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

Client Services Representative

2 Days AgoSaved
In-Office
Woburn, MA, USA
Financial Services
Supports financial advisors by managing client paperwork, transactions, records, appointments, communications, and follow-up activities. Serves as a liaison between advisors, clients, and internal departments; prepares presentation materials, coordinates client events, conducts proactive outreach, and educates clients on account services and technology. Maintains compliance documentation and supports advisor business planning, marketing, and client retention processes.
Cetera Financial Group Logo
Cetera Financial Group

Senior Manager, Regional Growth Team

4 Days 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.
Financial Services
Manages life, disability income, and long-term care insurance applications from submission through policy issue and placement. Reviews applications for accuracy, completeness, licensing, and compliance; coordinates with carriers and financial professionals; tracks pending requirements; resolves delays; communicates case updates; maintains documentation; and advises financial professionals on submission best practices. The role also supports process-improvement initiatives and requires strong organization, communication, customer service, and problem-solving skills.
see all jobs at Cetera Financial Group