Wealth Management Specialist

SUMMARY

The Wealth Management Specialist is responsible for the initial engagement of Tier 3 advisors in the assigned Growth Team 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.

RESPONSIBILITIES

• Establish the Tier 3 advisor relationship with the Sales Enablement team(s) that deliver comprehensive sales support directly to Tier 3 advisors & their staff.

• For Tier 2 & Tier 1 advisors, follow up on growth plans and roadmaps progress, tackling roadblocks and encouraging adoption and milestone achievement.

• Create a value-add relationship with advisor back-office support with purpose of gaining trust, improving relationships (end client), satisfaction and retention.

• Work in collaboration with business development onboarding and sales enablement teams to ensure verified assets are realized on Cetera platform(s) within defined timeframes.

• Curate value line driver focused one-to-many webinars for Tier 2 & 3 advisors.

• Provide post-engagement support to Wealth Management Consultants & Regional Growth Team Leader.

REQUIRED KNOWLEDGE, SKILLS & ABILITIES

• Bachelor’s Degree

• Minimum 5 years of Service, Relationship and/or Sales Experience

• SIE and Series 7 Licenses

Travel REQUIREMENTS

Up to 15% for Advisor Facing Engagements & Strategic Cetera Events