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Support financial professionals by processing client paperwork, managing financial transactions, scheduling, and enhancing customer service while following compliance guidelines.

The Transition Partner oversees transitions for high-value advisors to Cetera Wealth Services, ensuring a seamless and personalized experience while managing multiple projects and maintaining relationships.

The Financial Institutions Management Consultant will manage strategic business planning and relationships with financial institutions, offering business consulting and wealth management expertise to drive growth and enhance client experience.

The Senior Counsel will provide legal advice and support to Cetera's business, draft complex documents, and represent the Legal Department in various projects and governance committees.

The Trading Specialist will assist with administrative tasks, support the Trading Desk, address inquiries, ensure compliance, and resolve trading issues.

Lead a Regional Growth Team to achieve sales goals, manage advisor relationships, and enhance organic growth. Oversee engagement plans and sales pipelines while collaborating with onboarding and sales teams.

The Associate Financial Planner collaborates with CPAs to provide financial planning services and develop client relationships, facilitating onboarding and service delivery while achieving financial independence for clients.

The Compliance Analyst ensures all retail communication meets state and federal regulations, manages compliance reviews, and assists with regulatory inquiries.

The Advisor Experience Specialist manages advisor experiences by resolving escalations and enhancing efficiency through client relationship management and support with various enterprise functions.

The Senior Product Marketing Specialist will develop and execute marketing strategies for wealth management solutions, drive advisor adoption, and measure campaign effectiveness.