Cetera Financial Group Inc

The Trust Officer administers an assigned portfolio of trust accounts for Cetera Trust Company and provides responsive, personalized service to clients, beneficiaries, financial advisors, and other interested parties. This role partners with trust administration, operations, compliance, tax, new bus

At Cetera, we are at the forefront of transforming the future of technology in the financial industry, and we seek detailed thinkers to help us deliver quality and value to our clients. Our team is not intimidated by taking calculated risks, as they relish a good challenge and are eager to engage in

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

Cetera is currently seeking an Elite Reporting and Billing Professional for our team located 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 succe

Cetera is currently seeking a Senior Reporting and Billing Professional for our team located 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 succe

At Cetera, we are at the forefront of transforming the future of technology in the financial industry, and we seek detailed thinkers to help us deliver quality and value to our clients. Our team is not intimidated by taking calculated risks, as they relish a good challenge and are eager to engage in

At Cetera, we strive for continuous improvement and excellence in the advisor and client experience. The Financial Planning Consultant develops and delivers comprehensive financial plans, provides planning recommendations aligned with end-client goals, and partners with financial professionals to ex

At Cetera, we strive for continuous improvement and excellence in the client experience. The Estate Planning Advisor serves as a client-facing resource who educates clients on estate planning concepts, identifies planning objectives, and facilitates the preparation and implementation of estate plann

Client Services Representative – S1 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 proces

This is a unique opportunity within Cetera Holdings, and we are seeking a Senior Manager, Tax Practice a strategic thinker and experienced CPA or Enrolled Agent who’s passionate about mentoring others and making a real difference for clients. In this role, you’ll help shape the future of our tax off

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

The Operations Assistant supports Financial Professionals with the operational and administrative management of their investment practice. This role focuses on executing day-to-day operational workflows, managing documentation and service requests, and maintaining organized, compliant processes to e

Client Services Representative – S1 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 proces

The Demand Center Outbound Sales Specialist supports Cetera’s growth efforts by identifying, qualifying, and nurturing prospective financial advisor opportunities through outbound prospecting. This role serves as an early point of contact for prospective advisors, using a consultative approach to un

The Demand Center Outbound Sales Specialist supports Cetera’s growth efforts by identifying, qualifying, and nurturing prospective financial advisor opportunities through outbound prospecting. This role serves as an early point of contact for prospective advisors, using a consultative approach to un

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

Cetera is currently seeking a Senior Service Professional for our MVP Service Experience team in Coppell, 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 wee

At Cetera, we strive for continuous improvement and evolution towards excellence. To achieve this, we require the right individuals who can support and ensure our success. Our corporate team is the backbone of our operations, providing support in various areas such as legal, finance, and HR. We offe

Cetera Financial Group is currently seeking a Senior Operations Associate for our company’s office located in Dallas Texas or St. Cloud Minnesota. This is a unique opportunity to join our team to provide operational support and world class customer service to our broker dealer clients. What we need:

At Cetera we need detailed thinkers to help us deliver quality and value to our clients. As a Manager, Tax Practice an experienced CPA or Enrolled Agent who thrives on collaboration, leadership, and client impact. In this role, you’ll help guide our growing tax team, work together with wealth adviso