Job Closed
This listing is no longer active.
A beautiful evolution of applicant intake meets engaged candidate experience. Build your universe of interested talent.
Wealth Management Consultant – West Region
Location
California + 2 moreAll locations: California | Oregon | Washington
Posted
74 days ago
Salary
$80K - $100K / year
Seniority
Senior
Job Description
Wealth Management Consultant – West Region
Cnect
• 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.
Job 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.
Related Guides
Related Categories
Related Job Pages
More Consultant Jobs
Role Description At Uni Systems, we are working towards turning digital visions into reality. We are continuously growing and we are looking for a VBA Consultant to join our UniQue team. What will you be doing in this role? - Support several end user computing applications like VBA and Python applications, macros, and PowerBI dashboards for different divisions. - Maintain customer relationships within different divisions, manage the change process and ensure smooth communication. - Act as a change agent to help facilitate effective deployments/modifications to new and current industry practices. - Identify risks and liaise on issues related to changes. - Work with subject matter experts to gather business requirements and any other relevant input. - Develop new required features in the VBA / Python applications/macros and PowerBI dashboards. - Follow up on deliverables related to these applications with internal and external parties. - Prepare documents to support internal decision making, testing or training material. - Develop and execute an internal communication plan for changes and new features to the business. - Perform testing, change management documentation and support the deployment of the technology and hand over to production support. - Ensure all material is stored on the SharePoint environment for audit purposes. - Support other division related tasks as applicable such as organizing and running meetings. - Develop agendas, prepare minutes, follow up on open actions, identifying risk and issues with appropriate mitigating actions. - Participate in handover of VBA, Java, and SQL applications and their corresponding documentation. - Participate in handover of development and change management processes. - Provide handover protocol to document the completeness of handover tasks. Qualifications - Bachelor’s degree in IT, data science, or related field. - At least 7 years of direct experience with similar and relevant IT projects. - Development and rollout experience with VBA and MS Office Macros (Access & Excel). - Good understanding of modern IT architecture. - Good understanding of and experience with: SQL, XML, XSLT. - Good project management skills: Ability to manage multiple tasks under competing deadlines and shifting priorities. - Experience in providing reporting and other communications at a senior management level. - Ability to document clear and complete business requirements. - Experience with Microsoft Azure is desirable. - Professional experience with PowerBI and/or Microsoft Fabric is desirable. - Experience in the financial services industry is desirable. - Experience with the following financial IT systems: SWIFT, Murex, Bloomberg is desirable. - Proven customer-oriented change management communication skills. - Excellent communication and presentation skills. - Excellent organizational skills. - Excellent English communication skills, both oral and written. Company Description At Uni Systems, we are providing equal employment opportunities and banning any form of discrimination on grounds of gender, religion, race, color, nationality, disability, social class, political beliefs, age, marital status, sexual orientation or any other characteristics. Take a look at our Diversity, Equality & Inclusion Policy for more information.
Cooking Tutor
FindTutorsFindTutors is a leading tutoring portal in Europe with more that 2M students and 300K tutors
Role Description FindTutors is seeking enthusiastic Cooking Tutors in Birmingham to share culinary skills with students of all levels. Whether it’s basic cooking, international cuisines, or advanced techniques, you can inspire confidence in the kitchen. Lessons can be online or face-to-face. - Deliver practical and engaging cooking lessons. - Teach recipes, techniques, and kitchen skills. - Adapt lessons to students’ needs and interests. - Encourage creativity and enjoyment of cooking. Qualifications - Passion for cooking and sharing knowledge. - No tutoring experience required — just enthusiasm! - Good communication and patience. - Available to teach online or in person. Requirements - Flexible hours that fit your lifestyle. - £20–£40 per hour. - Work from anywhere in the UK. - Access to motivated students looking to learn.
• Guide clients through all project phases and develop and implement new concepts • Advise clients on complex issues by applying expertise and current solution options • Contribute to strategic and operational consulting and support the selection of various cloud and IT technologies and scenarios • Develop appropriate software and hardware architecture solutions in collaboration with internal and external stakeholders • Actively shape and develop new topic areas and build expertise
• Participates in every aspect of the solution implementation, from analyzing customer business requirements to configuring and testing the Microsoft Dynamics application to meet customer needs. • Collaborates with stakeholders to gather comprehensive requirements aligned to business objectives, understand current processes, and identify opportunities for improvement across the supply chain. • Provides in-depth knowledge of Microsoft Dynamics applications and evaluates customer processes against standard functionality. • Follows implementation methodology, understanding key activities and deliverables for client engagements, leveraging standard templates and improving documentation quality. • Utilizes Microsoft technology and ALM stack (LCS, BPM, Azure DevOps, Task Guides, Power Platform, Office 365, etc.). • Contributes to continuous improvement of delivery practices. • Documents business requirements clearly, defining expected outcomes and system behaviors. • Configures and customizes Microsoft Dynamics solutions to support supply chain processes such as procurement, inventory management, production, planning, warehousing, and transportation. • Facilitates decision-making when customizations are required and develops functional design documents to guide development. • Leads testing efforts including CRPs, Program Increments (PIs), and UAT, ensuring solutions meet business requirements. • Conducts training for customer resources to support successful adoption and ongoing use of the system. • Provides structured post-go-live support, troubleshooting issues and managing cases according to SLA. • Contributes to knowledge base, methodology improvements, and thought leadership through documentation and content creation. • Applies industry expertise to identify risks and challenges in supply chain implementations.




