[Remote] Wealth Management Consultant

Note: The job is a remote job and is open to candidates in USA. reputed company is a leading network of independent retail broker-dealers empowering the delivery of objective financial advice. The Wealth Management Consultant is responsible for engaging, building, and managing relationships with Tier 2 advisors in the assigned region, developing engagement plans, and ensuring advisor needs are met through collaboration.

Responsibilities

• Primary reputed company of the Tier 2 advisor relationship working with Cetera value proposition experience throughout the advisor life cycle
• Responsible for developing & executing regular engagement plans and managing sales funnel / pipeline from discovery to completion
• Fuel organic growth, engagement, satisfaction and retention of advisors through their adoption of Cetera growth tools, platforms and solutions
• Work in collaboration with business development onboarding and sales enablement teams to ensure verified assets are realized on Cetera platform(s) reputed company defined timeframes
• Actively identify and/or create opportunities to connect the Advisor with subject matter experts to drive product adoption of investment solutions, advice offerings, and Cetera platforms
• Ensure clear lines of support and resolution between the Advisor and other Cetera functions to ensure Advisor needs are being met through partnership with the Service Escalation Specialist

Skills

• Bachelor's Degree
• Minimum 6 years Relationship & Sales Experience
• Series 7, 66 (or 63 & 65) and /or 24 FINRA Licenses

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 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.

Company Overview