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Cetera Financial Group
Senior Business Consultant
Posted
1 week 3 days ago

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Job Description

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At Cetera, we strive for continuous improvement and evolution towards excellence. To achieve this, we require the right individuals who can support and ensure our success. We offer diverse business opportunities that are constantly evolving, providing meaningful prospects for growth to everyone. If you are proactive, adaptable to change, and thrive in a fast-paced and dynamic environment, the possibilities for advancement and success are limitless. We are currently seeking a Senior Business Consultant who will be responsible for functioning as both the primary strategic consultant for top firms affiliated with Cetera Wealth Management and a partner of value to increase the firm's competitiveness, align growth and achieve success. This role will mobilize resources, solutions and teams around key stakeholders of firm relationships (internally and externally) by acting as a practice management expert to provide deep-dive expertise to firms and create content on various high-complexity practice management topics: business planning for different business models, organizational design, and compensation (as examples). What you will do: External Business Partner engagement (Financial Professional-Facing) * Estimated travel commitment: 25-30% (including but not limited to National and Regional Conferences) * Maintain and strengthen firm and individual Financial Professional relationships * Design and deliver educational, strategic and customized presentations to Financial Professionals, key firm stakeholders and prospects * Assess and consult on our partner firms short, medium- and long-term goals; document areas to improve, develop or adapt; score and improve level of engagement; leverage Avantax solutions; and customize an effective communications strategy * Use our knowledge of Avantax Wealth Management to identify and expand a firm's lines of business and pursue new opportunities for greater share of wallet and new client acquisition initiatives * Design, develop and implement annual top tier firm business plans (and supporting materials where required) that establish expectations and engagement of Financial Professional relationships with Avantax stakeholders (ex: document business growth goals and clearly define succession plans) Internal Business Partner engagement (Cetera business unit-facing) * Support Cetera channel growth teams by providing specialized advice to their firms. * Support Cetera channel growth teams in specific campaigns across all channels (i.e., annual business planning). * Act as a 'voice of the advisor' and advocate on their behalf when working with internal team members at Avantax * Be accountable and support common firm goals * Develop, scale, and leverage 'best practices' utilized by top tier firms * Collect, prioritize and catalog current and future needs of top firms to guide Avantax business strategy * Collaborate with other internal stakeholders to support the firm's vision What you will have: * 10+ years in a Wealth Management, Relationship Management, Sales or Territory leadership role (Avantax Wealth Management or similar experience preferred) * FINRA 7, 63, 66 (or 63/65) licenses required * MBA, CFA, CFP, CIMA, CPWA or other industry designations preferred * BS/BA/BBA in business, finance, economics, accounting, or related field What is nice to have: * Expert in Microsoft Office; specifically, PowerPoint and Excel * Creativity, innovative thinking and motivation * Highly energetic self-starter with demonstrated ability to work in the field and also be an integral team member on large-scale, complex projects and relationships * Ability to prioritize solutions, drive results, and influence senior leaders in a cross-functional, diverse environment while using industry insights to help firms grow with purpose and intent Compensation: The salary range for this role is $115,000 - $145,000 plus competitive performance-based bonus. Compensation packages are based on a wide array of factors unique to each candidate, including but not limited to skill set, years and depth of experience, certifications, and specific office location. Compensation ranges may differ in differing locations due to cost of labor considerations. #LI-Remote

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