Cetera Financial Group Inc

Sr. Client Services Representative – This person supports Financial Professionals (Registered Representatives) with running their day-to-day Investment practice while enhancing the customer service level and experience. This role may cover up to 3 Financial Professionals. This person works directly

Cetera is currently seeking a Senior Service Professional for our Advisor Support team in Dallas, TX. This is a unique opportunity to join our team in providing operational support and world-class customer service to our clients. There is potential for this to be a hybrid role based on a successful

We are looking for an Operations Associate to join our team and support our organization by managing the day-to-day tasks and administrative needs of our business operations. As an Operations Associate, you will be responsible for completing various administrative tasks and enforcing the organizatio

Position Title: IRA Coordinator Location: Saint Cloud, MN Schedule: 8am-5pm, in office What we do here: Cetera is a leading financial advice firm. Comprehensive services include: wealth management solutions, retirement plan solutions, advisory services, practice management support, innovative techno

The Privacy Specialist serves as a key contributor to the enterprise privacy program for a FINRA-registered broker-dealer and SEC-registered investment adviser. This role operates with a high degree of independence and judgement, leading assigned privacy workstreams and supporting compliance with ap

Cetera Financial Group (CFG) is seeking an Internal Communications Specialist who will focus on supporting internal communications and executing projects and activities. The Specialist will work collaboratively with the Internal Communications team and cross-functional colleagues throughout Cetera t

The Commissions Associate is an integral part of the Commissions team, a motivated self-starter with a focus on accurate processing of commission revenue and maintaining a commitment to service standards. The ideal candidate will be a quick learner with a resourceful approach to researching and reso

The Broker Dealer (BD) Compliance team is responsible for helping ensure the Firm’s policies and procedures are followed regarding the products, processes, procedures, and services offered. Our core function is to guide and advise our internal partners and field personnel on the broker dealer polici

About the Role As an RIA Integration Manager, you’ll lead the full lifecycle of bringing newly acquired Registered Investment Advisor (RIA) firms into our organization. From the moment a deal is signed through full integration, you’ll act as a primary contact and trusted partner for advisors and the

Cetera is currently seeking a Senior Service Professional for our Advisor Support team in Dallas, TX. This is a unique opportunity to join our team in providing operational support and world-class customer service to our clients. There is potential for this to be a hybrid role based on a successful

At Cetera, our Information Security organization protects employees, advisors, and clients from evolving cyber threats across cloud, SaaS, and emerging AI-enabled technologies. As artificial intelligence capabilities expand across the enterprise, Cetera is investing in secure AI adoption, governance

The Payroll Specialist supports the accurate and timely processing of payroll for approximately 3,000 multistate employees. This role performs a variety of payroll support functions that may include time & attendance (T&A) review, absence administration, employee inquiry resolution, payroll data upd

The Associate Retirement Plan Solutions Specialist plays a key role in approving new business and existing business for the Retirement Plan Solutions team. This position supports the approval and maintenance of group retirement plan accounts and requires effective communication with advisors, record

The Senior Advisor Training Associate within our Financial Planning team supports advisor success by providing guidance, training, and real-time assistance across financial planning tools and workflows. This role partners closely with advisors to help them effectively build, deliver and refine finan

We are at the forefront of transforming the future of technology in the financial industry, and we seek curious, practical individuals to help us pave the way. Our team is not intimidated by taking calculated risks, as they relish a good challenge and are eager to engage in problem-solving. As a mem

Avantax, Inc. (Avantax), a unique community within Cetera Holdings, is seeking a Financial Planning Consultant who will service a book of business provided by Avantax Planning Partners (APP). The Financial Planning Consultant will be responsible for growing this book over time through leads and refe

As a Talent Acquisition Partner at Cetera Financial Group, you’ll do more than fill roles—you’ll play a key part in shaping the teams that move our business forward. Partnering closely with leaders across the organization, you’ll own the full recruitment lifecycle while acting as a trusted advisor o

The Senior Product Manager – Cash Management partners with the Head of Banking Solutions Product Area (who owns cash management strategy) to execute the cash management roadmap and deliver a competitive, compliant, and advisor-friendly suite across debit cards, payments, check writing, and bill pay.

The Senior Community (Financial Institutions) Recruiting Specialist plays a crucial role in attracting and onboarding individual advisors and financial programs for partner banks and credit unions. This position serves as the main point of contact for financial institution partners regarding individ

Cetera is seeking an Associate Financial Planning Consultant who will work directly with the Financial Planning Consultant to deliver successful onboarding and ongoing service of CPA planning relationships. The Associate Financial Planning consultant is an integral part of delivering an exceptional