Wealth Management Specialist
CeteraDallas, Texas, United States
Posted March 9, 2026
Full Time
About the Company
Cetera Financial Group 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.
Job Description
The Wealth Management Specialist is responsible for the initial engagement of subset advisors in the assigned Growth Team region, connecting advisors to Center of Excellence and Sales Enablement team. This is a hybrid role, 2 days a week in the office.
Requirements
- Establish the subset advisor's relationship with the Sales Enablement team(s)
- Follow up on growth plans and roadmaps progress
- Create a value-add relationship with advisor back-office support
- Work in collaboration with business development onboarding and sales enablement teams
- Curate value line driver focused one-to-many webinars for subset advisors
- Provide post-engagement support to Wealth Management Consultants & Regional Growth Team Leader
Benefits
- Inclusive health, dental, vision and life insurance plans
- Easy access to mental health benefits
- 20 plus days of paid time off (PTO)
- Paid holidays
- 2 paid wellness days
- 401(k) Savings plan with a generous company contribution
- Paid parental leave
- Health Savings and Flexible Spending Account options
- Employee Assistance Program (EAP)
- LifeLock
- Pet Insurance
