Wealth Management Specialist

Cetera Financial Group; Dallas (TX); On-site; USD 90,000 - 125,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

Life insurance

Paid time off

401(k) with company match

Parental leave

Health Savings Account

Employee Assistance Program

Wellness days

Job summary

Cetera Financial Group in the United States seeks a Wealth Management Specialist to support a portfolio of independent financial advisors by helping them adopt Cetera tools and growth programs. The role builds trusted relationships with advisors and staff, partnering with onboarding and sales support to remove blockers and accelerate adoption.

The position emphasizes advisor engagement, timely platform adoption, and measuring satisfaction and retention, while coordinating trainings,

Qualifications

• Bachelor’s degree in Business, Finance, or related field with relevant work experience.
• SIE and Series 7 required.

Responsibilities

• Own engagement for a defined portfolio of advisors by building relationships and connecting them to Cetera resources.
• Drive adoption of growth tools and programs by tracking progress and removing roadblocks.
• Partner with onboarding and sales support teams to ensure accurate platform usage and timely transitions.
• Build strong relationships with advisor staff and internal partners to improve day-to-day experience and outcomes.
• Plan and deliver scalable advisor communications and enablement activities, including training sessions and webinars.
• Coordinate follow-ups and updates to support continuity after advisor engagements.
• Identify opportunities to connect advisors with subject matter experts to accelerate adoption of products and services.
• Maintain accurate activity tracking and reporting in CRM and collaboration tools.

Skills

Relationship management

Communication

Influence without authority

Project management

Organizational skills

CRM proficiency

Excel

Collaboration tools

Multitasking

Education

Bachelor’s Degree in Business, Finance, or related field

Tools

Salesforce

Microsoft Teams

Job description

Job Description

The Wealth Management Specialist at Cetera Financial Group supports a portfolio of independent financial advisors by helping them adopt Cetera tools, resources, and growth programs that improve business performance and client outcomes. This role builds trusted relationships with advisors and their staff, partners closely with onboarding and sales support teams, and helps remove barriers that slow progress. Success is measured by strong advisor engagement, timely adoption of key platforms and processes, and overall advisor satisfaction and retention.

Job Description

The Wealth Management Specialist at Cetera Financial Group supports a portfolio of independent financial advisors by helping them adopt Cetera tools, resources, and growth programs that improve business performance and client outcomes. This role builds trusted relationships with advisors and their staff, partners closely with onboarding and sales support teams, and helps remove barriers that slow progress. Success is measured by strong advisor engagement, timely adoption of key platforms and processes, and overall advisor satisfaction and retention.

What Will You Do

• Own engagement for a defined portfolio of advisors by building relationships, understanding business needs, and connecting them to appropriate Cetera resources.
• Drive adoption of growth tools and programs by tracking progress, identifying roadblocks, and coordinating support to ensure advisors achieve key milestones.
• Partner with onboarding and sales support teams to help ensure transitions and platform usage are completed accurately and within expected timelines.
• Build strong relationships with advisor staff and internal partners to improve day-to-day experience, responsiveness, and overall outcomes for advisors and their clients.
• Plan and deliver scalable advisor communications and enablement activities, including training sessions and webinars, to increase usage of core solutions.
• Support Wealth Management Consultants and regional leaders by coordinating follow-ups, preparing updates, and ensuring continuity after advisor engagements.
• Identify opportunities to connect advisors with subject matter experts to accelerate issue resolution and adoption of products, platforms, and services.
• Maintain accurate activity tracking and reporting in CRM and collaboration tools to support visibility, prioritization, and continuous improvement.

What You Need To Have

• Bachelor’s Degree in Business, Finance, or related field 5+ years of experience in sales, relationship management, advisor support, or client service within financial services or wealth management
• SIE and Series 7 required

Preferred Qualifications

• Series 66 or ability to obtain
• Experience working with financial advisors, broker-dealers, or RIA platformsFamiliarity with advisor growth strategies, onboarding, and sales enablement models
• Experience using CRM tools such as Salesforce and collaboration platforms such as Microsoft Teams
• Travel: Up to 15% for advisor-facing engagements and strategic events
• Schedule: Standard business hours aligned to assigned region

Job Specific Skills

Strong relationship management and communication skills; ability to influence without authority; project management and organizational capabilities; proficiency in CRM systems, Excel, and collaboration tools; ability to manage multiple priorities and drive outcomes in a fast-paced, advisor-facing environment

Other Requirements

• Travel: Up to 15% for advisor-facing engagements and strategic events
• Schedule: Standard business hours aligned to assigned region

About Us

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 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.

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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