Wealth Management Consultant (Northeast Region)
CeteraNew York, New York, United States • Connecticut, United States • Cambridge, Massachusetts, United States • New Hampshire, United States • Burlington, Vermont, United States • Maine, United States • Rhode Island, United States
Posted October 20, 2025
80000 - 95000 USD year
Full Time
About the Company
Cetera is a premier financial services firm dedicated to turning financial aspirations into reality. We offer comprehensive wealth management, financial advisory, and fintech solutions to empower individuals, financial professionals, and institutions. Our focus on innovative technology, collaborative platforms, and unwavering support fosters growth and achievement within our dynamic community.
Job Description
Cetera Financial Group is seeking a Wealth Management Consultant to mentor and support financial advisors, providing tailored services. This role involves guiding advisors through the sale cycle, building strong relationships with financial institutions, and fostering successful integration of wealth management solutions. Candidates will reside within the Northeast region.
Requirements
- Serve as the primary owner of advisor relationships.
- Develop and execute financial sales cycle engagement plans.
- Drive organic growth and retention of advisors.
- Lead strategic client segmentation efforts.
- Collaborate with business development and sales enablement teams.
- Actively facilitate advisor connections with subject matter experts.
Benefits
- Competitive salary
- Health insurance
- Dental insurance
- Vision insurance
- Life insurance
- Paid time off
- Paid holidays
- Wellness days
- 401(k) savings plan
- Parental leave
- Employee Assistance Program
- Mental health benefits
