Teams at Cetera Financial Group

Conduct outbound prospecting and research to identify decision-makers and investment-program opportunities at credit unions and banks. Build and maintain Salesforce records, generate qualified institutional leads, schedule introductory meetings, track pipeline activity, and share market intelligence with external business development partners. The role also supports targeted outreach campaigns, lead qualification, relationship development, and sales enablement for financial institution audiences.

Manage tax team members, support wealth advisors with client tax strategies, maintain client relationships, review and sign complex individual, fiduciary, and small business tax returns, coordinate tax planning, improve processes, and communicate technical guidance. The role requires an active CPA or EA license and 5–7 years of public accounting experience, with management experience preferred.

Supports registered representatives by managing client communications, financial review appointments, paperwork, presentations, calendars, events, records, compliance documentation, and follow-up tasks. Maintains client data and notes across RedTail and AdviceWorks/SmartWorks, processes electronic signatures and daily paperwork, and helps advisors execute business plans, marketing activities, and service-level agreements. Requires strong communication, organization, deadline management, technology proficiency, and a high school diploma.