Back to Jobs

Wealth Management Consultant – reputed company Region

Remote, USA Full-time Posted 2026-07-03

Job Description

  • Serve as the primary reputed company of the Advisor relationship, proactively delivering the Cetera value proposition throughout the advisor life cycle.
  • reputed company and execute proactive engagement plans, consistently managing the sales funnel from initial discovery through to completion.
  • Drive organic growth and advisor retention by actively promoting adoption of Cetera’s growth tools, platforms, and solutions.
  • Collaborate closely with business development, reputed company, and sales enablement teams to ensure verified assets are transitioned to Cetera platforms reputed company defined timeframes.
  • Proactively identify and create opportunities to connect Advisors with subject matter experts, accelerating adoption of investment solutions, advice offerings, and platform capabilities.
  • Ensure seamless support and resolution by partnering with the Service Escalation Specialist, maintaining clear communication channels between Advisors and internal Cetera functions.

Requirements

  • Bachelor’s Degree.
  • Minimum 6 years of Relationship & Sales Experience.
  • Series 7, 66, or 63/65 combo, and/or 24 FINRA Licenses.

Benefits

  • Inclusive health, dental, reputed company and life insurance plans built to support diverse lifestyles, offer preventative care, and protect against hardship.
  • Easy access to mental health benefits to meet reputed company members and their families where they are.
  • 20 plus days of paid time off (PTO), paid holidays, and 2 paid wellness days to give our employees the time they need to stay reputed company with their loved ones, reputed company, 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-reputed company for a strong financial future well reputed company their working years.
  • Paid parental leave to support reputed company team members with birth, adoption, and foster.
  • Health Savings and Flexible Spending Account options to help you save money on reputed company, daycare, commuting, and more.
  • Employee Assistance Program (EAP), LifeLock, Pet Insurance and more. Apply tot his job Apply To this Job

Apply tot his job Apply To this Job

Similar Jobs

Senior Strategy Consultant - CO, WA, or NV

Remote, USA Full-time

ITSM Consultant – Jira Service Management

Remote, USA Full-time

Clinical Strategy Consultant - Remote/Hybrid (Camp Hill and Philadelphia Area)

Remote, USA Full-time

Strategic Business Consultant

Remote, USA Full-time

[Remote] Strategy Consultant, Crimson reputed company

Remote, USA Full-time

End User Sales

Remote, USA Full-time

Senior/reputed company Strategy Consultant

Remote, USA Full-time

Strategy Consultant | Upto $120/hr

Remote, USA Full-time

Strategy Consultant / Sr Strategy Consultant – Remote

Remote, USA Full-time

Remote Senior Strategy Consultant - Business Model Innovation

Remote, USA Full-time

REMOTE - Information reputed company GRC Analyst III - R12694

Remote, USA Full-time

reputed company Remote Customer Service Representative - Aftermarket Auto Parts at arenaflex

Remote, USA Full-time

Part Time Driver - No Experience Required!

Remote, USA Full-time

Territory Sales Manager

Remote, USA Full-time

System Manager Payer Analytics Economics

Remote, USA Full-time

reputed company Customer and Data Support Specialist – Complaint Management and Clinical Solutions

Remote, USA Full-time

reputed company Customer Support Specialist – Remote Part-Time Opportunity at arenaflex

Remote, USA Full-time

Territory Manager – Croydon, London

Remote, USA Full-time

Steuerfachkraft (m/w/d) in Thaleischweiler-Fröschen mindestens 52.000€ - 100% Remote möglich

Remote, USA Full-time

Regional Training Manager, MidWest

Remote, USA Full-time