Job Description
Full job description
Responsible for the day-to-day execution of the practice transformation engagement and plan creation process with prospective advisors including intake and engagement, planning, offer creation and offer acceptance. The nature of the role is to be able to balance between business development and practice management consulting by acting as a recruiter for Cetera, showing excitement for the brand. As well as an Advisor/Consultant, driving practice transformation towards Cetera's in-house platform, "My Advice Architect". This role is a HYBRID position, which will required to be in the Dallas office location (Wed, Thurs and 2nd & 4th Friday of the month).
What you will need to do:
Responsible for building and executing practice transformation playbook(s).
Define, build and execute a Practice Transformation Concierge Process that includes engagement with pre-affiliation, onboarding and advisory support teams.
Responsible for tracking success stories and reporting on results and outcomes of practice transformation engagements and implementations with advisors.
Partner closely with Financial Planning & Analysis and CBA teams to create & deliver practice transformation and transition assistance offers.
Responsible for identifying opportunities to improve the engagement and execution model.
Responsible for executing successful implementation and partner hand-offs of practice transformation plans.
Other duties as assigned.
What you will need to have:
Demonstrated understanding of an advisor recruiting processes
Strong communication skills
Bachelor's degree in finance or a related field or equivalent.
Minimum of 5 years of experience in Financial Services or Broker Dealer industry
Practice development and advisor recruiting experience
Series 7, 24, 66 required
What are nice to have:
Fusce est. Vivamus a tellus.
Travel Requirements: Up to 50%
Compensation: The base annual salary range for this role is $107,000 to $137,000, plus a competitive incentive-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:
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 plus 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 one of the largest independent financial advisor networks in the nation by number of advisors, as well as 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 independent retail firms encompassing, among others, Cetera Advisors LLC , Cetera Wealth Services LLC (f/k/a Cetera Advisor Networks), Cetera Investment Services LLC (marketed as Cetera Financial Institutions, or Cetera Investors . All firms are members FINRA/SIPC.
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 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, ****** 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.
Please review our Workforce Privacy Policy for further details on what information we collect and the purposes for collection.
Responsible for the day-to-day execution of the practice transformation engagement and plan creation process with prospective advisors including intake and engagement, planning, offer creation and offer acceptance. The nature of the role is to be able to balance between business development and practice management consulting by acting as a recruiter for Cetera, showing excitement for the brand. As well as an Advisor/Consultant, driving practice transformation towards Cetera's in-house platform, "My Advice Architect". This role is a HYBRID position, which will required to be in the Dallas office location (Wed, Thurs and 2nd & 4th Friday of the month).
What you will need to do:
Responsible for building and executing practice transformation playbook(s).
Define, build and execute a Practice Transformation Concierge Process that includes engagement with pre-affiliation, onboarding and advisory support teams.
Responsible for tracking success stories and reporting on results and outcomes of practice transformation engagements and implementations with advisors.
Partner closely with Financial Planning & Analysis and CBA teams to create & deliver practice transformation and transition assistance offers.
Responsible for identifying opportunities to improve the engagement and execution model.
Responsible for executing successful implementation and partner hand-offs of practice transformation plans.
Other duties as assigned.
What you will need to have:
Demonstrated understanding of an advisor recruiting processes
Strong communication skills
Bachelor's degree in finance or a related field or equivalent.
Minimum of 5 years of experience in Financial Services or Broker Dealer industry
Practice development and advisor recruiting experience
Series 7, 24, 66 required
What are nice to have:
Fusce est. Vivamus a tellus.
Travel Requirements: Up to 50%
Compensation: The base annual salary range for this role is $107,000 to $137,000, plus a competitive incentive-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:
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 plus 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 one of the largest independent financial advisor networks in the nation by number of advisors, as well as 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 independent retail firms encompassing, among others, Cetera Advisors LLC , Cetera Wealth Services LLC (f/k/a Cetera Advisor Networks), Cetera Investment Services LLC (marketed as Cetera Financial Institutions, or Cetera Investors . All firms are members FINRA/SIPC.
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 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, ****** 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.
Please review our Workforce Privacy Policy for further details on what information we collect and the purposes for collection.
💡 Quick Summary
Seeking a career-building opportunity? The Practice Transformation Consultant position is now open for candidates interested in the Construction, Repair & Maintenance Services sector. This role in Dallas offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Construction, Repair & Maintenance Services is a plus.