Wealth Management Specialist

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The Wealth Management Specialist is responsible for the initial engagement of subset advisors in the assigned Growth Team region, connecting advisors to Center of Excellence and Sales Enablement team. Provide support to the Growth Team in delivery of value-added programs and communications to all Tier levels of advisors. This is a hybrid role, 2 days a week in the office. Candidates must be located near one of our offices: currently we target the Dallas, TX area as the primary office location.

We will also consider qualifying applicants in the St. Paul, MN area as well.

• Establish the subset advisor's relationship with the Sales Enablement team(s) that deliver comprehensive sales support directly to subset advisors & their staff.
• For subset advisors, follow up on growth plans and roadmaps progress, tackling roadblocks and encouraging adoption and milestone achievement.
• Create a value‑add relationship with advisor back‑office support with purpose of gaining trust, improving relationships (end client), satisfaction and retention.
• Work in collaboration with business development onboarding and sales enablement teams to ensure verified assets are realized on Cetera platform(s) within defined time frames.
• Curate value line driver focused one‑to‑many webinars for subset advisors.
• Provide post‑engagement support to Wealth Management Consultants & Regional Growth Team Leader.

• Bachelor’s Degree
• Minimum 5 years of Service, Relationship and/or Sales Experience
• SIE and Series 7 & 66 licenses

• Project Management & Organization skill sets
• Proficiency with Salesforce, Teams, Excel Spreadsheet
• Ability to help with operations and process changes
• Field‑facing & Presentation is a KEY Preference for this role.
• Advisory Business Knowledge

Up to 15% for Advisor Facing Engagements & Strategic Cetera Events.

The annual base salary is $75,000 plus an incentive-based bonus. Base annual salary depends on a wide array of factors, including but not limited to skill set, years and depth of experience, certifications, and location. Base annual salary may also differ significantly due to geography and cost of labor considerations.

Cetera Financial Group ® ("Cetera") is a leading network of independent retail broker‑dealers empowering the delivery of objective financial advice to individuals, families and company retirement plans across the country through trusted financial advisors and financial institutions. Cetera is one of the largest independent financial advisor networks in the nation by number of advisors, as well as a leading provider of retail services to the investment programs of banks and credit unions.

Through its multiple distinct firms, Cetera offers independent and institutions‑based advisors the benefits of a large, established broker‑dealer and registered investment adviser, while serving advisors and institutions in a way that is customized to their needs and aspirations. Advisor support resources offered through Cetera include award‑winning wealth management and advisory platforms, comprehensive broker‑dealer and registered investment adviser services, practice management support, and innovative technology.

• 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.
• Hea…