Mission: Empower advisors and institutions with industry-leading service, tools and platforms to be the trusted guide of their clients' financial future.
As one of the nation’s largest independent broker-dealer and investment advisor families, Cetera Financial Group is committed to delivering the exceptional to our clients.
Ask any of our people why they work at Cetera Financial Group and you will hear a consistent theme: Cetera Financial Group is the place that constantly reinvents the definition of stellar client service. Our culture is one that strives to deliver the exceptional to our advisors and our clients.
LOOKING FOR CAREER OPPORTUNITIES AT A FINANCIAL INSTITUTION?
Connect with a financial institution that may offer an existing book and/or access to a stream of referrals from your branch partners. Many of the banks and credit unions that have chosen Cetera Investment Services as their broker-dealer are seeking qualified, dedicated and experienced advisors to establish and build client relationships in a financial institution environment.
At Cetera, our Guiding Principles reflect what matters most to us. We seek to:
measure success by our advisors' success
recognize the strength of our team
execute with purpose & efficiency
empower & inspire each other
do the right thing, always
Hiring the right people is just the start. Providing a sense of community that inspires them is essential. At Cetera, we believe your success depends on a diverse and vibrant culture that gives you room to deliver your best (while having fun and building camaraderie along the way). Our purpose is to help our advisors and their clients achieve bigger dreams with better solutions. If you want to be a part of the movement, check out our job openings and explore how Cetera is advancing what’s next.
The Connect2Clients (C2C) marketing portal allows you to seamlessly develop and oversee your ongoing personal communications and web strategy through email, greeting cards, website, smartphone apps and social media. The most technologically advanced marketing automation features are the foundation of this platform, which ensures that implementation is simple and scalable whether you are a single advisor or part of a team.
The Pentameter system and consulting process helps you assess and optimize your practice based on five critical measures of business success: business development, operational efficiency, human capital, business management and succession planning. Using the platform's targeted diagnostic evaluation, you can quickly and accurately gauge your practice's strengths and areas for improvement so you can develop comprehensive plans to help build your business.
Our comprehensive Wealth Management Education platform helps you refine your skills, engage with clients, and dramatically grow your business. Consisting of three series that can be taken separately or together in any order, our platform is modeled on how you work with clients—by understanding needs, developing strategies to address those needs, and implementing a course of action.
Access the tools needed to optimize and grow your retirement plan business.
I have been working at Cetera Financial Group full-time (More than a year)
The people! Strong leadership in place now.
Opportunities for promotions
40 hour work weeks, for the most part
Could use upgrades with technology (laptops)
Advice to Management
Love the "town-hall" style all-associate meetings! Keep up the progress.
I applied online. I interviewed at Cetera Financial Group (El Segundo, CA).
The interview process started with an initial series of phone interviews with HR and then my would-be manager. Straight to the point and nothing out of the ordinary. I was invited a week later for a super day to interview with members of the finance team. The interviews with the people from the FP&A team were more technical and the rest were just to get to know more about me.
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