Wealth Management Consultant

This is a fully remote position, open to applicants in California, +2 more states.

📋 Description

• Act as the primary steward of advisor relationships, guiding them through the Cetera value proposition experience throughout the advisor life cycle.

• Design and implement comprehensive financial sales cycle engagement strategies, overseeing the sales funnel and pipeline from initial discovery to conclusion.

• Foster organic growth, satisfaction, and retention of advisors by ensuring their effective utilization of Cetera’s financial platforms, solutions, and coaching programs.

• Spearhead strategic client segmentation initiatives, identifying and prioritizing key financial institutions and advisor partnerships to enhance business prospects.

• Collaborate with business development, onboarding, and sales enablement teams to expedite verified asset adoption within designated timeframes.

• Proactively facilitate advisor connections with subject matter experts to bolster investment solution adoption, financial planning strategies, and wealth management offerings.

• Strengthen ties with financial institutions and advisors through customized coaching, providing strategic insights and best practices for sustained success.

• Guarantee seamless advisor support and resolution in collaboration with the Service Escalation Specialist, reinforcing trust and efficiency in wealth management operations.

⛳️ Requirements

• A bachelor's degree in a relevant discipline.

• At least 5 years of experience in wealth management or banking, with a background as a Senior Financial Advisor, Relationship Manager, Investment Manager, Sales Manager, or Program Manager.

• Active FINRA licenses: Series 7, 66 (or 63 & 65), and/or 24.

🏝️ Benefits

• Comprehensive health, dental, vision, and life insurance plans designed to accommodate diverse lifestyles, provide preventative care, and safeguard against hardship.

• Accessible mental health benefits to support our team members and their families where they are.

• More than 20 days of paid time off (PTO), paid holidays, and 2 paid wellness days to ensure our employees have the time needed to connect with loved ones, recharge, and contribute to their communities.

• 401(k) Savings plan with a generous company contribution (up to 5%), along with access to a financial professional to help our employees plan for a secure financial future beyond their working years.

• Paid parental leave to assist all team members with birth, adoption, and fostering.

• Health Savings and Flexible Spending Account options to enable savings on healthcare, daycare, commuting, and more.

• Employee Assistance Program (EAP), LifeLock, Pet Insurance, and additional benefits.