Cetera Financial Group

HQ
San Diego
Total Offices: 10
1,129 Total Employees
Year Founded: 1981

Cetera Financial Group Benefits Overview

Compensation + Benefits

Offers 401(K)

Offers life insurance

Offers occupational accident insurance

Offers disability insurance

Offers supplemental life insurance

Offers accidental death & dismemberment insurance

Offers dental insurance

Offers health insurance

Offers mental health benefits

Offers dependent care

Offers Flexible Spending Account (FSA)

Offers vision insurance

Offers Health Savings Account (HSA)

Provides family medical leave

Offers generous parental leave

Offers performance bonuses

Offers employee discounts

Work-Life Balance + Wellbeing

Offers company-sponsored outings

Offers an Employee Assistance Program (EAP)

Offers generous PTO

Provides paid holidays

Provides bereavement leave

Offers unpaid extended leave

Offers paid volunteer time

Provides paid sick days

Provides military leave

Career Growth + Development

Provides customized development tracks

Job training & conferences

Company Culture

Offers a remote work program

Offers legal assistance

16 Hours AgoSaved
Remote
United States
Financial Services
Supports Registered Representatives and Financial Advisors with client service, paperwork, financial transactions, scheduling, records, communications, outreach, and meeting preparation. Maintains client relationships, organizes events, documents interactions, follows compliance standards, and coordinates with internal departments to resolve service needs. The role also assists with advisor business planning, marketing activities, technology adoption, and client education.
Financial Services
Recruit prospective independent financial professionals for Cetera’s broker-dealer network. Responsibilities include managing recruiting pipelines, coordinating appointments and home-office visits, leading targeted campaigns, evaluating candidates, communicating business-model benefits, developing transition packages, supporting lead generation, and creating sales enablement materials. The role requires strong communication, organization, sales knowledge, and proficiency with Microsoft Office and Salesforce.
One Month AgoSaved
In-Office or Remote
5 Locations
Financial Services
Leads a regional growth team responsible for sales performance, organic growth, advisor relationships, engagement plans, pipeline management, retention, and adoption of investment solutions and company platforms. Manages team performance, develops advisor study groups, coordinates onboarding and sales enablement, and connects advisors with subject matter experts. The remote role requires Southeast regional residency, up to 50% travel, significant sales and relationship experience, team management, and applicable FINRA licenses.