The Associate Retirement Plan Solutions Specialist plays a key role in approving new business and existing business for the Retirement Plan Solutions team. This position supports the approval and maintenance of group retirement plan accounts and requires effective communication with advisors, recordkeepers, and internal stakeholders. The ideal candidate is adaptable, eager to learn, and a self-starter. Success in this role requires the ability to...
Cetera Financial Group is currently seeking an Sr. Office Services Associate for our Dallas, TX location. This is a unique opportunity to join our team to deliver world class customer service to our colleagues and clients. What you will do. Assist with managing budgeting for home office hand branch expenses. Understand and assist with vendor setup and payment processing for home office. Maintain departmental financial records. Manage and maintain...
Cetera Financial Group. is currently seeking an Principal, Strategic Relationships. This is a unique opportunity to join our team to develop and execute cross-enterprise growth strategies between our network of distribution partners, broker/dealers, and financial professionals. What you will do. Support the primary liaisons managing Cetera Financial Group’s relationships with strategic distribution partners representing various product lines. Ide...
We are establishing a new centralized Sales Enablement (SE) function at Cetera Financial Group, and this is an exciting opportunity to join as a founding team member. In the Senior Sales Enablement Manager, GTM Strategy & Optimization role, you will shape the strategy, infrastructure, processes, and programs that will drive revenue growth across the organization. You will collaborate with Sales, Marketing, Product, and Technology teams to design,...
Cetera is seeking an experienced Public Relations Manager to join our dynamic Corporate Communications team. This role will help elevate Cetera’ s brand presence, strengthen our share of voice with industry and national news media while ensuring consistent delivery of impactful, day-to-day communications. The ideal candidate has. 6 years of PR experience, preferably in financial services, with strong writing skills and proven ability to handle he...
Cetera is seeking an experienced Public Relations Manager to join our dynamic Corporate Communications team. This role will help elevate Cetera’ s brand presence, strengthen our share of voice with industry and national news media while ensuring consistent delivery of impactful, day-to-day communications. The ideal candidate has. 6 years of PR experience, preferably in financial services, with strong writing skills and proven ability to handle he...
Job Description. 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 financial transactions, maintain client relationships, schedule appointments, and communicate with clients and financial companies. Th...
The Risk Controls team is responsible for making sure that the Firm’s policies and procedures are followed regarding the products, processes, procedures, and services offered. Our core function is to guide and advise our internal partners and field on the policies and procedures of the firm, as well as the rules and regulations of our highly regulated industry. We work in partnership to find solutions where possible to the challenges faced by our...
Job Description. Avantax, Inc. (Avantax), a unique community within Cetera Holdings, is seeking a. Senior Manager, Tax Practice. who is a talented CPA (Certified Public Accountant) with strong leadership values and a client-centric mindset, who will contribute to the growth and direction of our dynamic tax team. the Sr. Manager will work alongside our tax team to develop and scale our domestic tax preparation, compliance, and tax planning offerin...
The Risk Controls team is responsible for making sure that the Firm’s policies and procedures are followed regarding the products, processes, procedures, and services offered. Our core function is to guide and advise our internal partners and field on the policies and procedures of the firm, as well as the rules and regulations of our highly regulated industry. We work in partnership to find solutions where possible to the challenges faced by our...
At Cetera Retirement Plan Specialists (TPA), we value continuous process improvement with the goal of making things more efficient while providing a better experience for our clients and demonstrating a mindset of owning and seeing issues through to resolution. We are always on the lookout for individuals who thrive on challenges, take initiative, and are committed to making a difference. If you possess these qualities and are eager to join a ded...
The Risk Controls team is responsible for making sure that the Firm’s policies and procedures are followed regarding the products, processes, procedures, and services offered. Our core function is to guide and advise our internal partners and field on the policies and procedures of the firm, as well as the rules and regulations of our highly regulated industry. We work in partnership to find solutions where possible to the challenges faced by our...
