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

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.

Lead full-cycle recruiting as a strategic partner to hiring managers: source and engage candidates, build pipelines, assess fit, manage offers, maintain ORC data, and support workforce planning, internal mobility, and compliance across multiple U.S. locations.

Lead outreach and recruiting for financial institution advisors: develop territory plans, source and qualify candidates, present value propositions, track activity in Salesforce/Excel, coordinate with partners and onboarding, and report recruiting performance to executives.

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.

Support the Financial Planning Consultant by onboarding and servicing CPA planning relationships, meeting clients, maintaining account documentation and CRM, assisting with portfolio monitoring, conducting research, and delivering client service to retain and grow relationships.