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. 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 a Senior Business Consultant who will be responsible for functioning as both the primary strategic consultant for top firms affiliated with Cetera Wealth Management and a partner of value to increase the firm’s competitiveness, align growth and achieve success. This role will mobilize resources, solutions and teams around key stakeholders of firm relationships (internally and externally) by acting as a practice management expert to provide deep-dive expertise to firms and create content on various high-complexity practice management topics: business planning for different business models, organizational design, and compensation (as examples).
What You Will Do
External Business Partner engagement (Financial Professional-Facing)
- Estimated travel commitment: 25-30% (including but not limited to National and Regional Conferences)
- Maintain and strengthen firm and individual Financial Professional relationships
- Design and deliver educational, strategic and customized presentations to Financial Professionals, key firm stakeholders and prospects
- Assess and consult on our partner firms short, medium- and long-term goals; document areas to improve, develop or adapt; score and improve level of engagement; leverage Avantax solutions; and customize an effective communications strategy
- Use our knowledge of Avantax Wealth Management to identify and expand a firm’s lines of business and pursue new opportunities for greater share of wallet and new client acquisition initiatives
- Design, develop and implement annual top tier firm business plans (and supporting materials where required) that establish expectations and engagement of Financial Professional relationships with Avantax stakeholders (ex: document business growth goals and clearly define succession plans)
Internal Business Partner engagement (Cetera business unit-facing)
- Support Cetera channel growth teams by providing specialized advice to their firms.
- Support Cetera channel growth teams in specific campaigns across all channels (i.e., annual business planning).
- Act as a ‘voice of the advisor’ and advocate on their behalf when working with internal team members at Avantax
- Be accountable and support common firm goals
- Develop, scale, and leverage ‘best practices’ utilized by top tier firms
- Collect, prioritize and catalog current and future needs of top firms to guide Avantax business strategy
- Collaborate with other internal stakeholders to support the firm’s vision
What You Will Have
- 10+ years in a Wealth Management, Relationship Management, Sales or Territory leadership role (Avantax Wealth Management or similar experience preferred)
- FINRA 7, 63, 66 (or 63/65) licenses required
- MBA, CFA, CFP, CIMA, CPWA or other industry designations preferred
- BS/BA/BBA in business, finance, economics, accounting, or related field
What Is Nice To Have
- Expert in Microsoft Office; specifically, PowerPoint and Excel
- Creativity, innovative thinking and motivation
- Highly energetic self-starter with demonstrated ability to work in the field and also be an integral team member on large-scale, complex projects and relationships
- Ability to prioritize solutions, drive results, and influence senior leaders in a cross-functional, diverse environment while using industry insights to help firms grow with purpose and intent
Compensation
The salary range for this role is $115,000 - $145,000 plus 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.
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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