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Cetera Financial Group · 2 months ago

New Entrant Program Consultant

Dallas, TX, United States

Full-time

Hybrid

Senior Level, Lead/Staff

$100K/yr - $110K/yr

10+ years exp

Cetera Financial Group is focused on driving organic growth initiatives through their New Entrant program. The role involves supporting the development of new advisors by providing coaching and guidance, establishing processes, and measuring program effectiveness.

AdviceFinancial ServicesRetailRetirementWealth Management

Responsibilities

Engage with firms identified by the regional growth teams to help them understand the New Entrant program and how it can help their newer advisors grow and develop

Develop experiences designed to improve the performance effectiveness of New Entrant through one-on-one coaching, best practice sharing, and large group discussions

Identify program performance gaps and provide targeted coaching leveraging best practices from across Cetera

Establish core processes for firms to drive repeatable and reliable results

Model and coach leadership techniques to inspire critical field leader behavior with New Entrants

Develop measurement approach(es) for assessing & reporting on program and leader effectiveness

Track metrics for overall program effectiveness

Consult with senior leaders and regional growth teams to determine the appropriate program pathway and ROI

Assist in development and improvement of employee and independent contractor new entrant models

Qualification

New advisors' developmentLeadership developmentCoachingLeader developmentCoaching conceptsSales managementAdvanced DesignationsFacilitation skillsCommunication skillsLeadership conceptsInfluence skillsContinuous improvement mindsetBachelor's degreeFINRA certificationsRelationship building

Required

New advisors' development experience

Leadership development experience

Coaching and leader development

Strong Facilitation & Communication Skills

Bachelor's degree in finance or a related field or equivalent

FINRA SIE, Series 7, Series 66

Minimum of 10 year(s) of experience in Financial Services 2+ supporting field leaders

Preferred

Familiarity with coaching, sales, practice management, and leadership concepts and models (i.e., DiSC, Social Styles, GROW, EOS, Situational Leadership)

Advanced Designations (CFP®, ChFC®, RiCP®, etc.)

Influence and Relationship building skills

Continuous improvement/MVP mindset