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Oracle Cloud ERP · 1 month ago

Wealth Management Consultant (Must Live Within AZ, CO, KS, NE, NM, OK or TX)

United States

Full-time

Remote

Mid, Senior Level

$80K/yr - $100K/yr

6+ years exp

Cetera Financial Group (CFG) is seeking a Wealth Management Consultant who will be responsible for engaging, building, and managing relationships with Advisors in the assigned region. The role involves driving growth and retention by promoting Cetera’s tools and solutions while collaborating with various teams to ensure a smooth transition to Cetera platforms.

Information Technology & Services

Responsibilities

Serve as the primary owner of the Advisor relationship, proactively delivering the Cetera value proposition throughout the advisor life cycle

Develop and execute proactive engagement plans, consistently managing the sales funnel from initial discovery through to completion

Drive organic growth and advisor retention by actively promoting adoption of Cetera’s growth tools, platforms, and solutions

Collaborate closely with business development, onboarding, and sales enablement teams to ensure verified assets are transitioned to Cetera platforms within defined timeframes

Proactively identify and create opportunities to connect Advisors with subject matter experts, accelerating adoption of investment solutions, advice offerings, and platform capabilities

Ensure seamless support and resolution by partnering with the Service Escalation Specialist, maintaining clear communication channels between Advisors and internal Cetera functions