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Advisor Lead: Drive Adoption & Escalations
Job in
Dallas, Dallas County, Texas, 75215, USA
Listed on 2026-07-06
Listing for:
Cetera Financial Group
Full Time
position Listed on 2026-07-06
Job specializations:
-
Sales
Sales Consultant
Job Description & How to Apply Below
A financial services company is seeking an Advisor Experience Specialist in Dallas, TX. This hybrid role involves managing advisor experiences and driving the adoption of tools like Advice Works. Candidates should have a minimum of 3 years in service or sales support. A Bachelor's Degree and certifications like SIE and Series 7 are preferable. The salary range is between $54,000 to $78,000 annually, plus performance-based bonuses.
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