Wealth Management Consultant – West Region
Cnect
full-time
Posted on:
Location Type: Remote
Location: California • Oregon • United States
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Salary
💰 $80,000 - $100,000 per year
About the role
- Serve as the primary owner of the Advisor relationship, proactively delivering the Cetera value proposition throughout the advisor life cycle.
- Develop and execute proactive engagement plans, consistently managing the sales funnel from initial discovery through to completion.
- Drive organic growth and advisor retention by actively promoting adoption of Cetera’s growth tools, platforms, and solutions.
- Collaborate closely with business development, onboarding, and sales enablement teams to ensure verified assets are transitioned to Cetera platforms within defined timeframes.
- Proactively identify and create opportunities to connect Advisors with subject matter experts, accelerating adoption of investment solutions, advice offerings, and platform capabilities.
- Ensure seamless support and resolution by partnering with the Service Escalation Specialist, maintaining clear communication channels between Advisors and internal Cetera functions.
Requirements
- Bachelor’s Degree.
- Minimum 6 years of Relationship & Sales Experience.
- Series 7, 66, or 63/65 combo, 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 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.
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
sales funnel managementengagement planningadvisor retention strategiesinvestment solutionsplatform capabilities
Soft Skills
relationship managementcommunicationcollaborationproactive problem solving
Certifications
Bachelor’s DegreeSeries 7Series 66Series 63Series 65FINRA Licenses