Wealth Management Specialist

Job Description

The Wealth Management Specialist is responsible for the initial engagement of subset advisors in the Mid‑Atlantic region (OH, MI, WV, KY, PA, NJ), connecting advisors to Center of Excellence and Sales Enablement team. The role supports the Growth Team in delivering value‑added programs and communications to all tiers of advisors. It is a hybrid position at one of our primary office locations:
Dallas, TX;
Des Moines, IA; or St. Cloud, MN, with a 7am‑4pm CT/8am‑5pm ET schedule.

• Establish the subset advisors’ relationship with the Sales Enablement team(s) that deliver comprehensive sales support.
• Follow up on growth plans and roadmaps progress for subset advisors, tackling roadblocks and encouraging adoption and milestone achievement.
• Create a value‑add relationship with advisor back‑office support to gain trust, improve client satisfaction, and enhance retention.
• Collaborate 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 Sales, Relationship Management, and/or Service experience
• SIE and Series 7 & 66 licenses
• Envestnet experience is preferred

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

The base annual salary range is $75,000 plus an incentive‑based bonus. Base salary varies by skill set, experience, certifications, and location.

• Inclusive health, dental, vision and life insurance plans built to support diverse lifestyles.
• Easy access to mental health benefits.
• 20+ days of paid time off (PTO), paid holidays, 1 paid wellness day, and 1 day of paid volunteer time off (VTO).
• 401(k) Savings plan with up to 5% company contribution.
• Paid parental leave for birth, adoption, and foster care.
• Health Savings and Flexible Spending Account options.
• Employee Assistance Program (EAP), Life Lock, Pet Insurance and more.

Cetera Financial Group® 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 Financial Group is committed to providing an equal employment opportunity for all applicants and employees. All employment decisions at Cetera, including hiring, promotion, transfers, benefits, compensation, and placement, are made without regard to race, color, ancestry, national origin, citizenship, age, disability, pregnancy, genetic characteristics, religion, gender, sexual orientation, marital status, U.S. military status, political affiliation, or any other protected class as defined by state and federal law.