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Greet visitors, answer phones, manage office events/meetings, handle mail and vendor relationships, maintain office operations and inventory, coordinate maintenance, and support cross-functional teams with administrative and budgeting tasks.

Support Registered Representatives by preparing and processing client paperwork, scheduling and conducting client interactions, maintaining records and compliance, performing client outreach and transactions, organizing events, and assisting with advisor business planning using CRM and office software.

The Community Leader will develop sales strategies for RIA Network to drive growth, enhance advisor engagement, and manage community relationships while collaborating across teams and monitoring industry trends.

The Regional Business Development Manager recruits Financial Advisors and CPA firms, develops leads, and manages the sales process within the tax channel, focusing on CFG's value proposition.

Prepare and review federal and state tax returns for individuals, partnerships, corporations, and trusts. Research tax law, support tax planning, identify savings strategies, communicate with clients, train junior associates, manage processes and KPIs, produce client deliverables, handle bookkeeping/payroll as needed, and partner with wealth teams to integrate tax and advisory services.

The Senior Compliance Analyst supports regulatory examinations for Cetera's advisors, managing compliance issues and communication with regulators, while ensuring adherence to relevant regulations.

The Annuity Supervision Specialist reviews surveillance for annuities, approves responses, manages projects, and assists with regulatory inquiries.

Provide administrative and client-facing support to up to four Registered Representatives: prepare paperwork, maintain compliance records, process client distributions, manage communications and filing, use firm tools (AdviceWorks/SmartWorks, Redtail), and provide backup assistance.

Process and research commission inquiries for advisors using Salesforce, analyze commission cases, resolve issues within service levels, identify root causes and recommend efficiencies, support training, handle customer calls, and contribute to complex projects with attention to accuracy and service.

The Digital Solutions Senior Product Owner leads AI-driven product strategy and execution, collaborating with stakeholders to enhance client and advisor experiences in wealth management.