Wealth Management Specialist

About the role

The Wealth Management Specialist at Cetera Financial Group supports a portfolio of independent financial advisors by helping them adopt Cetera tools, resources, and growth programs that improve business performance and client outcomes. This role builds trusted relationships with advisors and their staff, partners closely with onboarding and sales support teams, and helps remove barriers that slow progress. Success is measured by strong advisor engagement, timely adoption of key platforms and processes, and overall advisor satisfaction and retention.

Responsibilities

• Own engagement for a defined portfolio of advisors by building relationships, understanding business needs, and connecting them to appropriate Cetera resources.
• Drive adoption of growth tools and programs by tracking progress, identifying roadblocks, and coordinating support to ensure advisors achieve key milestones.
• Partner with onboarding and sales support teams to help ensure transitions and platform usage are completed accurately and within expected timelines.
• Build strong relationships with advisor staff and internal partners to improve day-to-day experience, responsiveness, and overall outcomes for advisors and their clients.
• Plan and deliver scalable advisor communications and enablement activities, including training sessions and webinars, to increase usage of core solutions.
• Support Wealth Management Consultants and regional leaders by coordinating follow-ups, preparing updates, and ensuring continuity after advisor engagements.
• Identify opportunities to connect advisors with subject matter experts to accelerate issue resolution and adoption of products, platforms, and services.
• Maintain accurate activity tracking and reporting in CRM and collaboration tools to support visibility, prioritization, and continuous improvement.

Requirements

• Bachelor’s Degree in Business, Finance, or related field
• 5+ years of experience in sales, relationship management, advisor support, or client service within financial services or wealth management
• SIE and Series 7 required

Qualifications

• Series 66 or ability to obtain
• Experience working with financial advisors, broker-dealers, or RIA platforms
• Familiarity with advisor growth strategies, onboarding, and sales enablement models
• Experience using CRM tools such as Salesforce and collaboration platforms such as Microsoft Teams
• Travel: Up to 15% for advisor-facing engagements and strategic events

Skills

• Strong relationship management and communication skills
• Ability to influence without authority
• Project management and organizational capabilities
• Proficiency in CRM systems, Excel, and collaboration tools
• Ability to manage multiple priorities and drive outcomes in a fast-paced, advisor-facing environment

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 for team members and their families
• 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%), and access to a financial professional
• Paid parental leave to support all team members with birth, adoption, and fostering
• Health Savings and Flexible Spending Account options for healthcare, daycare, commuting, and more
• Employee Assistance Program (EAP), LifeLock, Pet Insurance, and other voluntary benefits
• Paid caregiver leave for caring for an ill or recovering family member

Schedule

• Standard business hours aligned to assigned region
• Travel up to 15% for advisor-facing engagements and strategic events