Practice Transformation Consultant

Cetera
Dallas, TX
Category Accounting
Job Description
Practice Transformation Consultant responsible for day-to-day execution of practice transformation engagement and plan creation process with prospective advisors.

Requirements

  • Demonstrated understanding of an advisor recruiting processes
  • Strong communication skills
  • Bachelor's degree in finance or a related field or equivalent
  • Minimum of 5 years of experience in Financial Services or Broker Dealer industry
  • Practice development and advisor recruiting experience
  • Series 7, 24, 66 required

Benefits

  • Inclusive health, dental, vision and life insurance plans
  • Easy access to mental health benefits
  • 20 plus days of paid time off (PTO)
  • Paid holidays
  • 2 paid wellness days
  • 401(k) Savings plan
  • Paid parental leave
  • Health Savings and Flexible Spending Account options
  • Employee Assistance Program (EAP)
  • LifeLock
  • Pet Insurance
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