The Advisor Experience Specialist is responsible for managing the advisor experience within the Regional Growth Team by providing relationship‑driven escalation resolution and efficiency consultation to financial advisors, practices, and firms in the assigned Region. The role involves quarterbacking advisor escalations across enterprise functions, routing and following up on issues to ensure timely resolution within service level agreements. This hybrid position is based at our Dallas, TX Hub and requires office attendance 2–3 days per week. Responsibilities Work with advisors, practices and firms to drive adoption of AdviceWorks tools and technology. Align and deploy internal resources, coaching, training & direct support to address identified productivity gaps. Drive efficiency with advisors, practices and firms to reduce escalations, lower NIGO, and increase AdviceWorks adoption. Receive, escape and/or route advisor service and support issues across STTO, Case Management, Supervision, Compliance, Products Commissions, Trading, Licensing & Registration and other applicable teams for issues not resolved through normal service channels. Provide updates on issue resolution to Growth Team and Advisor(s) / Firm(s) involved. Manage SLAs, ticketing system status and ticketing issues that arise from advisors through the Regional Growth Team for resolution. Work directly with a dedicated Service Officer for all service and operations escalations that are more complex in nature. Qualifications Minimum 3 years of Service, Sales Support and/or Relationship Service Experience Nice to Have SIE and Series 7 (Desired) Bachelor’s Degree (Preferred) Travel Requirements Up to 10% for Face‑to‑Face Issue Resolutions & Proactive Efficiency Engagements If Needed Compensation Range The base annual salary range for this role is $55,000.00-$75,000.00, plus a competitive performance‑based bonus. Benefits Inclusive health, dental, vision, and life insurance plans built to support diverse lifestyles. Easy access to mental health benefits for employees and families. 20+ days of paid time off (PTO), paid holidays, and 2 paid wellness days. 401(k) savings plan with a generous company contribution (up to 5%). Paid parental leave to support all team members with birth, adoption, and fostering. Health Savings and Flexible Spending Account options. Employee Assistance Program (EAP). Cetera Financial Group is committed to providing an equal employment opportunity for all applicants and employees. All employment decisions at 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, 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. #J-18808-Ljbffr
Advisor Experience Specialist • Dallas, TX, United States
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