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As a Senior Financial Analyst at Cetera, you will support corporate development by analyzing financial data, developing models, and providing insights for strategic decisions. You'll collaborate across teams to enhance financial reporting and performance, manage budgets, and assist in M&A activities.

The Digital Product Specialist coordinates the launch and maintenance of Cetera's digital platform, overseeing UAT, defect resolution, and enhancement reviews while collaborating with various teams.

The Supervision Specialist is responsible for reviewing trades, providing regulatory guidance, and overseeing financial professionals' compliance and operational activities.

The Wealth Management Specialist engages advisors, connects them with sales support, and enhances relationships for client satisfaction and retention.

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

The Advisor Experience Specialist manages relationships, resolves escalations, and facilitates resource alignment to improve advisor productivity and efficiency within the Regional Growth Team.

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.

The Financial Support Associate II prepares client account materials, manages inquiries, updates CRM systems, and supports Financial Planning Consultants with various administrative tasks.

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.