Senior Compliance Analyst conducting due diligence on insurance products and carriers in the firm. Collaborating with compliance, product, legal, and business stakeholders for regulatory evaluations.

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Senior Compliance Analyst conducting due diligence on insurance products and carriers in the firm. Collaborating with compliance, product, legal, and business stakeholders for regulatory evaluations.
Director of Marketing driving growth across Ceteraās RIA and Branches Channel. Leading strategy, execution, and optimization of marketing initiatives supporting Cetera Planning Partners, RIA Blueprint, and Cetera Investors.
Retirement Administrative Assistant role at Cetera Financial Group supporting the Cetera TPA team in Dallas or Des Moines. Duties include clerical support, report preparation, and customer service.
Director of Due Diligence overseeing and enhancing product research and compliance frameworks at Cetera Financial. Leading evaluations and operational reviews to maintain robust due diligence policies.
Responsible for day - to - day practice transformation engagement with prospective advisors at Cetera. Balancing business development and management consulting in a hybrid role based in Dallas.
Tax Associate preparing federal, state, and local tax returns at Cetera Holdings. Collaborating with clients and internal teams to ensure accurate and timely filings.
Tax Relationship Management Associate focused on supporting tax operations and providing client service within a fast - paced environment at Cetera Holdings.
Tax Relationship Management Associate supporting CPAs and senior team members in tax operations. Assisting with administrative tasks, document processing, and ensuring client service quality in a hybrid work environment.
Strategic Relationship Manager supporting retirement plan clients with strategic plan management and service. Building relationships and navigating day - to - day client interactions with various partners.
Senior Manager leading due diligence for alternative investment solutions in wealth management. Ensuring regulatory compliance and managing product oversight frameworks with stakeholder collaboration.
Senior Manager directing sales performance and regulatory compliance across Cetera's investment services program. Leading a team while ensuring exceptional client satisfaction and operational excellence.
Client Services Representative supporting Financial Professionals with day - to - day investment practice in Saint Cloud, MN. Hybrid position requiring 4 days in office.