Cetera Financial Group Jobs in United States

This person supports Financial Advisors (Registered Representatives) with running their day-to-day Investment practice while enhancing the customer service level and experience. · ...

We are at the forefront of transforming the future of technology in the financial industry.As a member of our team you will work alongside like-minded experts in a culture that is deeply rooted in innovation and progression. · 12 years of professional experience in Architectural ...

This opportunity is not a direct position with Cetera Financial Group. Accepted applicants will become affiliated with Cetera Investment Services LLC (marketed as Cetera Financial Institutions or Cetera Investors), a broker-dealer that supports and grows wealth management program ...

The Risk Controls team is responsible for making sure that the Firm's policies and procedures are followed regarding the products processes procedures and services offered. · This is a 2-3 days a week in one of the office locations listed Dallas TX or Des Moines IA or St Cloud MN ...

This Client Services Representative supports Financial Advisors with running their day-to-day Investment practice while enhancing the customer service level and experience. · Act as a liaison between the registered representatives and their clients. · Answer phones, schedule appo ...

Job Description · This person supports Financial Advisors (Registered Representatives) with running their day-to-day Investment practice while enhancing the customer service level and experience. This person works directly with the Registered Representative(s) to prepare and proc ...

Financial Practice Assistant · This role supports Financial Professionals in their day-to-day Investment practice while enhancing customer service. · Maintain relationships between registered representatives and clients following FINRA guidelines. · Answer phones, schedule appoin ...

Cetera Financial Group is currently seeking an Sr. Office Services Associate for our Dallas location. · This is a unique opportunity to join our team to deliver world class customer service to our colleagues and clients. · ...

The Senior MDM Data Engineer is a hands-on technical expert responsible for designing building and operating the data engineering pipelines that power the Master Data Management ecosystem across the enterprise.This role focuses on integrating Profisee with upstream source systems ...

The Transition Partner is responsible for the direct contact and communication with high-value prospects and newly affiliated high-value advisors. · ...

The Avantax team is seeking a part-time tax professional with strong values and an entrepreneurial mindset to contribute to the growth of our dynamic tax team. You will work alongside our local tax team to develop and scale domestic tax preparation, compliance, and planning offer ...

Job summary · The Assistant Vice President, Wealth Management Program Manager, is responsible for the overall leadership, strategy, and success of the credit union's Wealth Management program.This role includes overseeing financial advisors, driving program growth, enhancing memb ...

This role is responsible for the overall leadership, strategy and success of the credit union's Wealth Management program. · ...

The Retirement Planning Group is seeking a Tax Operations Lead Senior Associate who will play a key role in advancing operational initiatives across the tax department. · ...

Cetera Holdings is seeking a Associate who's ready to kick off their career with energy and purpose. · You'll dive into real client work, learn from experienced professionals, · and start building the skills that will shape your future as a trusted tax advisor.If you're pursuing ...

Cetera Holdings is seeking a Tax Relationship Management Associate to support CPAs and senior team members by organizing documents, assisting with return processing, and helping ensure clients have a smooth and professional experience. · Support CPAs and tax professionals by assi ...

We are at the forefront of transforming the future of technology in the financial industry seeking curious individuals to help us pave the way. · The Senior MDM Data Engineer is a hands-on technical expert responsible for designing building and operating data engineering pipeline ...

We are at the forefront of transforming the future of technology in the financial industry. · We seek curious, practical individuals to help us pave the way for a transformative journey that can shape industry's future. · ...

The Senior Compliance Analyst – Due Diligence (Insurance Products) conducts comprehensive upfront and ongoing due diligence on insurance products and carriers offered through the firm. · Conduct upfront and ongoing due diligence on insurance products. · Partner with internal stak ...

We are establishing a new centralized Sales Enablement (SE) function at Cetera Financial Group, · Partner with the Head of Sales Enablement and team to develop and execute the Sales Enablement strategy and roadmap. · Use analytics and reporting to identify insights, form action p ...