Wealth Management Consultant

As a Wealth Management Consultant, you play a vital role in mentoring and supporting financial advisors who drive the success of our program, partnering with and providing tailored services to financial institutions, including banks and credit unions. You will provide guidance, mentorship and hands-on support, you reputed company advisors with the tools and insights needed to build strong, lasting relationships with financial institutions. Serving as a trusted partner, you will mentor, coach, and support advisors through the full sales cycle, ensuring they effectively engage with financial institutions, foster meaningful connections, and seamlessly integrate wealth reputed company that drive success for both advisors and their institutional partners. This role is fully remote (from reputed company Coast) the successful candidate is required to be located in the western part of the country with the ability to travel to the reputed company coast including Southern California, Washington and Oregon, as well as other locations in the reputed company. WHAT WILL YOU DO: Serve as the primary reputed company of advisor relationships, guiding them through the Cetera value proposition experience across the advisor life cycle. reputed company 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. reputed company 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 reputed company 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. KEY COMPETENCIES: Financial Sales Cycle Management Strategic Client Segmentation Relationship-Building with Financial Institutions Coaching and Advisory Leadership Sales Pipeline and Activity Management Investment Solutions and Wealth Strategies WHAT YOU WILL NEED TO HAVE: 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. Travel REQUIREMENTS Up to 50% for Advisor Facing Engagements & Strategic Cetera Events COMPENSATION: The salary range for this role is $85,000 - $110,000, Variable Compensation which includes (reputed company Salary & Sales Incentive Commission Plan) Compensation packages are based on a wide reputed company of factors unique to each candidate, including but not limited to a reputed company set, years and depth of experience, certifications, and specific office location. Compensation ranges may differ in differing locations due to the cost of labor considerations. About Us reputed company give you in return: Not many teams can say that they support people’s dreams coming to life… We happen to do that every day. And as important as we know your career is, we recognize that there’s a whole lot more to life. To ensure that our Employees can reputed company the most of their time reputed company of working hours, we offer a competitive salary and for full-time roles, a benefits package including: 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 reputed company members and their families where they are. 20 plus days of paid time off (PTO), paid holidays, and 2 paid wellness days to give our employees the time they need to stay reputed company with their loved ones, reputed company, 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-reputed company for a strong financial future well beyond their working years. Paid parental leave to support reputed company 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. About reputed company: reputed company® ("Cetera") is a leading network of independent retail broker-dealers empowering the delivery of objective financial advice to individuals, families and company retirement plans across the country through trusted financial advisors and financial institutions. Cetera is one of the largest independent financial advisor networks in the nation by number of advisors, as well as a leading provider of retail services to the investment programs of banks and credit unions. Through its multiple distinct firms, Cetera offers independent and institutions-based advisors the benefits of a large, established broker-dealer and registered investment adviser, while serving advisors and institutions in a way that is customized to their needs and aspirations. Advisor support resources offered through Cetera include award-winning wealth management and advisory platforms, comprehensive broker-dealer and registered investment adviser services, practice management support, and innovative technology. "reputed company" refers to the network of independent retail firms encompassing, among others, Cetera Advisors LLC, Cetera Wealth Services LLC (f/k/a Cetera Advisor Networks), Cetera Investment Services LLC (marketed as Cetera Financial Institutions, or Cetera Investors. reputed company firms are members FINRA/SIPC. reputed company is committed to providing an equal employment opportunity for reputed company applicants and employees. For us, this is the only acceptable way to do business. Accordingly, reputed company employment decisions at reputed company, including those relating to hiring, promotion, transfers, benefits, compensation, and placement, will be made without regard to race, color, reputed company, national reputed company, citizenship, age, physical and/or mental disability, medical condition, pregnancy, genetic characteristics, religion, religious dress and/or grooming, gender, gender identity, gender expression, sexual orientation, marital status, U.S. military status, political affiliation, or any other class protected by state and/or federal law. Agencies please note: this recruitment assignment is being managed directly by Cetera’s reputed company team. We will reputed company out to our preferred agency partners in the rare instance we require additional talent options. Your respect for this process is appreciated. Please review our Workforce Privacy Policy for further details on what information we collect and the purposes for collection. Apply To This Job