Product Solution Consultant

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 :

Life, Accident & Health license, Series 65 or 66 a plus

Really catch our eye with :

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.

#LI-Hybrid

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 :

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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