Wealth Management Consultant (West Region) at Avantax Planning Partners

Dallas, Texas, United States -

Full Time

Start Date

Immediate

Expiry Date

22 Jun, 26

Salary

100000.0

Posted On

24 Mar, 26

Experience

5 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Relationship Management, Sales Experience, Advisor Engagement, Sales Funnel Management, Organic Growth, Advisor Retention, Platform Adoption, Business Development Collaboration, Onboarding Collaboration, Sales Enablement Collaboration, Investment Solutions, Service Escalation, FINRA Licenses

Industry

Financial Services

Description

Cetera Financial Group (CFG) is seeking a Wealth Management Consultant who will be responsible for engaging, building, and managing relationships with Advisors in the assigned region. This is a remote role, and candidates must be located in the West Region (CA, OR, WA). Our primary focus for location preferred would be CA but will consider all qualifying candidates within the required region. High concentration areas of travel will be Seattle, WA | San Francisco, CA | Orange County, CA. What will you do: * Serve as the primary owner of the Advisor relationship, proactively delivering the Cetera value proposition throughout the advisor life cycle. * Develop 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, onboarding, and sales enablement teams to ensure verified assets are transitioned to Cetera platforms within 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. What you need to have: * Bachelor’s Degree. * Minimum 6 years of Relationship & Sales Experience. * Series 7, 66, or 63/65 combo, and/or 24 FINRA Licenses. Travel Requirements: * Up to 50% for Advisor Facing Engagements & Strategic Cetera Events. Compensation: The salary range for this role is $80,000 - $100,000, plus a competitive performance-based bonus. Compensation packages are based on a wide array of factors unique to each candidate, including but not limited to skill set, years and depth of experience, certifications, and specific office location. Compensation ranges may differ in differing locations due to cost of labor considerations. #LI-Remote About Us 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 plus days of paid time off (PTO), paid holidays, and 2 paid wellness days 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 [https://cetera.com/]® ("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 one of the largest independent financial advisor networks in the nation by number of advisors, as well as 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 [https://www.cetera.com/about-us]" refers to the network of independent retail firms encompassing, among others, Cetera Advisors LLC [https://www.ceteraadvisornetworks.com/welcome], Cetera Wealth Services LLC [https://www.ceteraadvisornetworks.com/welcome] (f/k/a Cetera Advisor Networks), Cetera Investment Services LLC (marketed as Cetera Financial Institutions, [https://www.cetera.com/firms/cetera-financial-institutions] or Cetera Investors [https://www.cetera.com/firms/cetera-financial-specialists]. All firms are members FINRA/SIPC. 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 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. Please review our Workforce Privacy Policy [https://www.cetera.com/uploads/07/12/workforce_privacy_policy.pdf] for further details on what information we collect and the purposes for collection.

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Responsibilities

The consultant will serve as the primary owner of the Advisor relationship, proactively delivering the Cetera value proposition and developing engagement plans to manage the sales funnel. Key duties include driving organic growth and advisor retention by promoting Cetera's tools and collaborating with internal teams to ensure asset transition.