Description:
The Community Engagement Specialist is responsible for the design, execution, and continuous improvement of community engagement programs for Avantax and the Cetera Tax Channel. This role supports strategic growth and advisor experience objectives through the planning and delivery of regional meetings, advisor councils, surveys, and continuing education programs, with a strong focus on operational excellence, measurable outcomes, and return on investment.
What you will do:
· Lead project management for multiple rounds of Amplify Regional Meetings annually, including planning, execution, follow‑up, materials development, registration sites, communications, on‑site RGT training and delivery.
· Collaborate with channel and community leadership to align engagement programming with annual strategy and business objectives.
· Manage advisor council meeting logistics, content coordination, and execution for both virtual and in‑person meetings.
· Own end‑to‑end survey administration for community and channel initiatives, including intake, design, deployment, analysis, and reporting of insights and action commitments.
· Partner with Regional Growth Teams on Voice of the Community (VoC) follow‑up efforts, including analysis of dissatisfaction drivers and development of improvement commitments.
· Maintain and report program metrics to evaluate effectiveness, identify trends, and inform ongoing iteration and improvement.
· Manage continuing education sponsorship renewals, auditing, reporting, and compliance tracking for applicable meetings and programs.
· Support webinar production, hosting, and reporting for community engagement initiatives.
· Provide general support for community engagement initiatives, including program design, marketing, and advisor communications.
· Regularly evaluate program spend against outcomes to ensure strong return on investment.
· Continuously improve processes, tools, and workflows related to engagement programming.
· Perform other duties as assigned in support of community and channel priorities.
What you need to have:
· Strong project management skills with the ability to manage multiple initiatives simultaneously and meet tight deadlines.
· Ability to collaborate effectively with cross-functional stakeholders and senior leaders.
· Analytical skills to interpret feedback, survey data, and program metrics and translate insights into action.
· Strong written and verbal communication skills for advisor-facing and internal communications.
· Proficiency in Microsoft Office tools; experience with survey platforms such as Qualtrics preferred.
· Experience supporting event planning, meetings, webinars, or continuing education program.
· Bachelor’s degree required.
· Experience in financial services or a related industry preferred.
· Event planning, survey administration, or community engagement experience preferred.
Travel Requirements: Minimum 25%
Compensation:
The base annual salary range for this role is $ 61000 to $91,000, plus a competitive performance-based 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.
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 one of the largest independent financial advisor networks in the nation by number of advisors, as well as 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 independent retail firms encompassing, among others, Cetera Advisors LLC, Cetera Wealth Services LLC (f/k/a Cetera Advisor Networks), Cetera Investment Services LLC (marketed as Cetera Financial Institutions, or Cetera Investors. All firms are members FINRA/SIPC.
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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