Cetera Financial Group Reviews | Glassdoor

Cetera Financial Group Reviews

Updated May 24, 2018
108 reviews

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3.4
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Cetera Financial Group CEO Robert Moore
Robert Moore
24 Ratings

108 Employee Reviews

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Pros
  • "Learned a lot from my time there" (in 3 reviews)

  • "Friendly staff, great work hours/work-life balance" (in 3 reviews)

Cons
  • "No growth opportunities - flat management structure" (in 4 reviews)

  • "Upper management doesn't know what they're doing" (in 4 reviews)

More Pros and Cons

  1. Featured Review

    "Great people and great opportunities!"

    StarStarStarStarStar
    • Work/Life Balance
    • Culture & Values
    • Career Opportunities
    • Comp & Benefits
    • Senior Management
    Current Employee - Shared Services
    Current Employee - Shared Services
    Recommends
    Positive Outlook
    Approves of CEO

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

    Pros

    When it comes to the people, Cetera is top notch. I always love coming in and seeing my team every day and would consider them my friends rather than simply coworkers. I truly feel like I have been given so many opportunities to learn in this role. While we have been through some more trying times recently, I do believe we are making significant changes for the better. The leadership team is focused on the employees and on being a more open and communicative leadership function moving forward. They have started having more frequent all employee calls and leadership email updates. I am proud to be a part of my team and this company.

    Cons

    In my experience, Cetera as a whole has embodied the saying “the only constant is change”. We have undergone a change in CEO, integration to one shared service model for all of our locations, and a shift to an advice centric experience all in the short time I have been with the company. This can be a bit exhausting to some, but I love it as the constant changes have given me the chance to make significant impact to our processes and try on a bunch of hats in my role to try to adapt.

    Advice to Management

    Keep prioritizing company wide and department wide employee updates!


  2. "Operations Associate"

    StarStarStarStarStar
    • Work/Life Balance
    • Culture & Values
    • Career Opportunities
    • Comp & Benefits
    • Senior Management
    Former Employee - Operations Associate in Saint Cloud, MN
    Former Employee - Operations Associate in Saint Cloud, MN
    Recommends
    Positive Outlook
    Approves of CEO

    I worked at Cetera Financial Group full-time (More than 5 years)

    Pros

    PTO, benefits, employee activities, great management, family feel work culture, food days, a great support system for resolving and assisting with client issues and inquiries.

    Cons

    There are none I can think of.

  3. "Overall a good company to work for"

    StarStarStarStarStar
    • Work/Life Balance
    • Culture & Values
    • Career Opportunities
    • Comp & Benefits
    • Senior Management
    Current Employee - Anonymous Employee in Denver, CO
    Current Employee - Anonymous Employee in Denver, CO
    Recommends
    Positive Outlook
    Approves of CEO

    I have been working at Cetera Financial Group full-time (More than 3 years)

    Pros

    Great position for someone who is just out of college or only has a few years of financial experience under their belt. Friendly supervisors. Decent performance based bonus every year.

    Cons

    Not a lot of growth opportunities.
    Horrible training.

    Advice to Management

    Invest in a training department dedicated to new hires. You use your employees and supervisors to train when their workload is already maxed out, it doesn't give them very much time to dedicate to your new employees.


  4. "Great People, Mediocre Management"

    StarStarStarStarStar
    • Work/Life Balance
    • Culture & Values
    • Career Opportunities
    • Comp & Benefits
    • Senior Management
    Former Employee - Anonymous Employee in Chicago, IL
    Former Employee - Anonymous Employee in Chicago, IL
    Recommends
    Neutral Outlook
    Approves of CEO

    I worked at Cetera Financial Group full-time (More than 3 years)

    Pros

    The people are some of the greatest people to work with.

    Cons

    Management is sometimes slow to act cause regulatory issues.


  5. "This is a job for people that settle"

    StarStarStarStarStar
    • Work/Life Balance
    • Culture & Values
    • Career Opportunities
    • Comp & Benefits
    • Senior Management
    Current Employee - Anonymous Employee
    Current Employee - Anonymous Employee
    Doesn't Recommend
    No opinion of CEO

    I have been working at Cetera Financial Group full-time

    Pros

    People are nice. Building activities are fun to escape the reality of this industry

    Cons

    HR is not very responsive. There is no consistency in training. There is actually virtually none. It's a learn as you go. No structure. It's kind of clique-y. You ask for help but feel like you are getting talked down to because the work is constantly changing so you have to keep asking questions to understand it.


  6. "Product Manager"

    StarStarStarStarStar
    • Work/Life Balance
    • Culture & Values
    • Career Opportunities
    • Comp & Benefits
    • Senior Management
    Former Employee - Anonymous Employee
    Former Employee - Anonymous Employee

    Pros

    good company with great benefits and culture

    Cons

    mid size company with only several locations


  7. "Great Company!"

    StarStarStarStarStar
    • Work/Life Balance
    • Culture & Values
    • Career Opportunities
    • Comp & Benefits
    • Senior Management
    Current Employee - Anonymous Employee in Denver, CO
    Current Employee - Anonymous Employee in Denver, CO
    Recommends
    Positive Outlook
    Approves of CEO

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

    Pros

    Cetera has such great leadership and cares about employees.

    Cons

    Nothing more than typical city cons, like commuting.

    Advice to Management

    You are doing a great job!

  8. "Great People"

    StarStarStarStarStar
    Former Employee - Anonymous Employee
    Former Employee - Anonymous Employee

    Pros

    Super friendly and laid-back environment.

    Cons

    Location can make the commute painful.


  9. "Operations Team Lead"

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

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

    Pros

    Friendly work environment and fair pay

    Cons

    Understaffed with higher volumes for work.


  10. "Saint Cloud Home Office Employee"

    StarStarStarStarStar
    • Work/Life Balance
    • Culture & Values
    • Career Opportunities
    • Comp & Benefits
    • Senior Management
    Current Employee - Anonymous Employee in Saint Cloud, MN
    Current Employee - Anonymous Employee in Saint Cloud, MN
    Recommends
    Neutral Outlook
    No opinion of CEO

    I have been working at Cetera Financial Group full-time (More than 10 years)

    Pros

    Flexibility with time off.

    Cons

    The culture is not friendly to outsiders. The culture does not allow employees to think outside the box.

    Advice to Management

    The company could benefit from an on boarding process that helps employees feel welcome. Perhaps there is a way to better integrate the new with the old employees.


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