Wealth Management Consultant

Cetera

📍 El Segundo, California, United States 💼 Full-time 🕒 Posted June 12, 2026

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Job Description

SUMMARY
The Wealth Management Consultant (Mid Atlantic) is responsible for engaging, building and managing relationships with Tier 2 advisors in the assigned region. We will consider the applicants in (New York, New Jersey, Pennsylvania, Delaware, Maryland, Virginia, West Virginia, and the District of Columbia and Texas) Our primary focus for location preferred would be New York, New Jersey, Pennsylvania, Delaware, Maryland, Virginia, West Virginia, and Texas. 
RESPONSIBILITIES
Primary owner of the Tier 2 advisor relationship working with Cetera value proposition experience throughout the advisor life cycle.
Responsible for developing & executing regular engagement plans and managing sales funnel / pipeline from discovery to completion. 
Fuel organic growth, engagement, satisfaction and retention of advisors through their adoption of Cetera growth tools, platforms and solutions. 
Work in collaboration with business development...
            

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Job Details

Location El Segundo, California
Job Type Full-time
Category Business Operations Specialists
Posted Date June 12, 2026
Application Deadline July 22, 2026