Cetera Financial Group (CFG) is currently seeking an experienced Regional Business Development Manager, Tax Channel, who will lead the Business Development process by driving the recruitment of Financial Advisors & Accounting Firms. This is a pivotal role responsible for presenting and representing CFG as the Tax business organization of choice for independent, growth-oriented firms. The Senior Manager will manage the recruitment of prospective accounting firms and promote CFG’s value proposition in the industry. An ideal candidate will have established relationships and an entrepreneurial drive for success. It is critical that this role focuses on the recruitment of CPA firms who want to participate in our turnkey program. This will be a work from home opportunity that requires traveling 50% of the time.
What you will do:
-Develop leads and build relationships with prospective Financial Advisors. through professional yet persistent, ongoing contact.
-Recruiting Accounting/CPA Firms -Create a recruiting plan for your territory.
-Accountable for meeting recruitment goals.
-Serve as the primary point of contact with Financial Advisors, articulate and sell our business model and the benefits of affiliating with CFG.
-Use your discretion in evaluating an advisor’s fit for CFG through knowledge of their book of business and other interactions with the advisor.
-Deliver business presentations to prospective advisors and provide consultative support on CFG services, products, and technology.
-Negotiate and close offers to Financial Advisors by comparing our independent brokerage model to the advisor’s existing compensation structure.
-Capture recruiting activity throughout the Business Development pipeline using tools including but not limited to Salesforce and Excel.
-Participate in outbound social media and call campaigns related to Business Development.
-Work with cross-functional teams to support ongoing solution development and execution of recruiting process enhancements.
What you need to have:
-Minimum 5-8 years related work experience within financial services (Public Accounting, Wealth Management, Advisory) within a sales environment.
-FINRA Series 7, 65 or 66 licenses.
-Negotiation and creating compelling value propositions for prospective clients.
-Effective communication and presentation techniques.
-Working knowledge of Salesforce and Excel.
-Understanding of the sales process and relevant metrics.
-Strong knowledge of the Financial Services industry.
-Ability to represent CFG within the community and professional organizations.
What is nice to have:
-Bachelor’s Degree
-FINRA Licenses including Series 7; 65; 66; SIE
-Wholesaling Experience / Recruiting Background
-CPA License (preferred)
Travel Requirements: 50%
Compensation: The base annual salary range for this role is $100K-$110K, plus an incentive-based performance 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.
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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
Cetera Financial Group® (Cetera) is a leading network of independent retail broker-dealers and registered investment advisers 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 and a leading provider of retail services to the investment programs of banks and credit unions.
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 (Cetera) is a network of independent retail firms, including those that are members of FINRA/SIPC: Cetera Advisors LLC; Cetera Wealth Services, LLC (formerly known as Cetera Advisor Networks); Cetera Investment Services LLC (marketed as Cetera Financial Institutions or Cetera Investors); and Cetera Financial Specialists LLC. Entities registered as investment advisers with the Securities and Exchange Commission include Cetera Investment Management LLC and Cetera Investment Advisers LLC. Cetera's principal office is located at 655 W. Broadway, 11th Floor, San Diego, CA 92101. Avantax Planning Partners, Inc. is an SEC registered investment adviser within the Aretec Group, Inc. (dba Cetera Holdings, an affiliate of Cetera). All the referenced entities are under common ownership.
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, 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.
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Job details are sourced from the employer's original posting.
Open job postingAbout the company
Cetera Investors is a financial services firm that provides investment and financial planning services to individuals and businesses. They offer a range of solutions to help clients achieve their financial goals.