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Oracle Cloud ERP · 2 months ago

Wealth Management Consultant (Northeast Region)

United States

Full-time

Remote

Mid, Senior Level

$80K/yr - $95K/yr

5+ years exp

Oracle Cloud ERP is seeking a Wealth Management Consultant for the Northeast Region to mentor and support financial advisors. In this role, you will guide advisors through the sales cycle, enhance relationships with financial institutions, and ensure successful implementation of wealth management solutions.

Information Technology & Services

Responsibilities

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

Qualification

Financial Sales Cycle ManagementRelationship-Building with Financial InstitutionsCoachingAdvisory LeadershipStrategic Client SegmentationInvestment SolutionsWealth StrategiesSales PipelineActivity ManagementFINRA Series 7 LicenseFINRA Series 66 LicenseFINRA Series 24 License

Required

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

Qualified candidates must reside within the Northeast