Cetera Financial Group Inc

The Strategic Engagement Analyst supports engagement initiatives across Advanced Wealth Solutions (AWS) by helping teams execute, coordinate, and measure programs that connect advisors to tools, resources, and solutions. This role blends operational coordination with analytical support, offering han

At Cetera, this role is not a traditional or reactive analyst position. This individual serves as the first point of contact during emergency events and disaster recovery situations, playing a critical role in designing, leading, and executing response plans during times of crisis for multiple locat

We are seeking a Solutions Engineer to join our team and contribute to the development and implementation of our organization's technology stack and vision. In this role, you will work closely with the technology team to understand the systems architecture, collaborate with technical staff for impro

The RIA Integration Manager leads the end-to-end due diligence and integration process for Registered Investment Advisor (RIA) firms being acquired into our parent company. Operating as the primary point of contact for the selling firm from Letter of Intent (LOI) through full integration, this role

The Data Program Manager is responsible for leading the execution of a large scale data management modernization program in close partnership with the Chief Data Officer (CDO), Chief Technology Officer (CTO), and enterprise stakeholders. The Data Program Manager provides end to end oversight across

The Client Services Coordinator serves as a key liaison for our clients and advisors, playing a pivotal role in delivering a high-touch, personalized experience for individuals and families navigating legacy planning. This role blends administrative expertise with client-facing responsibilities to e

This role 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 4 Financial Professionals. This role will not make sales, maintain a book of business, or off

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

Supervision Specialist At Cetera, we’re committed to fostering a strong culture of compliance, accountability, and operational excellence. We are seeking a Supervision Specialist to support our supervisory framework by providing principal oversight, regulatory guidance, and day‑to‑day support to fin

Cetera Financial Group is seeking a Senior Manager, Wealth Management Practice Operations to serve as an operating partner within its Owned Portfolio, a core pillar of Cetera’s corporate development and long-term value creation strategy. The Owned Portfolio consists of wealth management practices in

The Manager, Retirement Plan Solutions, is responsible for leading day-to-day service delivery and relationship management for retirement plan clients. This role manages a team of Relationship Managers (RMs) and Retirement Counselors (RCs), driving consistent client experience, plan sponsor and part

SUMMARY The Wealth Management Specialist is responsible for the initial engagement of Tier 3 advisors in the assigned Growth Team region, connecting advisors to Center of Excellence and Sales Enablement team. Provide support to the Growth Team in delivery of value-added programs and communications t

SUMMARY The Wealth Management Consultant (Mid Atlantic) is responsible for engaging, building and managing relationships with Tier 2 advisors in the assigned region. We will consider the applicants in (New York, New Jersey, Pennsylvania, Delaware, Maryland, Virginia, West Virginia, and the District

SUMMARY The Advisor Experience Specialist is responsible for managing the advisor experience within the Regional Growth Team by providing relationship driven escalation resolution and efficiency consultation to financial advisors, practices and firms in the assigned Region. Responsible for quarterba

Financial Support Associate II Description Avantax, Inc. (Avantax), a unique community within Cetera Holdings, is seeking a Financial Planning Support Associate II who will handle all client inquiries and correspondence. This individual will also prepare all client review materials and reports. The

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 with the Registered Representative(s)

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

This Associate Advisor position is for someone looking to grow in the industry as you support and partner with a group of seasoned Advisors. You will work to support and deepen relationships with a very large existing customer base. The Advisor is responsible for working with customers to help deter

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 with the Registered Representative(s)

The Remote Administration Team supports clients operating in highly regulated broker dealer environments, where precision, accountability, and customer trust are essential. We are looking for strategic thinkers and proactive problem solvers who deliver white glove, concierge level support while unde