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Advisor support resources offered through Cetera include award-winning wealth management and advisory platforms, comprehensive broker-dealer and registered investment adviser services, practice management support and innovative technology.
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Cetera Financial Group" refers to the network of retail independent broker-dealers encompassing, among others, Cetera Advisors, Cetera Advisor Networks, Cetera Financial Institutions, Cetera Financial Specialists, and First Allied Securities.
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Cetera Financial Group® ("Cetera") is a leading network of independent retail broker-dealers empowering the delivery of objective financial advice to individuals, families and company retirement plans across the country through trusted financial advisors and financial institutions.
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Cetera Financial Group is committed to providing an equal employment opportunity for all applicants and employees. The Sales Supervisor is responsible for the on-going management of the investment services program at Cetera Investor Center and Rep On Demand business lines.
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Prior experience working in the Wealth Management industry or with a broker-dealer. Cetera Financial Group (CFG) is seeking a Demand Center Outbound Sales Specialist who will play a crucial role in driving revenue growth by identifying and qualifying new business opportunities.
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Maintain client records and retention management within corporate requirements. Strong time management skills. This role can also be the first step of the career pathing program to future opportunities that require industry experience and licenses (Insurance, FINRA Series 7, & 66 or 63/65 combo.
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Employee Assistance Program (EAP), LifeLock, Pet Insurance and more. Act as a liaison between the registered representatives and their clients while following FINRA guidelines as a registered sales assistant.
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Through its multiple distinct firms, Cetera offers independent and institutions-based advisors the benefits of a large, established broker-dealer and registered investment adviser, while serving advisors and institutions in a way that is customized to their needs and aspirations.
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They strive to exceed expectations by forging meaningful connections with financial professionals and their clients, understanding their needs, and providing them with top-notch strategies and solutions to enhance their business.
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Cetera is an independent financial advisor network and a leading provider of retail services to the investment programs of banks and credit unions. Paid parental leave to support all team members with birth, adoption, and foster.
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The successful candidate is a sales assistant holding some licensing that may include Life, Accident & Health Insurance License, Series 6 or 7 & 66 (or 63/65 combo). What You Will Do:Act as a liaison between the registered representatives and their clients while following FINRA guidelines as a registered sales assistant.
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Retirement Planning Group (affiliate of Cetera Financial Group) is currently searching for a Sr. Tax Advisor. Base annual salary may also differ significantly due to geography and cost of labor considerations.
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3+ years relevant experience Case Management. Provide current status of pending cases to advisors via Broker Back Office, phone calls and/or emails. Health Savings and Flexible Spending Account options to help you save money on healthcare, daycare, commuting, and more.
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Overall Product Management: Responsible for the ongoing maintenance and continuous improvement of Cetera's 3(38) discretionary investment management programsPartner with Wp&R business leads and growth teams to identify enhancements that align with growth initiatives and that further our business goals.
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Our Retirement Plan Solutions Team is seeking an experienced individual to be responsible for the Cetera programs that include 3(38) investment management. Business ownership of enhancement opportunities, including management and prioritization of pipeline, oversight of solution requirements, and collaboration with all parties to effectively execute upon required deliverables in alignment with Cetera and Wp&R strategyResponsible for documentation, processes and procedures for both new program implementation as well regular ongoing maintenance.
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wealth management jobs Company: Cetera Financial Group in Missouri-city, Missouri
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