Business Consultant
OneDigital
Wealth Management Consultant, West Region
Cnect
full-time
Posted on:
Location Type: Remote
Location: Remote • California, Hawaii, Idaho, Oregon, Texas, Washington • 🇺🇸 United States
Visit company websiteSalary
💰 $80,000 - $95,000 per year
Job Level
Mid-LevelSenior
About the role
- Primary owner 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) within 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.
Requirements
- Bachelor’s Degree or combination of education and experience
- Minimum 6 years Relationship & Sales Experience
- Series 7, 66 (or 63 & 65) and /or 24 FINRA Licenses
- Financial Institutions Wealth Management experience a plus
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, 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.
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
sales funnel managementengagement plan developmentproduct adoption strategiesinvestment solutionsfinancial advising
Soft skills
relationship managementcollaborationcommunicationproblem-solvingcustomer satisfaction
Certifications
Bachelor’s DegreeSeries 7 LicenseSeries 66 LicenseFINRA 24 License
