Teams at Cetera Financial Group

The Client Services Representative supports Financial Professionals by managing client paperwork, transactions, and relationships while ensuring high customer service levels.

The Regional Business Development Manager recruits Financial Advisors and CPA firms, develops leads, and manages the sales process within the tax channel, focusing on CFG's value proposition.

The Senior Advanced Planning Solutions Consultant develops wealth strategies for high-net-worth clients, collaborating with advisors and internal teams to ensure compliant, holistic financial solutions.