Cetera Financial Group · 6 hours ago
Wealth Management Specialist
Dallas, TX
Full-time
Hybrid
Mid, Senior Level
$75K/yr - $75K/yr
5+ years expCetera Financial Group is a leading network of independent retail broker-dealers empowering the delivery of objective financial advice. The Wealth Management Specialist will engage subset advisors in the Mid-Atlantic region, providing comprehensive sales support and fostering relationships to enhance advisor satisfaction and retention.
AdviceFinancial ServicesRetailRetirementWealth Management
Responsibilities
Establish the subset advisors’ relationship with the Sales Enablement team(s) that deliver comprehensive sales support directly to subset advisors & their staff
For subset advisors, follow up on growth plans and roadmaps progress, tackling roadblocks and encouraging adoption and milestone achievement
Create a value-add relationship with advisor back-office support with purpose of gaining trust, improving relationships (end client), satisfaction, and retention
Work in collaboration with business development onboarding and sales enablement teams to ensure verified assets are realized on Cetera platform(s) within defined timeframes
Curate value line driver focused one-to-many webinars for subset advisors
Provide post-engagement support to Wealth Management Consultants & Regional Growth Team Leader
Qualification
Required
Bachelor's Degree
Minimum 5 years of Sales, Relationship Management, and/or Service experience
SIE and Series 7 & 66 licenses
Preferred
Envestnet experience is preferred
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, 1 paid wellness day and 1 day of paid volunteer time off (VTO) 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
2026-02-03
2026-01-22
2026-01-07
Company data provided by crunchbase