Teams at Cetera Financial Group

Conduct investment research on macroeconomic trends, asset classes, and strategies. Build financial models, dashboards, and analytical tools; automate data collection and reporting; backtest investment strategies; evaluate risk and returns; and present actionable insights to portfolio managers, clients, and internal stakeholders.

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

Attract and recruit independent financial professionals for Cetera’s broker-dealer network. Manage recruiting pipelines, targeted campaigns, candidate evaluations, appointments, and home-office visits. Serve as the initial prospect contact, explain Cetera’s business model, gather candidate business insights, and support tailored transition packages. Collaborate with external recruiters and cross-functional teams on lead generation, solution development, and sales enablement materials. Track activity in Salesforce and Excel while conducting candidate meetings and supporting recruitment strategy execution.