Cetera Financial Group Jobs in United States

Description · Cetera is currently seeking a Senior Specialty Operations Professional for our team located in Des Moines, IA.  This is a unique opportunity to join our team in providing operational support and world-class customer service to our clients.  There is potential for th ...

We are seeking a Retirement Admin Assistant in our Cetera TPA team for our company's office located in either Dallas or Des Moines offices. · Answer and direct phone calls to appropriate person or department · Monitor faxes incoming and outgoing · Assist Accounts Receivable – let ...

The Director leads the firm's product research and oversight program ensuring a competitive compliant strategically aligned product shelf across annuities insurance mutual funds alternatives managed accounts. · Oversee enhance due diligence processes · Lead improve product due di ...

Cetera is seeking an Elite Operations Professional for our Clearing Services team in St. Cloud, MN. · ...

We are seeking a visionary and execution-focused Director Business Intelligence to lead our mission of delivering Impactful Insights that empower decision-making and drive business value. · 10+ years in analytics with at least 5 years leading teams. · Strong knowledge of analytic ...

Cetera Financial Institutions is looking for motivated and capable individuals to fill the role of a Managed Financial Professional. · The job involves meeting with current and potential bank customers to help determine the best way to serve those customers' investment planning g ...

Cetera Holdings is seeking a Tax Relationship Management Associate detail-oriented and service-minded professional ready to jump into the heart of tax operations. · ...

The Retirement Planning Group is seeking a Tax Operations Lead Senior Associate who plays a key role in advancing operational initiatives across the tax department. This role supports strategic projects and contributes to process improvement efforts. · Lead assigned operational i ...

The Senior Manager, Due Diligence – Alternative Products is responsible for leading the evaluation, selection, and ongoing oversight of alternative investment solutions offered through the firm's wealth management platform. · This role ensures products meet the broker‑dealer's st ...

We are seeking an Associate Financial Planning Consultant who will work directly with the Financial Planning Consultant to deliver successful onboarding and ongoing service of APP/CPA planning relationships. · Bachelor's degree (B.A.) or equivalent from a four-year college or uni ...

We are currently seeking a Supervision Specialist to add to our team in one of our office locations for a hybrid model. Candidates must be located in El Segundo, CA; Dallas, TX; Des Moines, IA; St Cloud, MN. · The base annual salary range for this role is $64,000 to $94,000, · pl ...

Cetera Investment Services seeks Operations Associate to provide Mutual Fund support. · Daily processing of work associated with the department. · Ensures that any rejected trades and trade corrections are processed in a timely manner. · ...

This Client Services Representative supports Financial Advisors (Registered Representatives) with running their day-to-day Investment practice while enhancing the customer service level and experience. · This is currently a part-time role with the opportunity to turn into a full ...

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

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. · Our team is not intimidated by taking calculated risks, · Eager to engage in problem-solving.Act as the lead for incomin ...

The Senior Compliance Analyst – Due Diligence (Insurance Products) is responsible for conducting comprehensive upfront and ongoing due diligence on insurance and annuity products and insurance carriers offered through the firm. · ...

Cetera Financial Group ("CFG") is a network of independent broker-dealers located throughout the country. CFG is currently seeking a Due Diligence Associate to assist with the due diligence review of all products offered by Cetera Financial Group.The Due Diligence Associate, work ...

Job Description · Cetera is currently seeking a Service Professional for our Advisor Support/Resource Center team located in Dallas, TX. This is a unique opportunity to join our team in providing operational support and world-class customer service to our clients. This role is hy ...

Job Description · Cetera is currently seeking a Service Professional for our IRA team located in St. Cloud. This is a unique opportunity to join our team in providing operational support and world-class customer service to our clients. There is potential for this to be a hybrid r ...

Description · The Channel Recruiting Leader is responsible for driving advisor recruiting growth through strategic execution, people leadership, and performance accountability. This role leads the Channel Business Development team, partners closely with the Business Development V ...