Teams at Cetera Financial Group

The Wealth Management Specialist connects subset advisors to sales support teams and aids in achieving growth plans and client satisfaction.

Process and research commission inquiries for advisors using Salesforce, analyze commission cases, resolve issues within service levels, identify root causes and recommend efficiencies, support training, handle customer calls, and contribute to complex projects with attention to accuracy and service.

The Affiliate Growth Consultant drives the wealth management services for CPA firms, implements growth strategies, coaches CPAs, and tracks progress in CRM.