Wealth Management Consultant

Cetera Financial Group; United States; Remote; USD 75,000 - 115,000; Full time

Job summary

An established industry player is seeking a Wealth Management Consultant to enhance relationships with Tier 2 advisors across the West Coast. This remote role involves strategic engagement and collaboration with business development teams, ensuring advisors effectively utilize the company's growth tools and solutions. With a focus on organic growth and advisor satisfaction, this position offers a unique opportunity to make a significant impact in the financial services sector. The company values work-life balance, providing a competitive salary and an extensive benefits package to support its employees' diverse lifestyles and aspirations.

Benefits

Health Insurance

Dental Insurance

Vision Insurance

401(k) Savings Plan

Paid Time Off

Paid Parental Leave

Employee Assistance Program

Flexible Spending Account

Qualifications

• Minimum 6 years of experience in relationship management and sales.
• Strong understanding of financial products and advisor engagement.

Responsibilities

• Manage relationships with Tier 2 advisors in the West Coast region.
• Develop and execute engagement plans to drive advisor satisfaction.

Skills

Relationship Management

Sales Experience

Client Engagement

Strategic Planning

Education

Bachelor’s Degree

Tools

Salesforce

CRM Software

Job description

At Cetera we need detailed thinkers to help us deliver quality to our clients. Cetera Financial Institutions is seeking a Wealth Management Consultant that isresponsible for engaging, building and managing relationships with Tier 2 advisors in the assigned West Coast region.

This position offers working remotely while supporting the West Coast region (CA, WA, OR) with up to 50% travel. Candidates must be available to work within Pacific and Mountain Time zones.

What will you do:

• Primary owner of the Tier 2 advisor relationship working with Cetera value proposition experience throughout the advisor life cycle.
• Responsible for developing & executing regular engagement plans and managing sales funnel / pipeline from discovery to completion.
• Fuel organic growth, engagement, satisfaction and retention of advisors through their adoption of Cetera growth tools, platforms and solutions.
• Work in collaboration with business development onboarding and sales enablement teams to ensure verified assets are realized on Cetera platform(s) within defined timeframes.
• Actively identify and/or create opportunities to connect the Advisor with subject matter experts to drive product adoption of investment solutions, advice offerings, and Cetera platforms.
• Ensure clear lines of support and resolution between the Advisor and other Cetera functions to ensure Advisor needs are being met through partnership with the Service Escalation Specialist.

What you will need to have:

• Bachelor’s Degree
• Minimum 6 years Relationship & Sales Experience

Licensing:

• Series 7, 66 (or 63 & 65) and /or 24 FINRA Licenses

Travel Requirements:

• Up to 50% for Advisor Facing Engagements & Strategic Cetera Events

Compensation:

The salary range for this role is $75,000 - $115,000, Variable Compensation which includes (Base Salary & Sales Incentive Commission Plan)Compensation packages are based on a wide array of factors unique to each candidate, including but not limited to a skill set, years and depth of experience, certifications, and specific office location. Compensation ranges may differ in differing locations due to the cost of labor considerations.

About Us

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 foster.
• 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.

Cetera Financial Group ("Cetera") is a leading network of independent retail broker-dealers 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 an independent financial advisor network and a leading provider of retail services to the investment programs of banks and credit unions.

Through its multiple distinct firms, Cetera offers independent and institutions-based advisors the benefits of a large, established broker-dealer and registered investment adviser, while serving advisors and institutions in a way that is customized to their needs and aspirations. 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 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 the 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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