Senior Azure Data Consultant
Trility Consulting
AzureCloudETLSQL
Wealth Management Consultant – Northeast Region
Cnect
full-time
Posted on:
Location Type: Remote
Location: Remote • Connecticut, Maine, Massachusetts, New Hampshire, New York, Rhode Island, Vermont • 🇺🇸 United States
Visit company websiteSalary
💰 $80,000 - $95,000 per year
Job Level
Mid-LevelSenior
About the role
- Serve as the primary owner of advisor relationships, guiding them through the Cetera value proposition experience across the advisor life cycle.
- Develop 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.
- Lead 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 within 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.
Requirements
- 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.
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
financial sales cyclesales funnel managementadvisor relationship managementfinancial platformsinvestment solutionsfinancial planning strategieswealth management
Soft skills
strategic insightscoachingcollaborationrelationship buildingproblem resolution
Certifications
Bachelor's degreeFINRA Series 7FINRA Series 66FINRA Series 63FINRA Series 65FINRA Series 24
