Cetera Financial Group
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Wealth Management Specialist
role at
Cetera Financial Group
3 days ago Be among the first 25 applicants
Job Description The Wealth Management Specialist is responsible for the initial engagement of subset advisors in the assigned Growth Team region, connecting advisors to Center of Excellence and Sales Enablement team. Provide support to the Growth Team in delivery of value-added programs and communications to all Tier levels of advisors. This is a hybrid role, 2 days a week in the office. Candidates must be located near one of our offices: Currently we are targeting the Dallas, TX area as the primary office location. We will also consider qualifying applicants in the St. Paul, MN area as well.
What You Will Do
Establish the subset advisor's relationship with the Sales Enablement team(s) that deliver comprehensive sales support directly to subset advisors & their staff.
Follow up on growth plans and roadmaps progress, tackling roadblocks and encouraging adoption and milestone achievement.
Create a value‑add relationship with advisor back‑office support with purpose of gaining trust, improving relationships, end client satisfaction and retention.
Work in collaboration with business development onboarding and sales enablement teams to ensure verified assets are realized on Cetera platform(s) within defined timeframes.
Curate value line driver focused one‑to‑many webinars for subset advisors.
Provide post‑engagement support to Wealth Management Consultants & Regional Growth Team Leader.
What You Need To Have
Bachelor’s Degree
Minimum 5 years of Service, Relationship and/or Sales Experience
SIE and Series 7 & 66 licenses
What We Prefer To Have
Project Management & Organization skill sets
Proficiency with Salesforce, Teams, Excel Spreadsheet
Ability to help with operations and process changes
Field-facing & Presentation is a KEY Preference for this role.
Advisory Business Knowledge
Travel Requirements Up to 15% for Advisor Facing Engagements & Strategic Cetera Events
Compensation The annual base salary is $75,000 plus an incentive‑based bonus. 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.
About Us Cetera Financial Group 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 one of the largest independent financial advisor networks in the nation by number of advisors, and a leading provider of retail services to the investment programs of banks and credit unions.
What We Give You In Return
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.
Equal Employment Opportunity 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.
Seniority Level Mid‑Senior level
Employment Type Full‑time
Job Function Finance and Sales
Referrals increase your chances of interviewing at Cetera Financial Group by 2x
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Wealth Management Specialist
role at
Cetera Financial Group
3 days ago Be among the first 25 applicants
Job Description The Wealth Management Specialist is responsible for the initial engagement of subset advisors in the assigned Growth Team region, connecting advisors to Center of Excellence and Sales Enablement team. Provide support to the Growth Team in delivery of value-added programs and communications to all Tier levels of advisors. This is a hybrid role, 2 days a week in the office. Candidates must be located near one of our offices: Currently we are targeting the Dallas, TX area as the primary office location. We will also consider qualifying applicants in the St. Paul, MN area as well.
What You Will Do
Establish the subset advisor's relationship with the Sales Enablement team(s) that deliver comprehensive sales support directly to subset advisors & their staff.
Follow up on growth plans and roadmaps progress, tackling roadblocks and encouraging adoption and milestone achievement.
Create a value‑add relationship with advisor back‑office support with purpose of gaining trust, improving relationships, end client satisfaction and retention.
Work in collaboration with business development onboarding and sales enablement teams to ensure verified assets are realized on Cetera platform(s) within defined timeframes.
Curate value line driver focused one‑to‑many webinars for subset advisors.
Provide post‑engagement support to Wealth Management Consultants & Regional Growth Team Leader.
What You Need To Have
Bachelor’s Degree
Minimum 5 years of Service, Relationship and/or Sales Experience
SIE and Series 7 & 66 licenses
What We Prefer To Have
Project Management & Organization skill sets
Proficiency with Salesforce, Teams, Excel Spreadsheet
Ability to help with operations and process changes
Field-facing & Presentation is a KEY Preference for this role.
Advisory Business Knowledge
Travel Requirements Up to 15% for Advisor Facing Engagements & Strategic Cetera Events
Compensation The annual base salary is $75,000 plus an incentive‑based bonus. 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.
About Us Cetera Financial Group 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 one of the largest independent financial advisor networks in the nation by number of advisors, and a leading provider of retail services to the investment programs of banks and credit unions.
What We Give You In Return
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.
Equal Employment Opportunity 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.
Seniority Level Mid‑Senior level
Employment Type Full‑time
Job Function Finance and Sales
Referrals increase your chances of interviewing at Cetera Financial Group by 2x
#J-18808-Ljbffr