Cetera Financial Group
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Senior Business Consultant
role at
Cetera Financial Group 2 days ago Be among the first 25 applicants Join to apply for the
Senior Business Consultant
role at
Cetera Financial Group Get AI-powered advice on this job and more exclusive features. Job Description
At Cetera, we strive for continuous improvement and evolution towards excellence. To achieve this, we require the right individuals who can support and ensure our success. We offer diverse business opportunities that are constantly evolving, providing meaningful prospects for growth to everyone. If you are proactive, adaptable to change, and thrive in a fast-paced and dynamic environment, the possibilities for advancement and success are limitless. Job Description
At Cetera, we strive for continuous improvement and evolution towards excellence. To achieve this, we require the right individuals who can support and ensure our success. We offer diverse business opportunities that are constantly evolving, providing meaningful prospects for growth to everyone. If you are proactive, adaptable to change, and thrive in a fast-paced and dynamic environment, the possibilities for advancement and success are limitless.
We are currently seeking a Senior Business Consultant who will be responsible for functioning as both the primary strategic consultant for top firms affiliated with Cetera Wealth Management and a partner of value to increase the firm’s competitiveness, align growth and achieve success. This role will mobilize resources, solutions and teams around key stakeholders of firm relationships (internally and externally) by acting as a business consultant with expertise on strategic assessments and industry knowledge, strategic growth planning and execution (especially large enterprise firms), and business value maximization. Locations targeted that we will be adjacent to our Cetera hubs are: Dallas, TX, Des Moines, IA, St. Paul & St. Cloud, MN, San Diego, CA; El Segundo, CA.
What You Will Do
External Business Partner engagement (Financial Professional-Facing)
Through a standardized strategic planning process, assess and consult enterprise partner firms on short, medium- and long-term goals; document areas to improve, develop or adapt; score and improve level of engagement; leverage Cetera solutions and third party partners; and customize an effective communications strategy Use our knowledge of Cetera Wealth Management best practices and Growth360 research to identify and expand a firm’s lines of business and pursue new opportunities for greater share of wallet and new client acquisition initiatives Design, develop and implement annual top tier enterprise firm business plans (and supporting materials where required) that establish expectations and engagement of Financial Professional relationships with Cetera stakeholders (ex: document business growth goals and clearly define succession plans)
Internal Business Partner Engagement (Cetera-facing)
and Strategic Initiative Support
Support internal growth-focused strategic initiatives that enhance our consulting solutions, specifically those focused on supporting our largest firms/enterprises (utilizing firm and individual Financial Professional relationships to ensure value delivery for each initiative).This should include developing and continuously improving our firm-based approach throughout our advisor growth journey. Collaborate with other internal stakeholders to support development of Cetera’s growth vision; work across teams to drive maximum value both in near-term revenue generation and long-term enterprise value Support Cetera channel growth teams by providing specialized advice to their leadership, both reactively and proactively. Support Cetera channel growth teams in specific campaigns across all channels (i.e., annual business planning). Act as a ‘voice of the advisor’ and advocate on their behalf when working with internal team members at Cetera, specifically focused on our largest enterprises Be accountable and support common firm goals Develop, scale, and leverage ‘best practices’ utilized by top tier firms Collect, prioritize and catalog current and future consulting-focused solution needs of top firms to guide Cetera business growth strategies
What You Will Have
10+ years in a Wealth Management, Relationship Management, Sales or Territory leadership role (Avantax Wealth Management or similar experience preferred) Comfort working with, analyzing, and leveraging data to support our consultative growth focus Ability to prioritize solutions, drive results, and influence senior leaders in a cross-functional, diverse environment while using industry insights to help firms grow with purpose and intent Ability to develop and deliver compelling presentations and content to senior internal and external audiences FINRA 7, 63, 66 (or 63/65) licenses required MBA, CFA, CFP, CIMA, CPWA or other industry designations preferred BS/BA/BBA in business, finance, economics, accounting, or related field
What Is Nice To Have
Expert in Microsoft Office; specifically, PowerPoint and Excel Creativity, innovative thinking and motivation Highly energetic self-starter with demonstrated ability to work in the field and also be an integral team member on large-scale, complex projects and relationships
Travel Requirements:
Estimated travel commitment: 25-30% (including but not limited to National and Regional Conferences)
Compensation:
The base annual salary range for this role is $91,000 to $149,000 plus a performance-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
What we give you in return:
Benefits
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.
About Cetera Financial Group
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 " refers to the network of retail independent broker-dealers encompassing, among others, Cetera Advisors , Cetera Advisor Networks , Cetera Financial Institutions, and Cetera Financial Specialists .
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.
Please review our Workforce Privacy Policy for further details on what information we collect and the purposes for collection.
Seniority level
Seniority level Mid-Senior level Employment type
Employment type Full-time Job function
Job function Consulting, Information Technology, and Sales Referrals increase your chances of interviewing at Cetera Financial Group by 2x Get notified about new Senior Business Consultant jobs in
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Senior Business Consultant
role at
Cetera Financial Group 2 days ago Be among the first 25 applicants Join to apply for the
Senior Business Consultant
role at
Cetera Financial Group Get AI-powered advice on this job and more exclusive features. Job Description
At Cetera, we strive for continuous improvement and evolution towards excellence. To achieve this, we require the right individuals who can support and ensure our success. We offer diverse business opportunities that are constantly evolving, providing meaningful prospects for growth to everyone. If you are proactive, adaptable to change, and thrive in a fast-paced and dynamic environment, the possibilities for advancement and success are limitless. Job Description
At Cetera, we strive for continuous improvement and evolution towards excellence. To achieve this, we require the right individuals who can support and ensure our success. We offer diverse business opportunities that are constantly evolving, providing meaningful prospects for growth to everyone. If you are proactive, adaptable to change, and thrive in a fast-paced and dynamic environment, the possibilities for advancement and success are limitless.
