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Act as a trusted partner to financial advisors and institutions by mentoring, coaching, and supporting the full sales cycle. Drive advisor growth, retention, and verified asset adoption through strategic segmentation, pipeline management, onboarding collaboration, and facilitation of subject-matter experts. Provide hands-on implementation support and resolve escalations to strengthen institutional relationships and wealth solution adoption.

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

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.

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 Wealth Management Specialist connects subset advisors to sales support teams and aids in achieving growth plans and client satisfaction.

The Senior Supervision Specialist will oversee compliance, review customer accounts, and provide education to financial professionals, promoting operational excellence.

The Senior Financial Analyst manages revenue forecasting and modeling, partnering with various departments to improve processes and reporting accuracy. Responsibilities include building driver-based models and identifying revenue performance trends.

The Client Services Representative supports Financial Advisors by managing client relationships, preparing paperwork, and improving customer service. Responsibilities include scheduling, client communication, organizing events, and maintaining compliance.

The Annuity Sales Specialist will build and maintain relationships with financial professionals, providing product guidance, sales strategies, and education on annuity solutions to enhance client outcomes.

The Community Leader at Cetera Investors drives revenue growth and advisor retention by directing Regional Growth Teams, managing relationships, and implementing strategic initiatives to enhance organizational performance and compliance.