Cetera Financial Group

HQ
San Diego
Total Offices: 10
1,129 Total Employees
Year Founded: 1981
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Cetera Financial Group Benefits Overview

Compensation + BenefitsWork-Life Balance + WellbeingCareer Growth + DevelopmentCompany Culture

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

Recently posted jobs

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Cetera Financial Group

Senior Client Services Representative

20 Days AgoSaved
In-Office
Woburn, MA, USA
Financial Services
Supports up to three Financial Professionals by managing client paperwork, transactions, scheduling, communications, meeting preparation, compliance documentation, and proactive outreach. The role acts as a liaison between advisors and clients, coordinates with internal departments, maintains client records, supports financial reviews and events, and helps advisors execute business-plan, marketing, and client-service activities. Some insurance and FINRA licensing is required or expected, along with strong administrative, customer service, communication, and organizational skills.
Cetera Financial Group Logo
Cetera Financial Group

Financial Planning Analyst

YesterdaySaved
Remote or Hybrid
United States
Financial Services
Develops and delivers comprehensive financial plans and recommendations for end-client goals. Manages a high-volume portfolio of outsourced planning engagements, collaborates with financial professionals, supports client delivery, and promotes financial planning services. The role requires expertise in estate, tax, investment, and retirement planning, financial planning software, advisor relationship management, regulatory standards, and client communication.
Financial Services
Reviews retail advertising and communications for compliance with insurance, securities, FINRA, SEC, and state regulations. Researches regulatory requirements, responds to regulator and customer inquiries, coordinates subject matter reviews, tracks communications for retention, maintains compliance materials, and communicates regulatory changes. The role requires managing high volumes under tight deadlines while ensuring consistent review standards.
see all jobs at Cetera Financial Group