Cetera Financial Group (CFG) is a nationwide network of independent retail firms that offers comprehensive wealth management, financial advisory, and investment services through its SEC‑registered entities. Leveraging a blend of fintech solutions, market intelligence, and bespoke client platforms, CFG delivers tailored financial planning, retirement strategy, estate and tax planning, and education savings programs. The firm distinguishes itself through a collaborative ecosystem that nurtures mentorship, innovation, and community engagement, enabling advisors and clients alike to transform financial aspirations into tangible outcomes. CFG’s integrated approach—combining broker‑dealer operations, compliance expertise, and cutting‑edge technology—positions it as a trusted partner for individuals, financial professionals, and institutions seeking sustainable, purpose‑driven financial growth.
Open Positions
Wealth Management Consultant (Northeast Region)
Bachelor's degree, 5+ years experience in wealth management/banking, FINRA licenses (7, 66, 24). Active FINRA licenses and travel will be needed for Advisor Facing engagements
Public Relations Manager
6+ years PR experience; financial services background (preferred). Exceptional writing & media relations skills are vital. Ability to manage agencies and strong analytical skills are also a plus
Senior Sales Enablement Manager
Bachelor's degree required, plus experience. 7+ years sales enablement experience. Proficiency with Salesforce and strong program delivery skills are essential
Tax Professional
Active CPA/EA license preferred. 3-5 years exp. preparing tax returns. Strong communication skills & analytical skills are needed
Advisory Sales Operations & Analytics Manager
Bachelor's degree required. 3-5+ years sales/ops/analytics experience. Proficiency in Excel and Salesforce
Retirement Plan Administration Consultant
3+ years of Defined Contribution plan Admin experience, preferred Cash Balance admin. Must perform compliance work. Strong org skills needed
Senior Wealth Manager, TRPG
5+ years in Financial Services experience. 3+ years as a planning based advisor. FINRA Series 65 license or 7 & 66 is preferred
Tax Support Associate
High school diploma or equivalent required. 0-2 years of administrative support/tax experience preferred. Must possess strong organizational & communication skills
Senior Software Engineer
Bachelor's degree or equivalent; 5+ years experience. 2-3 years in AWS Bedrock/SageMaker/Lambda. Proficiency in Python and AI/ML frameworks
Tax Professional (Part-Time)
3-5 years experience preparing tax returns, CPA/EA license preferred, strong analytical skills and communication
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