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 Months AgoSaved
In-Office or Remote
4 Locations
Financial Services
Leads regional recruitment of financial advisors into CFG’s broker-dealer network. Develops prospects, builds advisor relationships, creates territory recruiting plans, presents CFG’s value proposition, evaluates advisor fit, negotiates and closes offers, tracks pipeline activity in Salesforce and Excel, and supports recruiting process improvements. Requires extensive financial services sales experience, industry knowledge, communication and negotiation skills, relevant FINRA licensing, and travel throughout the Western Region.
38 Minutes AgoSaved
In-Office or Remote
2 Locations
Financial Services
Manage life, disability income, and long-term care insurance applications from submission through policy placement. Review applications for accuracy and compliance, coordinate with carriers and financial professionals, track requirements, resolve delays, provide status updates, maintain case documentation, and support process improvements. The role requires strong organization, communication, customer service, problem-solving, and attention to detail in a fast-paced financial services environment.
YesterdaySaved
Remote or Hybrid
United States
Financial Services
Develops and delivers comprehensive financial plans and recommendations for end-client goals. Manages a high-volume portfolio of outsourced planning engagements, collaborates with financial professionals, supports client delivery, and promotes financial planning services. The role requires expertise in estate, tax, investment, and retirement planning, financial planning software, advisor relationship management, regulatory standards, and client communication.