[Remote] Wealth Management Consultant
Note: The job is a remote job and is open to candidates in USA. Cetera Financial Group 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.ResponsibilitiesPrimary owner of the Tier 2 advisor relationship working with Cetera value proposition experience throughout the advisor life cycleResponsible for developing & executing regular engagement plans and managing sales funnel / pipeline from discovery to completionFuel organic growth, engagement, satisfaction and retention of advisors through their adoption of Cetera growth tools, platforms and solutionsWork in collaboration with business development onboarding and sales enablement teams to ensure verified assets are realized on Cetera platform(s) within defined timeframesActively identify and/or create opportunities to connect the Advisor with subject matter experts to drive product adoption of investment solutions, advice offerings, and Cetera platformsEnsure 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 SpecialistSkillsBachelor's DegreeMinimum 6 years Relationship & Sales ExperienceSeries 7, 66 (or 63 & 65) and /or 24 FINRA LicensesBenefitsInclusive 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 plus days of paid time off (PTO), paid holidays, and 2 paid wellness days 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 OverviewCetera Financial Group is a privately-held, independent broker-dealer and investment adviser families. It was founded in 2010, and is headquartered in San Diego, California, USA, with a workforce of 1001-5000 employees. Its website is http://www.cetera.com.