Cetera Financial Group Inc
Business Development Manager, CPA Firm Partnerships (Wealth Management)
The Business Development Manager, CPA Firm Partnerships (Wealth Management) has a key role in delivering wealth management services to firms and driving results for CPA firms. The role of the Business Development Manager, CPA Firm Partnerships (Wealth Management) is to work directly with affiliate C
Business Development Manager, CPA Firm Partnerships (Wealth Management)
Regional Director - Central & Southeast Region
The Regional Director is responsible for leading the performance, development and strategic growth of an assigned multi-state region within Cetera Investors’ supported independence wealth management model. Reporting to the Head of Cetera Investors, this role is accountable for regional business perf
Regional Director - Northeast Region
The Regional Director is responsible for leading the performance, development and strategic growth of an assigned multi-state region within Cetera Investors’ supported independence wealth management model. Reporting to the Head of Cetera Investors, this role is accountable for regional business perf
Wealth Advisor - Hybrid
At Cetera Planning Partners (CPP), a unique community within Cetera Holdings, we strive for continuous improvement and evolution towards excellence. To achieve this, we require the right individuals who can support and ensure our success. We offer diverse business opportunities that are constantly e
Senior Client Services Representative
This person supports Financial Advisors (Registered Representatives) with running their day-to-day Investment practice while enhancing the customer service level and experience. This person works directly with the Registered Representative(s) to prepare and process client paperwork, perform client f
Senior Client Services Representative
Supervisor, Advisor Support
The Supervisor, Advisor Support is responsible for leading a team of Advisor Support Specialists and Senior Advisor Support Associates who provide operational, service, onboarding, and transition support to financial professionals and their offices. This role oversees day-to-day workflow execution,
Wealth Management Specialist
The Wealth Management Specialist at Cetera Financial Group supports a portfolio of independent financial advisors by helping them adopt Cetera tools, resources, and growth programs that improve business performance and client outcomes. This role builds trusted relationships with advisors and their s
Wealth Management Consultant
The Wealth Management Consultant partners directly with financial advisors and their practices to help grow their business and improve client outcomes. This role provides hands-on consulting across areas such as business planning, client segmentation, service models, and operational efficiency. The
Senior Service Professional
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. This is a hybrid position. Candidates must be located near our Coppell
Senior Service Professional
Wealth Management Consultant
The Wealth Management Consultant partners directly with financial advisors and their practices to help grow their business and improve client outcomes. This role provides hands-on consulting across areas such as business planning, client segmentation, service models, and operational efficiency. The
Senior Service Professional
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. This is a hybrid position requiring 2-3 days in office per week. Candi
Senior Service Professional
Senior Business Analyst, Operations
Cetera Financial Group is currently seeking a Senior Advisory Operations Business Analyst for our Advisory Operations team in our company’s office located in Dallas, TX. This is a unique opportunity to join our team to provide support for Cetera Financial Group under Specialty Operations. This is a
Supervisor, Service Experience
Cetera is seeking a Supervisor for our Advisor Tech Services team to play a key role in delivering exceptional support to our Advisors. In this role, you will lead a team dedicated to providing high-touch, personalized service through phone support, advisor emails, and online requests. We are lookin
Service Professional
Cetera is seeking a Service Professional to join our Resource Center team in Coppell, TX. This is an exciting opportunity to deliver exceptional operational support and world-class service to financial professionals and their clients while building meaningful, long-term relationships. This is a hybr
Service Professional
Hybrid Wholesaler, NFG
The Hybrid Wholesaler, NFG (Cetera Owned IMO) will develop, direct, implement, and maintain a joint business plan with an external wholesaler to achieve sales and growth goals for your assigned area of responsibility (PA, NJ, DE). Develops and grows business relationships with advisors and partner f
Service Professional
Cetera is seeking a Service Professional to join our Resource Center team in Coppell, TX. This is an exciting opportunity to deliver exceptional operational support and world-class service to financial professionals and their clients while building meaningful, long-term relationships. This is a hybr
Operations Professional
Cetera is currently seeking an Operations Professional 1 for our Transitions team located in Des Moines, IA. 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 succ
Senior Tax Associate
Join Cetera’s growing tax practice as a Senior Tax Associate, where you’ll work directly with clients, tax professionals, and wealth management partners to deliver accurate tax compliance and thoughtful tax planning support. This position is a great fit for an experienced tax professional who enjoys
Life Insurance Case Management Associate
Who we are: At NFG Brokerage, an affiliate of Cetera Financial Group, we approach the competitive financial marketplace with tenacity, sincerity, and a deep commitment to excellence. Our team embodies these values across multiple business channels—driving growth by building lasting relationships wit
Service Professional
Cetera is currently seeking a Service Professional for our team located in St. Cloud, MN. As a Service Professional at Cetera Financial Institutions, you will be responsible for creating raving fans by delivering excellent service to our clients. The goal is to build and maintain client loyalty as w