Wealth Management Consultant

Cnect

Wealth Management Consultant mentoring financial advisors to enhance relationships with financial institutions for Cetera. Guiding through sales cycles and providing tailored solutions to ensure advisor success.

Posted 6/16/2026full-timeRemote • California, Oregon, Washington • 🇺🇸 United StatesMid-LevelSenior💰 $85,000 - $110,000 per yearWebsite

About the role

Key responsibilities & impact

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

What you’ll need

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

Comp & perks

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.

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

financial sales cyclesales funnel managementadvisor relationship managementfinancial platforms implementationcoaching programsclient segmentationinvestment solution adoptionfinancial planning strategieswealth management

Soft Skills

relationship buildingstrategic insightsbest practicescollaborationadvisor supporttrust reinforcementefficiency

Certifications

Bachelor's degreeFINRA Series 7FINRA Series 66FINRA Series 63FINRA Series 65FINRA Series 24