Wealth Management Consultant

Job not on LinkedIn

3 days ago

🌵 Arizona – Remote

Although this job is listed in Arizona, this company may be open to hiring remote in other states.

⛰️ Colorado – Remote

Although this job is listed in Colorado, this company may be open to hiring remote in other states.

+5 more states

🌵 Arizona – Remote ⛰️ Colorado – Remote 🌪️ Kansas – Remote 🌾 Nebraska – Remote 🌶️ New Mexico – Remote 🌪️ Oklahoma – Remote 🤠 Texas – Remote

💵 $80k - $100k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

💼 Consultant

🦅 H1B Visa Sponsor

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Cnect

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HR Tech • Recruitment • SaaS

Cnect is a company that provides an innovative platform for connecting candidates with employers to streamline the hiring process. It offers features such as enhanced profile visibility, real-time notifications, direct messaging, and AI integration to improve job search efficiency for candidates and simplify the hiring process for employers. Cnect includes tools for transforming resumes into digital profiles and enables employers to cultivate candidate relationships through personalized communication and real-time messaging. With Cnect, businesses in various industries can find and onboard the best candidates more efficiently. The platform is available as a mobile app, enabling users to engage with the hiring process from anywhere.

51 - 200 employees

👥 HR Tech

🎯 Recruiter

☁️ SaaS

📋 Description

• 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.

🎯 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, 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, 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.