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The Wealth Management Consultant builds and manages relationships with Tier 2 advisors, driving engagement and satisfaction through Cetera's growth tools and support.

The Client Services Representative supports Financial Professionals by managing client paperwork, transactions, and relationships while ensuring high customer service levels.

The Client Services Representative supports Financial Advisors by handling client paperwork, conducting financial transactions, and enhancing customer service. Responsibilities include scheduling appointments, preparing client materials, and maintaining client relationships through effective communication. This is a hybrid, part-time role requiring strong customer service skills and some administrative experience.

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.