degree in business, Finance, or related field

Job description

Cetera Financial Group, in San Diego, seeks a Wealth Management Consultant to partner with financial advisors, assess business performance, and drive asset growth. You will deliver practice-management guidance, segmentation, and operational improvements while coordinating with internal experts to expand advisor success.

The role emphasizes collaboration across regional teams, advisor onboarding support, and data-driven recommendations to enhance outcomes and retention.