Cetera Financial Group
Affiliate Growth Consultant
Dallas, TX, United States
Sponsorship not specifiedDetected 51 days ago
Mentoring
About the role
- The AGC is a key role in delivering wealth management services to firms and driving results for CPA firms.
- The role of the AGC is to work directly with affiliate CPA firms to grow their wealth management business.
Responsibilities
- The AGC guides the firm to implement best practices for establishing wealth management as a core offering in their firm, including prospecting wealth management leads and coaching CPAs on an effective client approach.
- Our unique approach to client development combines a need for financial planning expertise, coaching, lead identification, and data management into one position focused on helping CPAs help their clients.
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