Sourcing And Engagement Specialist

What we need:

Cetera Financial Group, the largest privately held broker-dealer in the nation, is currently seeking a Sourcing and Engagement Specialist. The role will provide support for a designated territory, working with Financial Advisors to promote, sell and support the fee-based advisory business model. The primary objective of the position is to drive the growth of assets under management and net new assets on Cetera’s platforms by identifying new clients.

What you will do:

• Create sales opportunities with financial advisors by making outbound calls daily as well as taking daily inbound calls while partnering with Regional Recruiting team.
• Support as needed for home office visit events
• Track recruiting activity (daily/monthly/quarterly) and record results against specific goals and metrics.
• Other duties as assigned
• Targeted calling of financial advisors affiliated with Broker Dealers in the news and in general
• Outbound call support for recruiter/wholesaler events, setting appointments for external recruiter meetings
• Social media research identifying and contacting financial advisors from marketing related efforts – media source whitepaper

What you need to have:

• Recent graduate
• 1-3 years of experience working within the financial services space or sales experience
• Excellent telephone, written and verbal communication skills
• Innovative self-starter with a strong work ethic

Compensation Range:

The salary range for this role is $60,000 - $65,000, plus competitive performance-based bonus. Compensation packages are based on a wide array of factors unique to each candidate, including but not limited to skill set, years and depth of experience, certifications, and specific office location. Compensation ranges may differ in differing locations due to cost of labor considerations.

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:

• 20+ days of paid time off (PTO), paid holidays, and 2 days of paid volunteer time off (VTO) to give our employees the time they need to stay close with their loved ones, recharge, and give back to their communities
• Health Savings and Flexible Spending Account options to help you save money on healthcare, daycare, commuting, and more
• Easy access to mental health benefits to meet our team members and their families where they are
• Inclusive health, dental, vision and life insurance plans built to support diverse lifestyles, offer preventative care, and protect against hardship
• Employee Assistance Program (EAP), LifeLock, Pet Insurance and more
• Paid parental leave to support all team members with birth, adoption, and foster
• 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

COVID-19 Awareness :

Cetera is committed to providing a safe and healthy work environment for all employees. As part of this duty of care, Cetera will periodically review our policies and procedures and may update these to ensure fulfillment of our commitment. We strive to follow both CDC and local guidance, and, as such, there may be specific requirements within our sites which will be provided to you prior to your start date.

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, Cetera Financial Specialists , and First Allied Securities .

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.

Please review our Workforce Privacy Policy for further details on what information we collect and the purposes for collection.