Cetera Advisory Consulting Team is looking for a Regional Advisory Consulting Manager. The Regional Manager, Advisory Consulting develops & builds advisory business on Cetera's platforms through relationship building, advisory business consulting, and the development & execution of a go-to-market strategy of attraction & engagement developed & implemented for the assigned territory (Northern California, Seattle, Salt Lake City). The successful Re...
Cetera Financial Group is currently seeking an Operations Associate for our company’s office located in Des Moines, IA. 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. Cetera Financial Group is currently seeking an Operations Associate for our company’s office located in Des Moines, IA. This is a unique opportunity to join our team to provide...
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 offer diverse business opportunities that are constantly evolving, providing meaningful prospects for growth to everyone. If you are proactive, adaptable ...
At Cetera we need detailed thinkers to help us deliver quality and value to our clients. As an experienced analyst, you know how to uncover trends and tell meaningful stories through data. You collect, organize, and interpret information with ease and understand the impact your insights have on our business. Cetera Financial Group is currently seeking a Compliance Analyst focused on Regulatory and Client Response. This is a unique opportunity to ...
At Cetera we need detailed thinkers to help us deliver quality and value to our clients. As an experienced analyst, you know how to uncover trends and tell meaningful stories through data. You collect, organize, and interpret information with ease and understand the impact your insights have on our business. Cetera Financial Group is currently seeking a Compliance Analyst focused on Regulatory and Client Response. This is a unique opportunity to ...
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 offer financial recommendations for clients. This role offers a rotating office schedule once established in the responsibilities. This role can be part ...
You will be responsible for creating Raving fans by delivering excellent support to all of our advisor’s end clients. The goal is to build and maintain client loyalty as well as create the world’s most referable platform. What You Will Do. Respond to telephone support inquiries from Financial Advisors, their supporting staff in the field, and end clients. Provide ongoing service-focused support for all aspects of Cetera web portals, identify tren...
At Cetera we need detailed thinkers to help us deliver quality and value to our clients. As an experienced analyst, you know how to uncover trends and tell meaningful stories through data. You collect, organize, and interpret information with ease and understand the impact your insights have on our business. We are currently seeking an Annuity Operations Specialist to add to our team in St Cloud, MN. What you will do. Process daily work associate...