Wealth Management Program Consultant:
Job Overview
A professional who will play a key role in executing projects and activities within Citadel’s Wealth Management program. You will plan and implement these projects and activities utilizing strong organizational and time-management skills. This position will work directly with the team that consists of the SVP or Wealth Management, Vice President of Client Services, Financial Advisors, and Financial Associates.
Responsibilities
Experience
Qualifications and Education Requirements
Additional Skills/Notes
Education and Training
Cetera is nationally recognized as a self-clearing broker-dealer, registered investment adviser, and insurance agency serving the clients of nearly 500 institutions with assets ranging from $15 million to $13 billion nationwide. At Cetera, we’re committed to helping you reach your goals – both professionally and personally. From outstanding income potential and scheduling flexibility to round-the-clock support and best-in-class training, the Cetera team continues to build on a reputation for success that is more than 30 years in the making. As a member of our organization, you’ll have access to:
· A clear transition plan and timeline so you know what to expect, and when
· Our orientation course to give you an overview of all the tools and services available to you
· Assistance with account transfers and paperwork, and frequent updates on their status
· Help with communications to your current clients about your transition
· In-person, online, and self-guided training on the breadth of our AdviceWorks technology platform
· New business cards, stationery, and email address
· An introduction to our vast marketing resources, so you can start using them with current and prospective clients
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