Teams at Cetera Financial Group

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.

Recruit prospective independent financial professionals for Cetera’s broker-dealer network. Responsibilities include managing recruiting pipelines, coordinating appointments and home-office visits, leading targeted campaigns, evaluating candidates, communicating business-model benefits, developing transition packages, supporting lead generation, and creating sales enablement materials. The role requires strong communication, organization, sales knowledge, and proficiency with Microsoft Office and Salesforce.

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.