Advisory Platform Consultant - El Segundo, United States - Cetera Financial Group

Cetera Financial Group

Verified Company

El Segundo, United States

1 week ago

Posted by:

Mark Lane

beBee recruiter

Description

Develop & build advisory business on Cetera's platforms through relationship building & advisory business consulting with a pipeline of advisors without advisory business experience through a goto-market strategy of attraction & engagement developed & implemented for the assigned Division.

The successful Divisional Sales Development Consultant will drive the growth of assets under management, net new assets, and growth in the advisor headcount on Cetera's advisory platforms, meeting or exceeding territory goals.

What you will do:

Â- Grow the number of 'œNew to Advisory Business'
- advisors within the Division

Â- Actively manage a pipeline of advisors with no advisory business experience

Â- Collaborate with the Divisional Leader to develop a go-to-market strategy to attract the ideal profile of advisors

Â- Responsible for allocating time at 60% consulting via phone and 40% in the field

Â- Responsible for providing advisory consultative expertise & partnership to advisors with regards to get started in the advisory business space

What you will have:

Â- 5+ years of Brokerage Sales experience

Â- Excellent telephone, written and verbal communication skills

Â- Wholesaling experience that includes consulting on and supporting fee-based advisory platforms

Â- Superior listening and client-profiling skills that enable the discernment of motivations, while arriving at a mutually beneficial outcome

Â- Highly motivated, strategic, self-driven and results oriented, yet capable of working in a collaborative manner across the organization

Â- Strong 'œgeneralist'
- understanding of the investment industry combined with more detailed knowledge of the RIA fee-based/advisory business

Â- FINRA series 7 & series 66 or 65/63 combo

What is nice to have:

Â- Wholesaling Model building skills

Â- Experience and proficiency in advisory/wealth management platforms (Envestnet; My Advice Architect)

Travel Requirements:
~40%

LI-HYBRID

What we give you in return:

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, and 2 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 planahead 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 or