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 :

• Grow the number of New to Advisory Business advisors within the Division
• Actively manage a pipeline of advisors with no advisory business experience
• Collaborate with the Divisional Leader to develop a go-to-market strategy to attract the ideal profile of advisors
• Responsible for allocating time at 60% consulting via phone and 40% in the field
• Responsible for providing advisory consultative expertise & partnership to advisors with regards to get started in the advisory business space

What you will have :

• 5 years of Brokerage Sales experience
• Excellent telephone, written and verbal communication skills
• Wholesaling experience that includes consulting on and supporting fee-based advisory platforms
• Superior listening and client-profiling skills that enable the discernment of motivations, while arriving at a mutually beneficial outcome
• Highly motivated, strategic, self-driven and results oriented, yet capable of working in a collaborative manner across the organization
• Strong generalist understanding of the investment industry combined with more detailed knowledge of the RIA fee-based / advisory business
• FINRA series 7 & series 66 or 65 / 63 combo

What is nice to have :

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

Travel Requirements : 40%

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Last updated : 2024-05-24