Advisor Experience Specialist

About the role

The Advisor Experience Specialist is responsible for managing the advisor experience within the Regional Growth Team by providing relationship-driven escalation resolution and efficiency consultation to financial advisors, practices and firms in the assigned Region. This is a hybrid position at our Dallas, TX Hub; it will be required to come into office 2-3 days a week.

Responsibilities

• Work with advisors, practices and firms to drive adoption of AdviceWorks tools and technology.
• Align and deploy internal resources, coaching, training & direct support to address identified productivity gaps.
• Drive efficiency with advisors, practices and firms to reduce escalations, lower NIGO, and increase AdviceWorks adoption.
• Receive & escalate and/or route advisor service and support issues across STTO, Case Management, Supervision, Compliance, Products Commissions, Trading, Licensing & Registration and other applicable teams for issues not resolved through normal service channels.
• Provide updates on issue resolution to Growth Team and Advisor(s) / Firm(s) involved.
• Manage SLAs, ticketing system status and ticketing issues that come from advisors through the Regional Growth Team for resolution.
• Works directly with a dedicated Service Officer for all service and operations escalations that are more complex in nature.

Requirements

• Minimum 3 years of Service, Sales Support and/or Relationship Service Experience

What is nice to have

• SIE and Series 7 (Desired)
• Bachelor’s Degree (Preferred)

Travel Requirements

• Up to 10% for Face-to-Face Issue Resolutions & Proactive Efficiency Engagements if needed

About Us

At Cetera Financial Group, we support people’s dreams coming to life. We offer a competitive salary and a benefits package including:

• Inclusive health, dental, vision, and life insurance plans
• Easy access to mental health benefits
• 20+ days of paid time off (PTO), paid holidays, and 2 paid wellness days
• 401(k) savings plan with a generous company contribution (up to 5%)
• Paid parental leave
• Additional benefits such as an Employee Assistance Program (EAP), identity theft protection (LifeLock), pet insurance, and other voluntary benefits