Job Description
At Cetera, we strive for continuous improvement and evolution towards excellence. To achieve this, we require the right individuals who can support and ensure our success. Our corporate team is the backbone of our operations, providing support in various areas such as legal, finance, and HR. We offer diverse business opportunities that are constantly evolving, providing meaningful prospects for growth to everyone. If you are proactive, adaptable to change, and thrive in a fast-paced and dynamic environment, the possibilities for advancement and success are limitless. We are currently seeking to add an Advisor Training Specialist to add to our team. This position will be Remote, work at home, and will travel domestically as needed.
What You Will Do
- Become a subject matter expert on all aspects of the Cetera field technology platform as well as the associated business processes.
- Deliver virtual and in-person instructor-led training events such as webinars, breakout sessions, and workshops.
- Provide one-to-one and small group coaching to financial professionals and assistants on the technology platform and other business processes.
- Present technology demonstrations for recruits and other interested parties.
- Facilitate live virtual forums and discussions.
- Proactively solicit feedback on training and support needs from members of the field organization.
- Interpret, prioritize, and evaluate incoming questions from users.
- Provide timely, accurate responses to inbound and escalated service calls, chats and emails related to usage of the technology platform applications.
- Convey technical information in non-technical terms and clearly present complex information to a variety of audiences.
- Assist in the development of training collateral including presentations, job aids and other resources.
What You Will Have
- 3+ years of experience in the Financial Services Industry
- 1+ year of technical and/or training experience
- Phenomenal communication, presentation, public-speaking and interpersonal skills
- Strong customer service, problem-solving, and communication skills (Positive attitude and ambition to help others) including adaptability to different personality types
- Bachelor's degree (Military education or experience may be considered in lieu of civilian requirements listed)
What Is Nice To Have
- Experience within the independent Broker/Dealer space.
- FINRA Series 7 securities registration
- Proven success within a customer service-oriented role
- Strong aptitude for technology
Compensation: T he salary range for this role is [$65,000], [plus competitive performance-based variable compensation package , average $35K ] 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.
About Us
What we give you in return:
Benefits
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+ days of paid time off (PTO), paid holidays, 1 paid wellness day and 1 days of paid volunteer time off (VTO) 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 ® ("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 an independent financial advisor network and 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 " refers to the network of retail independent broker-dealers encompassing, among others, Cetera Advisors , Cetera Advisor Networks , Cetera Financial Institutions, Cetera Financial Specialists , and First Allied Securities .
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 the 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.
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