Wealth Management Specialist

Cetera
Dallas, TX
Job Description
The Wealth Management Specialist will engage with Tier 3 advisory clients, providing support for their growth plans and communications. They will work collaboratively with sales enablement and business development teams to ensure proper asset realization on Cetera platforms and gather feedback to improve advisor relationships. This role will be based in Dallas, Texas.

Requirements

  • Establish relationship with Sales Enablement team
  • Follow up on growth plan progress and roadmaps
  • Curate value line driver webinars
  • Provide post-engagement support to Wealth Management Consultants
  • Bachelor’s Degree

Benefits

  • Inclusive health
  • Dental
  • Vision
  • Life insurance
  • Paid time off
  • Paid holidays
  • Wellness days
  • Paid parental leave
  • Health Savings Account
  • Flexible Spending Account
  • Employee Assistance Program
  • Pet Insurance
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