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Cnect

A beautiful evolution of applicant intake meets engaged candidate experience. Build your universe of interested talent.

Wealth Management Consultant

Location

California + 2 moreAll locations: California | Oregon | Washington

Posted

4 days ago

Salary

$85K - $110K / year

Seniority

Senior

Bachelor Degree5 yrs expEnglish

Job Description

Wealth Management Consultant

Cnect

• 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.

Job 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 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.

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