Teams at Cetera Financial Group

Supports registered representatives with client service, paperwork, scheduling, presentations, events, compliance documentation, data maintenance, and follow-up processes. Communicates with clients by phone, virtually, and in person while maintaining accurate records across advisor platforms. The role requires strong organization, communication, deadline management, and Microsoft Office proficiency. Licensing is not required.

Supports financial advisors by managing client paperwork, transactions, records, appointments, communications, outreach, and service requests. Prepares meeting materials, assists with client events, educates clients on account services and technology, coordinates with internal departments, and supports advisor business-plan processes while maintaining compliance and confidentiality.

Supports the RIA Blueprint advisory platform by recommending, implementing, and configuring technology solutions for registered investment advisory firms. The role owns advisor requirements, platform enhancements, user acceptance testing, portfolio workflows, performance reporting, training, documentation, and onboarding. It also provides technology consulting to advisory firm principals, supports mergers and acquisitions, and represents advisor needs to internal product, operations, sales, development, and compliance teams.