Cetera Financial Group Inc
Service Professional
Cetera is seeking a Service Professional to join our Resource Center team in Dallas, 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 hybri
Client Services Representative
The Client Services Representative serves as a key point of contact between Financial Advisors and clients. This role is responsible for delivering exceptional client service, supporting advisor business operations, managing administrative tasks, and ensuring timely follow-through on client requests
Client Services Representative
The Client Services Representative serves as a key point of contact between Financial Advisors and clients. This role is responsible for delivering exceptional client service, supporting advisor business operations, managing administrative tasks, and ensuring timely follow-through on client requests
Client Service Specialist
The Client Service Specialist plays a key role in delivering exceptional client experiences and supporting the growth of client relationships. This position requires a minimum of one year of experience in client relationship management or customer support within the financial services industry. You
Advisor Tech Services Professional
We are seeking a customer-focused and technically savvy Technical Support Specialist to provide exceptional support to Financial Advisors, their staff, and end clients. In this role, you will serve as a primary point of contact for technical and service-related inquiries, helping users navigate syst
Senior Wealth Advisor - Hybrid
The Senior Wealth Advisor serves as the primary relationship manager for high-value and complex client relationships, delivering comprehensive, goals-based financial planning and wealth management solutions. This role combines advanced financial planning expertise with proactive business development
Tax Manager
Cetera is seeking a Tax Manager who is a talented Tax Planner/Preparer (CPA or Enrolled Agent) with strong leadership values and a client-centric mindset, who will contribute to the growth and direction of our dynamic tax team. You will work alongside our national tax team to develop and scale our d
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
Office Services Associate
The Office Services Associate is the first impression for all visitors, prospects, clients and team members. They play an important role in creating a welcoming environment and keeping the office running efficiently. Responsibilities Answer incoming phone calls professionally and direct inquiries ap
Regional Business Development Manager
Cetera Financial Group (CFG) is currently seeking a Regional Business Development Manager who will lead the Business Development process by driving the recruitment of Financial Advisors into CFG’s network of Broker-Dealers. This is a pivotal role responsible for presenting and representing CFG as th
Senior Manager, In-House Advisor Team
At Cetera, we are focused on empowering advisors, serving clients, and driving growth across our businesses. The Senior Manager, In-House Advisor Team will lead a team dedicated to delivering exceptional service, supporting advisor growth initiatives, and advancing strategic business objectives. Thi
Senior Service Professional
Cetera is currently seeking a Senior Service Professional for our RIA Service team. 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 role, located in our Dallas, TX office. Core Responsibilities:• Cultiva
Senior Service Professional
Cetera is currently seeking a Senior Service Professional for our Advisor Support team. 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 role, located in our Dallas, TX office. The hours for this role is
Senior Service Professional
Cetera is currently seeking a Senior Service Professional for our RIA Service team. 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 role, located in our Dallas, TX office. Core Responsibilities:• Cultiva
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
Internal Business Development Consultant - CFI
Cetera Financial Group is seeking a dynamic and results-oriented professional to join our Business Development team as an Internal Business Development Consultant. The primary focus of this role is to build and maintain Cetera’s Financial Institution database in Salesforce, beginning with Credit Uni
Internal Business Development Consultant - CFI
Tax Manager
What you will do: Support and manage tax team members by sharing technical expertise, assisting with training, and contributing to a collaborative learning environment Work alongside wealth advisors to help implement tax strategies that complement clients’ broader financial plans Build strong client
Senior Service Professional
Cetera is currently seeking a Senior Service Professional for our Advisor Support team. 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 role, located in our Dallas, TX office. The hours for this role is
Retirement Plan Onboarding Associate
The Retirement Plan Onboarding Associate supports the onboarding of new retirement plans by coordinating required information, documentation, and workflow activities across advisors, clients, TPA partners, and internal teams. This role helps ensure onboarding tasks are completed accurately, timely,
Manager, Complex Product Supervision
We are seeking a strategic and experienced Manager for the Complex Products team. This role will lead a team responsible for the oversight and supervision of complex investment products, including alternative investments and annuities. This role requires deep product knowledge, regulatory awareness,