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
Facilities Associate
Cetera Financial Group is currently seeking a Facilities Associate to support local office operations, workplace services, and onsite hospitality. This position helps maintain a safe, organized, welcoming, and professional environment for employees and visitors. The Facilities Associate provides day
Financial Professional
At Cetera, we embrace a competitive market with tenacity and sincerity, and our sales team embodies this through various channels within our organization. They recognize the immense potential for growth and achievement that lies within our organization and strive to exceed expectations by forging me
Senior Client Accounting Specialist
At Cetera, we need detail-oriented professionals who help us deliver quality and value to our clients. As a Senior Bookkeeper/Accountant, you will independently manage client accounting and bookkeeping responsibilities, maintain accurate financial records, and provide responsive, professional servic
Senior Client Accounting Specialist
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 Dallas,
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 Dallas,
Compliance Analyst - AML
Gather and analyze applicable information and resources to ensure Firms’ Anti-Money Laundering policies and procedures, as well as all applicable laws and regulations are followed. Review and analyze daily files related to Customer Identification Programs, monitor client account activity for unusual
Elite Service Professional
Cetera is currently seeking an Elite Service Professional for our MVP Advisor Service 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
Retirement Plan Sales Consultant
At Cetera Retirement Plan Specialists, Cetera’s TPA, we aim to remove complexity from retirement plan design and administration by providing in-house expertise and guidance to the Cetera advisor community. Cetera TPA Sales Consultants strive to exceed expectations by forging meaningful connections w
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 Dallas,
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 Dallas,
Senior Specialty Operations Professional
Cetera is currently seeking a Senior Specialty Operations Professional for our 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 su
Retirement Plan Administration Consultant
At Cetera Retirement Plan Specialists (TPA), we help plan sponsors navigate the complexities of retirement plan administration with confidence. Our success is built on delivering exceptional service, solving problems proactively, and continuously improving how we work. We empower our team members to
Financial Planning Consultant
As a Financial Planning Center Consultant, you will serve as a strategic thought partner and advisor-facing technical planning resource. You will help financial advisors understand, evaluate, and apply planning concepts across common and complex client scenarios, then translate those concepts into c
Senior Growth Strategy Analyst
The Senior Growth Strategy Analyst will aggregate data from disparate enterprise sources, build advanced financial models, and deliver insights that spearhead growth initiatives, advanced analytics, and operational efficiencies in support of the Head of Growth Operations and the broader Growth Organ
Investment Research Analyst
At Cetera, we need analytical thinkers who are passionate about financial markets, investment research, and data-driven decision making. The Investment Research Analyst will support portfolio construction, asset allocation, and investment strategy development through a combination of traditional inv
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
Supervision Team Lead
The Supervision Team Lead is responsible for providing leadership, oversight, and execution of the firm's supervisory and compliance programs. This role directly supervises assigned Registered Representatives and OSJ Managers, serves as a primary escalation point for supervision-related matters, and
Senior Manager, Regional Growth Team
Accountable for leading a Regional Growth Team and its delivery of results against sales goals and organic growth value line KPIs. Primary owner of advisor relationships. This is a remote role, and candidates must be located in the Southeast Region (FL, GA, AL, LA, AR, MS). Our primary focus for loc
Client Services Representative
Key Responsibilities Serve as a liaison between Financial Advisors and clients, ensuring a high level of service and responsiveness. Answer incoming calls, schedule appointments, and coordinate meeting logistics. Prepare meeting materials, client presentations, illustrations, reports, graphs, and ch