Wealth Management Specialist

Cetera
El Segundo, CA
Category Insurance
Job Description
The Wealth Management Specialist will be responsible for engaging advisors in the Growth Team, providing value-added programs and communications to tier-level advisors. This role involves relationship management, program delivery, and collaboration with other teams to ensure advisor satisfaction and retention. The specialist will focus on providing a value-add experience to grow the client and retention of advisors.

Requirements

  • Bachelor’s Degree or equivalent mix of education and experience
  • Minimum 5 years of Service, Relationship and/or Sales Experience in Financial Services
  • SIE and Series 7 Licenses (or ability to gain within 90 days)
  • Proficiency in MS Office Suite and CRMs (e.g. Salesforce)
  • Travel within Advisor Facing Engagements & Strategic Cetera Events (up to 15%)

Benefits

  • Inclusive health, dental, vision and life insurance
  • Easy access to mental health benefits
  • 20+ days of paid time off
  • 401(k) Savings plan with a generous company contribution
  • Health Savings and Flexible Spending Account options
  • Employee Assistance Program
  • Pet Insurance
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