Wealth Growth Consultant for CPA Firms

Posted today

cetera financial groupDallas (TX)

Personal Financial AdvisorsPortfolio Management and Investment Advice

SENIORITY

Senior

About the role

Cetera Financial Group is seeking an AGC to deliver wealth management services in Dallas. In this role, you will guide CPA firms in implementing best practices, driving growth, and coaching on client approaches. The ideal candidate has at least 5 years of experience in financial services, demonstrated financial management skills, and the ability to foster strong relationships. This position involves both strategic execution and client interaction, requiring a collaborative and results-oriented mindset. #J-18808-Ljbffr

Before you apply

Applying takes about a minute. These four things decide how fast it moves after that.

Your profile is current

It's what we read first. Occupations, seniority and locations matter more than a long history.

Two examples you can talk through

Not a portfolio — just two pieces of work where you can explain the decisions and what you'd change.

A number in mind

What you're on now and what would make you move. We negotiate better when we know both.

Your notice period

Employers plan around it, and it's the question that stalls offers most often.

Once you apply, someone reads it and calls you before anything reaches the employer — usually within two working days.