Wealth Management Consultant

As a Wealth Management Consultant, you play a vital role in mentoring and supporting financial advisors who drive the success of our program, partnering with and providing tailored services to financial institutions, including banks and credit unions. You will provide guidance, mentorship and hands-on support, you equip advisors with the tools and insights needed to build strong, lasting relationships with financial institutions.

Serving as a trusted partner, you will mentor, coach, and support advisors through the full sales cycle, ensuring they effectively engage with financial institutions, foster meaningful connections, and seamlessly integrate wealth management solutions that drive success for both advisors and their institutional partners.

This role is fully remote (from West Coast) the successful candidate is required to be located in the western part of the country with the ability to travel to the west coast including Southern California, Washington and Oregon, as well as other locations in the west.

WHAT WILL YOU DO:

• Serve as the primary owner of advisor relationships, guiding them through the Cetera value proposition experience across the advisor life cycle.
• Develop and execute comprehensive financial sales cycle engagement plans, managing the sales funnel and pipeline from initial discovery to completion.
• Drive organic growth, satisfaction, and retention of advisors by ensuring their successful implementation of Cetera’s financial platforms, solutions, and coaching programs.
• Lead strategic client segmentation efforts, identifying and prioritizing key financial institutions and advisor partnerships to optimize business opportunities.
• Collaborate with business development, onboarding, and sales enablement teams to accelerate verified asset adoption within defined timeframes.
• Actively facilitate advisor connections with subject matter experts to enhance investment solution adoption, financial planning strategies, and wealth management offerings.
• Strengthening relationships with financial institutions and advisors through tailored coaching, providing strategic insights and best practices for long-term success.
• Ensure seamless advisor support and resolution in partnership with the Service Escalation Specialist, reinforcing trust and efficiency in wealth management operations.

KEY COMPETENCIES:

• Financial Sales Cycle Management
• Strategic Client Segmentation
• Relationship-Building with Financial Institutions
• Coaching and Advisory Leadership
• Sales Pipeline and Activity Management
• Investment Solutions and Wealth Strategies

WHAT YOU WILL NEED TO HAVE: 

• Bachelor's degree in a relevant field.
• Minimum of 5 years of experience in wealth management or banking, with a background as a 
  Sr. Financial Advisor, Relationship Manager, Investment manager, Sale manager or Program manager.  
• Active FINRA licenses: Series 7, 66 (or 63 & 65), and/or 24.

Travel REQUIREMENTS

Up to 50% for Advisor Facing Engagements & Strategic Cetera Events

COMPENSATION: 

The salary range for this role is $85,000 - $110,000, Variable Compensation which includes (Base Salary & Sales Incentive Commission Plan) Compensation packages are based on a wide array of factors unique to each candidate, including but not limited to a skill set, years and depth of experience, certifications, and specific office location. Compensation ranges may differ in differing locations due to the cost of labor considerations. 

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 plus 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 one of the largest independent financial advisor networks in the nation by number of advisors, as well as 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 independent retail firms encompassing, among others, Cetera Advisors LLC, Cetera Wealth Services LLC (f/k/a Cetera Advisor Networks), Cetera Investment Services LLC (marketed as Cetera Financial Institutions, or Cetera Investors. All firms are members FINRA/SIPC.

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.

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