We are currently seeking a Senior Business Consultant who will be responsible for functioning as both the primary strategic consultant for top firms affiliated with Cetera Wealth Management and a partner of value to increase the firm’s competitiveness, align growth and achieve success. This role will mobilize resources, solutions and teams around key stakeholders of firm relationships (internally and externally) by acting as a business consultant with expertise on strategic assessments and industry knowledge, strategic growth planning and execution (especially large enterprise firms), and business value maximization. Locations targeted that we will be adjacent to our Cetera hubs are: Dallas, TX, Des Moines, IA, St. Paul & St. Cloud, MN, San Diego, CA; El Segundo, CA.
What You Will Do
External Business Partner engagement (Financial Professional-Facing)
Through a standardized strategic planning process, assess and consult enterprise partner firms on short, medium- and long-term goals; document areas to improve, develop or adapt; score and improve level of engagement; leverage Cetera solutions and third party partners; and customize an effective communications strategy Use our knowledge of Cetera Wealth Management best practices and Growth360 research to identify and expand a firm’s lines of business and pursue new opportunities for greater share of wallet and new client acquisition initiatives Design, develop and implement annual top tier enterprise firm business plans (and supporting materials where required) that establish expectations and engagement of Financial Professional relationships with Cetera stakeholders (ex: document business growth goals and clearly define succession plans)
Internal Business Partner Engagement (Cetera-facing)
and Strategic Initiative Support
Support internal growth-focused strategic initiatives that enhance our consulting solutions, specifically those focused on supporting our largest firms/enterprises (utilizing firm and individual Financial Professional relationships to ensure value delivery for each initiative).This should include developing and continuously improving our firm-based approach throughout our advisor growth journey. Collaborate with other internal stakeholders to support development of Cetera’s growth vision; work across teams to drive maximum value both in near-term revenue generation and long-term enterprise value Support Cetera channel growth teams by providing specialized advice to their leadership, both reactively and proactively. Support Cetera channel growth teams in specific campaigns across all channels (i.e., annual business planning). Act as a ‘voice of the advisor’ and advocate on their behalf when working with internal team members at Cetera, specifically focused on our largest enterprises Be accountable and support common firm goals Develop, scale, and leverage ‘best practices’ utilized by top tier firms Collect, prioritize and catalog current and future consulting-focused solution needs of top firms to guide Cetera business growth strategies
What You Will Have
10+ years in a Wealth Management, Relationship Management, Sales or Territory leadership role (Avantax Wealth Management or similar experience preferred) Comfort working with, analyzing, and leveraging data to support our consultative growth focus Ability to prioritize solutions, drive results, and influence senior leaders in a cross-functional, diverse environment while using industry insights to help firms grow with purpose and intent Ability to develop and deliver compelling presentations and content to senior internal and external audiences FINRA 7, 63, 66 (or 63/65) licenses required MBA, CFA, CFP, CIMA, CPWA or other industry designations preferred BS/BA/BBA in business, finance, economics, accounting, or related field
What Is Nice To Have
Expert in Microsoft Office; specifically, PowerPoint and Excel Creativity, innovative thinking and motivation Highly energetic self-starter with demonstrated ability to work in the field and also be an integral team member on large-scale, complex projects and relationships
Travel Requirements:
Estimated travel commitment: 25-30% (including but not limited to National and Regional Conferences)
Compensation:
The base annual salary range for this role is $91,000 to $149,000 plus a performance-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
What we give you in return:
Benefits
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.
About Cetera Financial Group
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 " refers to the network of retail independent broker-dealers encompassing, among others, Cetera Advisors , Cetera Advisor Networks , Cetera Financial Institutions, and Cetera Financial Specialists .
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.
Please review our Workforce Privacy Policy for further details on what information we collect and the purposes for collection.
Seniority level
Seniority level Mid-Senior level Employment type
Employment type Full-time Job function
Job function Consulting, Information Technology, and Sales Referrals increase your chances of interviewing at Cetera Financial Group by 2x Get notified about new Senior Business Consultant jobs in
Dallas, TX . Dallas-Fort Worth Metroplex $150,000.00-$200,000.00 3 weeks ago Analyst/Sr Analyst, Business Transformation
Dallas, TX $60,000.00-$110,000.00 1 month ago Senior Business Analyst, Digital Delivery & AI Initiatives
Irving, TX $105,000.00-$110,000.00 1 day ago Dallas-Fort Worth Metroplex $45.00-$47.00 1 day ago Plano, TX $12,355.79-$13,006.09 2 days ago Irving, TX $105,000.00-$115,000.00 2 weeks ago Senior Strategic Business Consultant (Project Manager)
Irving, TX $107,200.00-$178,600.00 1 week ago Dallas, TX $115,000.00-$180,000.00 11 months ago Dallas, TX $110,000.00-$125,000.00 1 month ago Irving, TX $90,000.00-$100,000.00 1 day ago Dallas-Fort Worth Metroplex $60.00-$60.00 6 days ago Irving, TX $88,900.00-$155,500.00 1 month ago We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
#J-18808-Ljbffr