Wealth Management Specialist
CeteraDallas, Texas, United States • Saint Cloud, Minnesota, United States • Des Moines, Iowa, United States
Posted February 4, 2026
75000 - 75000 USD
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.
Job Description
The Wealth Management Specialist is responsible for the initial engagement of subset advisors in the Mid-Atlantic 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.
Requirements
- Bachelor’s Degree
- Minimum 5 years of Sales, Relationship Management, and/or Service experience
- SIE and Series 7 & 66 licenses
- Envestnet experience is preferred
Benefits
- Inclusive health, dental, vision and life insurance plans
- Easy access to mental health benefits
- 20+ days of paid time off (PTO), paid holidays, 1 paid wellness day and 1 day of paid volunteer time off (VTO)
- 401(k) Savings plan with a generous company contribution (up to 5%))
- Paid parental leave
- Health Savings and Flexible Spending Account options
- Employee Assistance Program (EAP), LifeLock, Pet Insurance and more
