Job Description

Job Description

Cetera Financial Group is currently seeking a Advisory Product Solution Consultant. This is a unique opportunity to join our team that is responsible for directing our financial professionals with unbiased guidance on available investment products. The Advisory Product Solution Consultant will support financial professionals in understanding how to implement various investment strategies and products into their practice. To support advisor and client investment challenges, the Wealth Management Consultant must have a deep working knowledge of major product lines such as mutual funds, annuities, alternative investments and others, an ability to connect investor challenges to product solutions, and educate financial professionals on how to implement these solutions into their practice.

The position requires strong consultative skills and an ability to assist financial professionals with sales ideas, prospecting techniques, overcoming sales objections, unbiased product guidance and determining the best approach to closing sales opportunities, including developing strategies for point-of-sale meetings. The role will regularly interact with numerous departments including Advisory Sales, Growth Officers, Financial Planning, Advanced Planning, Due Diligence, Compliance, Supervision, and Operations.

Advisory Product Solution Consultant will provide education to advisors through in-bound and outbound phone activity, support key institutional training opportunities, manage webinars, etc.

What you will do:

• Act as Subject Matter expert for the product lines supported by the team consisting of, but limited to, annuities, mutual funds, 529s, alternative investments, structured products, and donor advised funds
• Consult with advisors to deliver product guidance specific to client scenarios.
• Assist advisors with strategic sales ideas and competitive product positioning and provide advisors with guidance as to best-in-class solutions and resources from our partner firms
• Support advisor education on key investment challenges such as secure income needs and college planning
• Track phone metrics, emails, and consultations to measure activity, types of questions, etc.
• Provide leads to Wealth Management Consulting, Growth Officer, National Product Sales Desk & Financial Planning Teams when appropriate
• Provide industry trend insights to advisors and support marketing and educational campaigns through inbound and outbound calls with advisors, one-on-one consultations, and presentations
• Interface with partner firms
• Advocate for the resources, tools, services, and support we provide our financial professionals.
• Other duties as assigned

What you need to have:

• Bachelor’s degree or equivalent experience required
• 5+ years of Sales experience in the financial services industry
• FINRA series 7 securities registration.
• Life, Accident & Health license, Series 65 or 66 a plus
• Phenomenal communication, presentation, public-speaking and interpersonal skills
• Strong customer service, problem-solving, and communication skills (Positive attitude and ambition to help others) including adaptability to different personality types
• Presentation/training skills to conduct group training program
• Must be flexible, detail-oriented, and self-directed with strength in multitasking prioritization
• Work well independently and collaboratively, and have a desire to be part of a cohesive team
• Willingness to learn and self- teach
• Strong Microsoft Office skills (Word, Excel and Power Point)

Really catch our eye with:

• Industry Credentials such as CFP, CLU, ChFC, CIMA, and CAIA
• Strong aptitude for technology
• Ability to solve complex problems, focusing on results
• Ability to work on multiple projects simultaneously, independently or in a collaborative environment
• Ability to synthesize ideas and concepts into cohesive stories
• Convey technical information to users in non-technical, clear terms.
• Ability to thrive in a fast-paced, sometimes stressful, and constantly evolving environment
• Attention to detail and time-management skills.
• A deep functional understanding of investment and protection products
• A positive, helpful demeanor
• State Insurance License highly preferred

Compensation:

The base annual salary range for this role is $70,000 to $90,000, plus a competitive performance-based bonus. Base annual salary depends on a wide array of factors, including but not limited to skill set, years and depth of experience, certifications, and location. Base annual salary may also differ significantly due to geography and cost of labor considerations.

About Us

What we give you in return:

Not many teams can say that they support people’s dreams coming to life… We happen to do that every day. And as important as we know your career is, we recognize that there’s a whole lot more to life. To ensure that our Employees can make the most of their time outside of working hours, we offer a competitive salary and for full-time roles, a benefits package including:

• Inclusive health, dental, vision and life insurance plans built to support diverse lifestyles, offer preventative care, and protect against hardship.
• Easy access to mental health benefits to meet our team members and their families where they are.
• 20+ days of paid time off (PTO), paid holidays, and 2 paid wellness days to give our employees the time they need to stay close with their loved ones, recharge, and give back to their communities.
• 401(k) Savings plan with a generous company contribution (up to 5%), and access to a financial professional to offer our employees the opportunity to plan-ahead for a strong financial future well beyond their working years.
• Paid parental leave to support all team members with birth, adoption, and foster.
• Health Savings and Flexible Spending Account options to help you save money on healthcare, daycare, commuting, and more.
• Employee Assistance Program (EAP), LifeLock, Pet Insurance and more.

About Cetera Financial Group:

Cetera Financial Group® ("Cetera") is a leading network of independent retail broker-dealers empowering the delivery of objective financial advice to individuals, families and company retirement plans across the country through trusted financial advisors and financial institutions. Cetera is an independent financial advisor network and a leading provider of retail services to the investment programs of banks and credit unions.

Through its multiple distinct firms, Cetera offers independent and institutions-based advisors the benefits of a large, established broker-dealer and registered investment adviser, while serving advisors and institutions in a way that is customized to their needs and aspirations. Advisor support resources offered through Cetera include award-winning wealth management and advisory platforms, comprehensive broker-dealer and registered investment adviser services, practice management support and innovative technology.

"Cetera Financial Group" refers to the network of retail independent broker-dealers encompassing, among others, Cetera Advisors, Cetera Advisor Networks, Cetera Financial Institutions,and Cetera Financial Specialists.

Cetera Financial Group is committed to providing an equal employment opportunity for all applicants and employees. For us, this is the only acceptable way to do business. Accordingly, all employment decisions at the Cetera Financial Group, including those relating to hiring, promotion, transfers, benefits, compensation, and placement, will be made without regard to race, color, ancestry, national origin, citizenship, age, physical and/or mental disability, medical condition, pregnancy, genetic characteristics, religion, religious dress and/or grooming, gender, gender identity, gender expression, sexual orientation, marital status, U.S. military status, political affiliation, or any other class protected by state and/or federal law.

Agencies please note : this recruitment assignment is being managed directly by Cetera’s Talent Acquisition team. We will reach out to our preferred agency partners in the rare instance we require additional talent options. Your respect for this process is appreciated.

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