Top Tech Jobs & Startup Jobs

Design, implement, and maintain security solutions across on-premises and cloud (AWS/Azure). Perform vulnerability and penetration testing, monitor/respond to incidents, manage security tools (SIEM, EDR, Intune, SCCM), enforce policies, support audits/compliance, and provide advisor-focused security guidance and training.

Acquire and manage client relationships through sourcing leads, conducting comprehensive financial planning, converting prospects, maintaining updated plans and Salesforce records, and coordinating with internal tax, trading, and operational teams to deliver compliant wealth management advice.

Build and manage client relationships by sourcing and converting leads, creating comprehensive long-range financial plans, maintaining and updating client plans and CRM, coordinating with internal teams (tax, trading, CIO), ensuring regulatory compliance, and staying current on market trends to drive referrals and business growth.

Support Registered Representatives by preparing and processing client paperwork and transactions, scheduling meetings, maintaining client relationships, managing compliance-related recordkeeping, and providing client-facing service and technology education. Act as liaison between advisors, clients, and internal departments while following FINRA guidelines and supporting advisor business planning and client outreach.

Drive recruitment and onboarding of financial institutions and FI-based advisors across a territory. Build and maintain senior relationships, promote Cetera affiliation models and product suite, set territory sales strategy, meet financial targets, collaborate with marketing and new business teams, represent the firm at industry events, and travel approximately 40%.

Provide real-time advisor support and training for financial planning tools, troubleshoot technical and planning issues, deliver virtual/in-person sessions, create scalable training materials and knowledge base content, support software releases, and drive advisor adoption and plan quality.

Find, present to, recruit, and close independent financial advisors to join CFG in the East region. Build territory recruiting plans, manage pipeline and metrics, deliver presentations, negotiate offers, and collaborate cross-functionally while tracking activity in Salesforce and Excel.

Prepare and review individual, fiduciary, and small business tax returns; partner with wealth advisors to implement tax strategies; sign returns; coordinate quarterly estimates, projections, and year-end planning; identify process improvements and adopt new tools; communicate with clients via emails and planning documents; foster collaboration between tax and wealth teams.

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.

Prepare and review federal and state individual, partnership, corporate, and trust tax returns; ensure compliance with tax laws; provide tax planning and savings strategies; oversee and train junior tax associates; revise processes to standardize client experience; monitor KPIs; communicate with clients and collaborate with wealth teams to identify opportunities.