Wealth Management 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

Job Description

The Wealth Management Consultant partners directly with financial advisors and their practices to help grow their business and improve client outcomes. This role provides hands‑on consulting across areas such as business planning, client segmentation, service models, and operational efficiency. The Consultant works closely with Regional Growth, Sales Enablement, and internal specialists to connect advisors with the tools, platforms, and solutions that drive measurable results. Success is measured by advisor growth, increased adoption of Cetera solutions, improved productivity, and strong advisor satisfaction and retention.

What You Will Do

• Partner with financial advisors to assess business performance and develop actionable plans that drive asset growth, productivity, and client engagement.
• Deliver consulting guidance on practice management topics, including client segmentation, service models, staffing structure, and operational efficiency.
• Lead regular business reviews with advisors to evaluate performance, track progress against goals, and recommend strategic adjustments.
• Identify growth opportunities within advisor practices and connect advisors with investment solutions, advice offerings, and Cetera platforms that support business expansion.
• Drive adoption of Cetera platforms, tools, and growth solutions by aligning advisors with appropriate resources and reinforcing best practices.
• Collaborate with Regional Growth Teams, Sales Enablement, and internal subject matter experts to deliver integrated solutions that support advisor success.
• Support advisor onboarding and transitions by helping ensure successful integration into Cetera platforms and alignment to growth expectations.
• Analyze advisor performance data and industry trends to prioritize opportunities and inform recommendations.
• Deliver training sessions, workshops, and group engagements to enhance advisor capabilities and promote best practices.
• Contribute to continuous improvement of consulting programs, tools, and approaches to increase scalability and effectiveness of advisor growth initiatives.

What You Need To Have

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

Job Specific Skills

• Strong consultative and relationship management skills
• Ability to analyze advisor’s business performance and develop actionable recommendations
• Knowledge of wealth management products, platforms, and advisory practices
• Strong communication and presentation skills
• Ability to influence without direct authority across stakeholders
• Strong analytical and problem‑solving skills

Other Requirements

• Travel based on advisor coverage and engagement needs
• Hybrid or remote work environment aligned to regional responsibilities

Compensation

The base annual salary range for this role is $85,000 to $115,000 plus a competitive incentive compensation plan. 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 annual 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 fostering.
• 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.
• Paid caregiver leave to provide time away from work when caring for an ill or recovering family member.
• Additional benefits such as an Employee Assistance Program (EAP), identity theft protection (LifeLock), pet insurance, and other voluntary benefits to provide extra peace of mind

About Cetera

Cetera Financial Group ® (Cetera) is a leading network of independent retail broker‑dealers and registered investment advisers 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 and a leading provider of retail services to the investment programs of banks and credit unions. 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 (Cetera) is a network of independent retail firms, including those that are members of FINRA/SIPC: Cetera Advisors LLC; Cetera Wealth Services, LLC (formerly known as Cetera Advisor Networks); Cetera Investment Services LLC (marketed as Cetera Financial Institutions or Cetera Investors); and Cetera Financial Specialists LLC. Entities registered as investment advisers with the Securities and Exchange Commission include Cetera Investment Management LLC and Cetera Investment Advisers LLC. Cetera's principal office is located at 655 W. Broadway, 11th Floor, San Diego, CA 92101. Avantax Planning Partners, Inc. is an SEC registered investment adviser within the Aretec Group, Inc. (dba Cetera Holdings, an affiliate of Cetera). All the referenced entities are under common ownership.

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.

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