• Job Description

  Req#: 4286

  At Cetera, we are at the forefront of transforming the future of technology in the financial industry, and we seek curious, practical individuals to help us pave the way. Our team is not intimidated by taking calculated risks, as they relish a good challenge and are eager to engage in problem-solving. As a member of our team, you will work alongside like-minded experts in a culture that is deeply rooted in innovation and progression. Join us to be part of a transformative journey that can shape the industry's future.

  This is a hybrid role, individuals must be located in El Segundo, San Deigo, Denver, Des Moines, St Cloud, or Schaumburg.

  What you will do:

  • Receive inquiries from financial advisors and coordinate responses related to the advisory platforms, supported advisory programs, and/or advisory accounts by working with internal groups to expedite the resolution of issues and provide a positive advisory platform experience
  • Provide technical assistance and troubleshooting support to determine efficient and effective resolution
  • Track and monitor multiple ongoing projects
  • Facilitate accurate communication and data transfer with financial advisors, internal team members, and external vendors
  • Create and maintain technical manuals and training sessions
  • Work with advisors in a consultative capacity to assist with the adoption and use of advisory platforms. Partner with other internal groups and/or advisory product sponsors to support their efforts to close business that would utilize the advisory platforms
  • Contribute to idea generation and positioning that solidify the advisory platform value proposition, accentuate our absolute and competitive strengths, and keep the advisory platforms at the industry’s leading edge
  • Participate in projects regarding advisory platform enhancements, new functionality, and system and process improvements
  • Suggest policies and system controls to ensure the successful management and reporting of all GPS initiatives

  What you need to have:

  • Bachelor’s degree
  • 3-5 years of experience working in the financial services industry
  • License/registration requirements: Series 7 & 66 required

  Really catch our eye with:

  • Previous exposure to client servicing and/or account management
  • Knowledge of investment portfolio administration tools, systems, and processes
  • Master’s degree or other relevant designations
  • Knowledge of internal Cetera Financial Group systems

  Our top performers share the following traits:

  • Personal integrity, professionalism, and ambition; strong work ethic
  • Superior client-service skills, including immediate problem resolution, responsiveness, and professionalism
  • Demonstrated troubleshooting skills
  • Strong written and verbal communication skills are required for a high-call volume environment
  • Strong time management skills
  • Proven quantitative skills; ability to work under strict deadlines with close attention to detail

  Compensation:

  The salary range for this role is $50,000-$60,000 plus a competitive performance-based bonus. Compensation packages are based on a wide array of factors unique to each candidate, including but not limited to skill set, years and depth of experience, certifications, and specific office location. Compensation ranges may differ in differing locations due to cost of labor considerations.

  #LI-Hybrid

• About the company

  Cetera Financial Group is a shared service organization serving affiliates that comprise the second-largest family of independent broker-dealers in the United States.

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