Cetera Financial Group · 1 week ago
Wealth Management Consultant (Northeast Region)
United States
Full-time
Remote
Mid, Senior Level
$80K/yr - $95K/yr
5+ years expCetera Financial Group is a leading network of independent retail broker-dealers that empowers the delivery of objective financial advice. As a Wealth Management Consultant, you will mentor and support financial advisors, guiding them through the sales cycle and helping them build strong relationships with financial institutions.
AdviceFinancial ServicesRetailRetirementWealth Management
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
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
Benefits
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.
Company
Cetera Financial Group
Cetera Financial Group is a privately-held, independent broker-dealer and investment adviser families.
1001-5000 employees
Funding
Current Stage
Late StageTotal Funding
unknownKey Investors
Genstar Capital
2023-10-04Private Equity
2018-07-17Acquired
Leadership Team
Michael Durbin
Chief Executive Officer
Dan Burkott
Chief Compliance Officer - Tax Channel
Recent News
2026-01-07
2026-01-07
2025-12-27
Company data provided by crunchbase