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 Logo
Cetera Financial Group

Hybrid Internal Wholesaler

8 Hours AgoSaved
Remote or Hybrid
United States
Financial Services
Develops and manages relationships with agencies, agents, advisors, and partner firms across the Northwest region. Supports sales growth for annuity, life insurance, long-term care, and disability products through outreach, product education, case design, illustration support, underwriting navigation, pipeline management, onboarding, and CRM documentation. Partners with regional sales and internal teams to resolve issues and advance opportunities. The remote role requires up to 25% regional travel.
Financial Services
Reviews retail communications for compliance with firm policies, FINRA, SEC rules, and applicable laws. Explains required revisions, ensures record retention, researches policy questions, maintains compliance materials, supports workflow processes, and completes high-volume assignments within service-level deadlines.
Cetera Financial Group Logo
Cetera Financial Group

Client Services Representative

2 Days AgoSaved
In-Office
Fort Worth, TX, USA
Financial Services
Supports financial advisors with client paperwork, transactions, scheduling, meeting preparation, record maintenance, proactive outreach, and client communications. Acts as a liaison between advisors, clients, and financial companies; handles service inquiries, organizes client events, supports business-plan processes, and maintains compliance documentation. Educates clients on account services and technology while managing time-sensitive tasks and client relationship activities.
see all jobs at Cetera Financial Group