Top Tech Jobs & Startup Jobs in Charlotte, NC

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.

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.

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.

Conduct outbound prospecting and research to identify decision-makers and investment-program opportunities at credit unions and banks. Build and maintain Salesforce records, generate qualified institutional leads, schedule introductory meetings, track pipeline activity, and share market intelligence with external business development partners. The role also supports targeted outreach campaigns, lead qualification, relationship development, and sales enablement for financial institution audiences.

Responsible for recruiting financial advisors, developing leads, creating recruitment plans, delivering presentations, and managing the recruitment process in the West Region.

Drive recruitment and onboarding of financial institutions and FI-based advisors across a territory. Build and maintain senior relationships, promote Cetera affiliation models and product suite, set territory sales strategy, meet financial targets, collaborate with marketing and new business teams, represent the firm at industry events, and travel approximately 40%.