Senior Alternative Investments Sales Specialist
Apply NowCompany: Cetera Financial Group
Location: Dallas, TX 75217
Description:
Job Description
Cetera Financial Group is seeking a Senior Alternative Investment Sales Specialist that will be responsible fordriving sales through prospecting and providing casework assistance to financial advisors with conceptual discussions, product selection, and presentations. This is a sales role that involves making proactive phone calls to advisors to increase sales as well as responding to inbound calls, emails, and additional sales-related responsibilities. The position requires occasional travel for client regional meetings, conferences and sales events. This position will be hybrid, work from home and from your nearest Cetera office in Dallas, TX, Des Moines, IA, St. Cloud, MN, St. Paul, MN, El Segundo, CA or San Diego, CA.
What you will do:
What you will have:
Travel Requirements: Up to (15%)
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:
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,and Cetera Financial Specialists.
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.
Cetera Financial Group is seeking a Senior Alternative Investment Sales Specialist that will be responsible fordriving sales through prospecting and providing casework assistance to financial advisors with conceptual discussions, product selection, and presentations. This is a sales role that involves making proactive phone calls to advisors to increase sales as well as responding to inbound calls, emails, and additional sales-related responsibilities. The position requires occasional travel for client regional meetings, conferences and sales events. This position will be hybrid, work from home and from your nearest Cetera office in Dallas, TX, Des Moines, IA, St. Cloud, MN, St. Paul, MN, El Segundo, CA or San Diego, CA.
What you will do:
- Relationship building and engagement with advisors and with alternative investment Sponsors.
- Manage the alternative investment sales opportunities and pipeline.
- Be a subject matter expert on alternative investments as well as the investment banking services provided by our partners, Allegiance Capital Corporation and Cornerstone Financial.
- Create and execute sales and marketing campaigns to drive sales and leverage advisor and end-investor data to maximize success.
- Responsible for providing education and training for internal colleagues and advisors around best practices utilizing alternative investment solutions.
- Increase advisor engagement toward incorporating alternative investment solutions within their holistic financial plans.
- Work with product sponsors and leverage their sales teams to engage with advisors for sales support, and sales training and to help FPs close cases successfully.
- Collaborate with internal partners on large cases and continually educate them on the value of integrating alternative investments for retail clients.
- Embrace continuous learning, including regulations, through participation in due diligence events to guide advisors and internal partners by explaining trends and developments in your area of expertise.
- Writing and managing content and news items about alternative investments.
- Other job duties as assigned.
What you will have:
- Thorough understanding of financial markets and the alternative investment space.
- Demonstrated written communication skills.
- Strong presentation and speaking skills.
- 5-7 plus years of experience in the financial services industry and product support or equivalent.
- Series 7 and 63 licenses.
Travel Requirements: Up to (15%)
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+ days of paid time off (PTO), paid holidays, 1 paid wellness day and 1 day 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.
- 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 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,and Cetera Financial Specialists.
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.