Commissions Associate

The Commissions Associate is an integral part of the Commissions team, a motivated self-starter with a focus on accurate processing of commission revenue and maintaining a commitment to service standards. The ideal candidate will be a quick learner with a resourceful approach to researching and resolving inquiries. She/he will also be excited to work in a fast-paced, growth environment and be intrinsically motivated to learning new areas of the business.

What you will do:
• Research commission inquiries via Salesforce for CA/CAN Advisors, BD and Resource Centers - Review, analyze commission cases, and meet established service levels within 48hrs.
• Problem solver with the ability to identify problems and issues of varying complexities that can potentially affect our advisors.
• High level of analytical skill, and ability to make independent decisions to arrive at satisfactory solutions.
• Is resourceful, works independently with minimal instruction and is reliable.
• Ability to analyze and identify root cause of issues and recommend efficiencies.
• Works on complex projects, using analytical skills to provide high level of detail.
• Team player works as a productive member, positive contributor to team.
• Training of commission statements/client analytics for new advisors, as requested
• Answer customer calls and resolving issue using multiple resources.
What you need to have: 
• 1- 3 years prior experience in a Financial Institution preferred
• 1 years of Accounting experience
• Proficient in MS Office; Excel; 10 Key; (nice to have Docupace; Netxpro; Salesforce experience)
• Ability to be flexible and easily adapt to changes in a fast-paced environment
• Able to work overtime as needed
• Keen attention to detail and accuracy
 

What's nice to have: 
• Problem-solving/troubleshooting skills
• Strong organizational, verbal and written communication skills
• Team player who possesses great initiative and excellent judgment
• Self-starting individual who is able to work under minimal supervision
• Ability to effectively prioritize and handle multiple tasks and deadlines simultaneously

Compensation: 

The base annual salary range for this role is $22.60 to $27.40, plus a competitive performance-based bonus.  Base annual salary depends on a wide array of factors, including but not limited to skill set, years and depth of experience, certifications, and location. Base annual salary may also differ significantly due to geography and cost of labor consideration.

#LI-Hybrid

About Us

What we give you in return:

Not many teams can say that they support people’s dreams coming to life. We happen to do that every day. And as important as we know your career is, we recognize that there’s a whole lot more to life. To ensure that our employees can make the most of their time outside of working hours, we offer a competitive salary and for full-time roles, a benefits package including:

• Inclusive health, dental, vision, and life insurance plans built to support diverse lifestyles, offer preventative care, and protect against hardship.
• Easy access to mental health benefits to meet our team members and their families where they are.
• 20+ days of paid time off (PTO), paid holidays, and 2 paid wellness days to give our employees the time they need to stay close with their loved ones, recharge, and give back to their communities.
• 401(k) savings plan with a generous company contribution (up to 5%), and access to a financial professional to offer our employees the opportunity to plan-ahead for a strong financial future well beyond their working years.
• Paid parental leave to support all team members with birth, adoption, and fostering.
• Health Savings and Flexible Spending Account options to help you save money on healthcare, daycare, commuting, and more.
• Employee Assistance Program (EAP), LifeLock, Pet Insurance and more.
• Paid caregiver leave to provide time away from work when caring for an ill or recovering family member.
• Additional benefits such as an Employee Assistance Program (EAP), identity theft protection (LifeLock), pet insurance, and other voluntary benefits to provide extra peace of mind

About Cetera

Cetera Financial Group® (Cetera) is a leading network of independent retail broker-dealers and registered investment advisers empowering the delivery of objective financial advice to individuals, families, and company retirement plans across the country through trusted financial advisors and financial institutions. Cetera is one of the largest independent financial advisor networks in the nation and a leading provider of retail services to the investment programs of banks and credit unions.

Advisor support resources offered through Cetera include award-winning wealth management and advisory platforms, comprehensive broker-dealer and registered investment adviser services, practice management support, and innovative technology.

Cetera Financial Group (Cetera) is a network of independent retail firms, including those that are members of FINRA/SIPC: Cetera Advisors LLC; Cetera Wealth Services, LLC (formerly known as Cetera Advisor Networks); Cetera Investment Services LLC (marketed as Cetera Financial Institutions or Cetera Investors); and Cetera Financial Specialists LLC. Entities registered as investment advisers with the Securities and Exchange Commission include Cetera Investment Management LLC and Cetera Investment Advisers LLC. Cetera's principal office is located at 655 W. Broadway, 11th Floor, San Diego, CA 92101. Avantax Planning Partners, Inc. is an SEC registered investment adviser within the Aretec Group, Inc. (dba Cetera Holdings, an affiliate of Cetera). All the referenced entities are under common ownership.

Cetera Financial Group is committed to providing an equal employment opportunity for all applicants and employees. For us, this is the only acceptable way to do business. Accordingly, all employment decisions at Cetera Financial Group, including those relating to hiring, promotion, transfers, benefits, compensation, and placement, will be made without regard to race, color, ancestry, national origin, citizenship, age, physical and/or mental disability, medical condition, pregnancy, genetic characteristics, religion, religious dress and/or grooming, gender, gender identity, gender expression, sexual orientation, marital status, U.S. military status, political affiliation, or any other class protected by state and/or federal law.

Agencies please note: this recruitment assignment is being managed directly by Cetera’s Talent Acquisition team. We will reach out to our preferred agency partners in the rare instance we require additional talent options. Your respect for this process is appreciated.

Please review our Workforce Privacy Policy for further details on what information we collect and the purposes for collection.