Teams at Cetera Financial Group

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.

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.

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.