Cetera Financial Group Careers | Glassdoor

Cetera Financial Group Overview

El Segundo, CA
1001 to 5000 employees
2010
Company - Private
Finance
Unknown / Non-Applicable
Cetera Financial Group ("Cetera") is a leading network of independent firms empowering the delivery of professional financial advice to individuals, families and company retirement plans across the country through trusted financial advisors and ... Read more

Mission: Empower advisors and institutions with industry-leading service, tools and platforms to be the trusted guide of their clients' financial future.

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Cetera Financial Group – Why Work For Us?


If you're passionate about creating a better tomorrow, we like you already.

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.

Why Work at Cetera Financial Group?

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:

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

At Cetera, we believe your success depends on a diverse and vibrant culture that gives you room to deliver your best .

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.

MEET OUR MANAGEMENT TEAM 

ROBERT MOORE
Chief Executive Officer
 
ADAM ANTONIADES
President
 
DAVID BALLARD
Executive Vice President, Chief Operating Officer
 

CATHERINE M. BONNEAU
Chief Executive Officer, Cetera Financial Institutions
 
JEFFREY BUCHHEISTER
Chief Financial Officer
 
BRETT HARRISON
Executive Vice President, Cetera Financial Group; Chief Executive Officer, Cetera Advisors
 
JASON MULLENS
Chief Human Resources Officer
 
JOSEPH NEARY
Chief Risk Officer
 
Brian Stern (Not Pictured)
General Counsel
 

MEET OUR PRESIDENTS


THOMAS TAYLOR
President, Cetera Advisor Networks
 
 
SHEILA WOELFEL
Senior Vice President, Strategic Relationships
 
CATHERINE BONNEAU
Chief Executive Officer, Cetera Financial Institutions
 
ERINN FORD
President, Cetera Advisors
 
KEVIN KEEFE
President and Chief Executive Officer, First Allied Securities
 
THOMAS TAYLOR
President, Cetera Advisor Networks
 
MARSHALL LEEDS
President and Chief Executive Officer, Summit Brokerage Services
 
Leann Rummel
LEANN RUMMEL
President, Cetera Financial Institutions
 
GREGG RUVOLI
President & Chief Executive Officer, Cetera Financial Specialists
 
 
SUSAN WOLTMAN TIETJEN
Chief Executive Officer, Girard Securities
 
 
 
  BOARD OF DIRECTORS
 
 
BOB DINEEN
Board Chairman
 
MALIZ BEAMS
Board Member
 
MARY CRANSTON
Board Member

DAVID KING
Board Member
 
ROBERT MOORE
Board Member
 
EDMOND WALTERS
Board Member
 
MICHAEL KAUFMAN (Not Pictured)
Board Member


Put our actionable business development tools, turnkey marketing programs and award-winning wealth-management platform* to work for you.

Connect2Clients®

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.

Pentameter®

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.

Wealth Management Education

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.

Guided Retirement Solutions

Access the tools needed to optimize and grow your retirement plan business.

Cetera Financial Group Reviews

3.0
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Robert Moore
14 Ratings
  • Featured Review

    "Nice Employees, Room to Grow"

    StarStarStarStarStar
    • Work/Life Balance
    • Culture & Values
    • Career Opportunities
    • Comp & Benefits
    • Senior Management
    Current Employee - Operations Associate in West Des Moines, IA
    Current Employee - Operations Associate in West Des Moines, IA
    Recommends
    Positive Outlook
    Approves of CEO

    I have been working at Cetera Financial Group full-time (More than a year)

    Pros

    The people! Strong leadership in place now.
    Opportunities for promotions
    40 hour work weeks, for the most part

    Cons

    Could use upgrades with technology (laptops)

    Advice to Management

    Love the "town-hall" style all-associate meetings! Keep up the progress.

See All 82 Reviews

Cetera Financial Group Photos

Cetera Financial Group photo of: Cetera
Cetera Financial Group photo of: Cetera’s headquarters in El Segundo, CA
Cetera Financial Group photo of: The building.
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Cetera Financial Group Interviews

Experience

Experience
68%
18%
12%

Getting an Interview

Getting an Interview
46%
20%
20%
6
6

Difficulty

2.2
Average

Difficulty

Hard
Average
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  1.  

    Financial Analyst Interview

    Anonymous Employee in El Segundo, CA
    Accepted Offer
    Positive Experience
    Average Interview

    Application

    I applied online. I interviewed at Cetera Financial Group (El Segundo, CA).

    Interview

    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.

    Interview Questions

See All 18 Interviews

Cetera Financial Group Awards & Accolades

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Cetera Financial Group Locations

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