Accountable for leading a Regional Growth Team and its delivery of results against sales goals and organic growth value line KPIs. Primary owner of advisor relationships. This is a remote role, and candidates must be located in the Southeast Region (FL, GA, AL, LA, AR, MS). Our primary focus for location preferred would be FL, GA, LA or AL but will consider all qualifying candidates within the required region. High concentration areas of travel will be New Orleans, LA, Birmingham, AL, Atlanta, GA, and South Florida
What You Will Do
- People Management
- Responsible for the direct management and delivery of role accountabilities through the growth team.
- Responsible for driving sales through the funnel from discovery to completion and leading the Regional Growth Team in developing and ensuring the execution of regular engagement plans and the management of the sales pipelines.
- Organic Growth & Advisor Engagement
- Primary owner of assigned advisor relationships working with Cetera value proposition experience throughout the advisor life cycle
- Responsible for the development and deployment of Cetera-sponsored study groups for advisors.
- Manage the team in fueling organic growth, engagement, advisor satisfaction, and advisor retention through key value proposition engagements and relationship management, including advisor 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.
What You Need To Have
- Bachelor’s Degree
- Minimum 8 years of Relationship & Sales Experience
- Series 7, 66 (or 63 & 65) and /or 24 FINRA Licenses
- Minimum 3 years of managing a regional team
What Are Nice To Have
- Strong industry knowledge (preferably independent broker-dealer channel).
- Proven sales background, field (not just desk) experience.
- Executive presence ("gravitas"), ability to interact with major business owners.
- Strong management and leadership capacity, not just sales acumen.
- Coach, strategize, approve PTO, set direction, motivate and inspire direct reports.
- Must be comfortable both presenting to individuals and large audiences (up to 300 people).
- Change and business planning consulting for advisors (efficiency, AUM/AUA/GDC growth, practice management).
Travel REQUIREMENTS
- Up to 50%
Compensation
The base annual salary range for this role is $115,000 to $125,000 and a generous incentive compensation package. 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.
#LI-Remote
Skills Required
- Bachelor's degree
- Minimum 8 years of relationship and sales experience
- Series 7 and Series 66, or Series 63 and 65, and/or Series 24 FINRA licenses
- Minimum 3 years of managing a regional team
- Strong industry knowledge, preferably in the independent broker-dealer channel
- Proven field sales experience
- Executive presence and ability to interact with major business owners
- Strong management and leadership capacity
- Ability to present to individuals and audiences of up to 300 people
- Experience with change and business planning consulting for advisors
Cetera Financial Group Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Cetera Financial Group and has not been reviewed or approved by Cetera Financial Group.
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Healthcare Strength — Health coverage is described as comprehensive, including medical, dental, vision, mental‑health support, and optional pet insurance. Feedback suggests the breadth of coverage is a relative strength.
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Leave & Time Off Breadth — Time off includes a sizable PTO allotment with paid holidays, a dedicated wellness day, and a paid volunteer day. Feedback suggests the time‑off package exceeds basic employer offerings.
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Retirement Support — Retirement support includes a 401(k) with company match and access to one‑on‑one financial planning. Feedback suggests the retirement program can be competitive, though specifics may depend on role or plan.
Cetera Financial Group Insights
What We Do
Cetera Financial Group empowers the delivery of professional financial advice to individuals, families and company retirement plans across the country. We support independent and institutions-based advisors, tax professionals, and bank and credit union investment programs, ensuring they have the objective research, regulatory guidance, technology, tools and resources they need to help them and their clients pursue their dreams for the future. While our multiple distinct firms allow us to customize how we serve the needs of each advisor and investment program, all are united through our exclusive Advice-Centric Experience™, which makes the delivery of financial insight and advice more efficient, more transparent, and more human. Cetera Financial Group” refers to the network of independent retail firms encompassing, among others, Cetera Advisors LLC, Cetera Advisor Networks LLC, Cetera Investment Services LLC (marketed as Cetera Financial Institutions or Cetera Investors), Cetera Financial Specialists LLC, and First Allied Securities, Inc. All firms are members FINRA / SIPC. Individuals affiliated with Cetera firms are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services
