Jobs at Cetera Financial Group

Process and research commission inquiries for advisors, analyze commission cases, resolve issues within service levels, identify root causes and efficiencies, support commission statement training, answer customer calls, and work on complex projects with attention to detail.

The Wealth Management Specialist connects subset advisors to sales support teams and aids in achieving growth plans and client satisfaction.

The Senior Financial Analyst manages revenue forecasting and modeling, partnering with various departments to improve processes and reporting accuracy. Responsibilities include building driver-based models and identifying revenue performance trends.

Process and research commission inquiries for advisors using Salesforce, analyze commission cases, resolve issues within service levels, identify root causes and recommend efficiencies, support training, handle customer calls, and contribute to complex projects with attention to accuracy and service.

The Desktop Services Associate provides operational support by managing workstations, troubleshooting technical issues, and ensuring user satisfaction for both office and remote staff.

The Senior Advanced Planning Solutions Consultant develops wealth strategies for high-net-worth clients, collaborating with advisors and internal teams to ensure compliant, holistic financial solutions.

The Affiliate Growth Consultant drives the wealth management services for CPA firms, implements growth strategies, coaches CPAs, and tracks progress in CRM.

The Senior TPA Sales Consultant will develop sales strategies, provide retirement plan design consulting, maintain advisor relationships, and ensure revenue targets are met while managing a sales pipeline and promoting fiduciary services.

Lead outreach and recruiting for financial institution advisors: develop territory plans, source and qualify candidates, present value propositions, track activity in Salesforce/Excel, coordinate with partners and onboarding, and report recruiting performance to executives.

The Financial Institutions Management Consultant will manage strategic business planning and relationships with financial institutions, offering business consulting and wealth management expertise to drive growth and enhance client experience.

Act as a trusted partner to financial advisors and institutions by mentoring, coaching, and supporting the full sales cycle. Drive advisor growth, retention, and verified asset adoption through strategic segmentation, pipeline management, onboarding collaboration, and facilitation of subject-matter experts. Provide hands-on implementation support and resolve escalations to strengthen institutional relationships and wealth solution adoption.

Lead a Regional Growth Team to achieve sales goals, manage advisor relationships, and enhance organic growth. Oversee engagement plans and sales pipelines while collaborating with onboarding and sales teams.

The Regional Business Development Manager recruits Financial Advisors and CPA firms, develops leads, and manages the sales process within the tax channel, focusing on CFG's value proposition.

Review retail advertising and marketing communications for compliance with firm policy, FINRA and SEC rules; document and retain records; explain required changes to submitters; research policy questions; maintain internal compliance materials; follow vendor workflows; assist team members and meet service-level timeframes.

As an Internal Business Development Consultant, you will attract and recruit financial professionals, managing recruitment pipelines and collaborating with teams to support sales efforts.

The Channel Business Development Leader drives advisor recruiting growth by leading the business development team, managing performance, and ensuring execution of recruiting programs while hitting KPIs.

The Regional Business Development Manager will drive recruitment of Financial Advisors, manage relationships, and present CFG's value proposition while achieving recruitment goals.