Cetera Financial Group

HQ
San Diego
Total Offices: 10
1,129 Total Employees
Year Founded: 1981

Cetera Financial Group Benefits Overview

Compensation + Benefits

Offers 401(K)

Offers life insurance

Offers occupational accident insurance

Offers disability insurance

Offers supplemental life insurance

Offers accidental death & dismemberment insurance

Offers dental insurance

Offers health insurance

Offers mental health benefits

Offers dependent care

Offers Flexible Spending Account (FSA)

Offers vision insurance

Offers Health Savings Account (HSA)

Provides family medical leave

Offers generous parental leave

Offers performance bonuses

Offers employee discounts

Work-Life Balance + Wellbeing

Offers company-sponsored outings

Offers an Employee Assistance Program (EAP)

Offers generous PTO

Provides paid holidays

Provides bereavement leave

Offers unpaid extended leave

Offers paid volunteer time

Provides paid sick days

Provides military leave

Career Growth + Development

Provides customized development tracks

Job training & conferences

Company Culture

Offers a remote work program

Offers legal assistance

2 Days AgoSaved
In-Office
Lombard, IL, USA
Financial Services
Supports Financial Advisors by managing client communications, calls, appointments, meetings, paperwork, records, events, outreach, and service requests. Prepares presentations and reports, educates clients on account platforms, documents communications and compliance activity, and coordinates with internal teams to resolve issues. The role also assists with advisor business planning, marketing initiatives, workflow management, and implementation of new systems and processes.
17 Days AgoSaved
In-Office or Remote
5 Locations
Financial Services
Leads a regional growth team responsible for sales performance, organic growth, advisor relationships, engagement plans, pipeline management, retention, and adoption of investment solutions and company platforms. Manages team performance, develops advisor study groups, coordinates onboarding and sales enablement, and connects advisors with subject matter experts. The remote role requires Southeast regional residency, up to 50% travel, significant sales and relationship experience, team management, and applicable FINRA licenses.
Financial Services
Conduct outbound prospecting and research to identify decision-makers and investment-program opportunities at credit unions and banks. Build and maintain Salesforce records, generate qualified institutional leads, schedule introductory meetings, track pipeline activity, and share market intelligence with external business development partners. The role also supports targeted outreach campaigns, lead qualification, relationship development, and sales enablement for financial institution audiences.