What are the responsibilities and job description for the Wealth Management Specialist position at Cetera Financial Group?
The Wealth Management Specialist is responsible for the initial engagement of Tier 3 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 for one of our office locations: St. Paul, MN; St. Cloud, MN
What you will do:
- Establish the Tier 3 advisor relationship with the Sales Enablement team(s) that deliver comprehensive sales support directly to Tier 3 advisors & their staff.
- For Tier 2 & Tier 1 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 timeframes.
- Curate value line driver focused one-to-many webinars for Tier 2 & 3 advisors.
- Provide post-engagement support to Wealth Management Consultants & Regional Growth Team Leader.
What you need to have:
- Bachelor’s Degree
- Minimum 5 years of Service, Relationship and/or Sales Experience
Travel Requirements: Up to 15% for Advisor Facing Engagements & Strategic Cetera Events
Compensation: 
The base annual salary range for this role is $70,000 to $80,000 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.
#LI-Hybrid
What we give you in return:
Not many teams can say that they support people’s dreams coming to life… We happen to do that every day. And as important as we know your career is, we recognize that there’s a whole lot more to life. To ensure that our Employees can make the most of their time outside of working hours, we offer a competitive salary and for full-time roles, a benefits package including:
- 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, 1 paid wellness day and 1 days of paid volunteer time off (VTO) 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.
- Health Savings and Flexible Spending Account options to help you save money on healthcare, daycare, commuting, and more.
- Employee Assistance Program (EAP), LifeLock, Pet Insurance and more.
About Cetera Financial Group:
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 an independent financial advisor network and 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.
" Cetera Financial Group " refers to the network of retail independent broker-dealers encompassing, among others, Cetera Advisors , Cetera Advisor Networks , Cetera Financial Institutions, Cetera Financial Specialists , and First Allied Securities .
Cetera Financial Group is committed to providing an equal employment opportunity for all applicants and employees. For us, this is the only acceptable way to do business. Accordingly, all employment decisions at the Cetera Financial Group, including those relating to hiring, promotion, transfers, benefits, compensation, and placement, will be made without regard to race, color, ancestry, national origin, citizenship, age, physical and/or mental disability, medical condition, pregnancy, genetic characteristics, religion, religious dress and/or grooming, gender, gender identity, gender expression, sexual orientation, marital status, U.S. military status, political affiliation, or any other class protected by state and/or federal law.
Agencies please note : this recruitment assignment is being managed directly by Cetera’s Talent Acquisition team. We will reach out to our preferred agency partners in the rare instance we require additional talent options. Your respect for this process is appreciated.
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