Jobs at Cetera Financial Group

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.

Provide end-to-end workstation and application support in compliance-driven environments while delivering exceptional customer service and issue resolution.

This role involves leading business continuity plans, coordinating disaster recovery efforts, and collaborating with various stakeholders during crisis situations.

The Wealth Management Specialist engages advisors, connects them with resources, supports growth initiatives, and enhances advisor relationships, focusing on sales enablement.

As a Senior Financial Analyst at Cetera, you will support corporate development by analyzing financial data, developing models, and providing insights for strategic decisions. You'll collaborate across teams to enhance financial reporting and performance, manage budgets, and assist in M&A activities.

The Product Marketing Specialist will execute B2B marketing tactics to support wealth management initiatives, improve revenue, and enhance engagement among financial advisors and clients.

The Senior Product Marketing Specialist will develop and execute marketing strategies for wealth management solutions, drive advisor adoption, and measure campaign effectiveness.

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.

The Compliance Analyst will conduct reviews of advisors and transactions, ensure compliance with regulations, communicate policy changes, and assist with regulatory requests.

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

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.

The Wealth Management Consultant builds and manages relationships with Tier 2 advisors, driving engagement and satisfaction through Cetera's growth tools and support.

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.

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.

As a Senior Compliance Analyst, you will review retail communication for compliance with laws and firm policies, manage internal compliance materials, and assist other analysts while meeting tight deadlines.

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.