
2 - 10 employees
Founded 2021
💸 Finance
🤝 B2B
☁️ SaaS
Finance • B2B • SaaS
CETERA is a wealth-management and financial services platform that provides broker-dealer, advisory, technology and practice-management solutions to independent financial advisors, registered investment advisers, tax and accounting professionals, and financial institutions. The company emphasizes B2B partnership models—white-glove onboarding, proprietary client-facing platforms, marketing and growth programs, and operational support—designed to help advisors transition assets, scale their businesses, and enhance client engagement. Cetera positions itself as a growth-focused partner and a technology-enabled “wealth hub” rather than a consumer-facing retail firm.
Selected: 🆕 Date Added.
🕒 August 27
Remote Compliance Analyst auditing broker-dealer and advisory branches for FINRA, SEC, and state compliance. Preparing audit reports and partnering with firm leadership and financial professionals.
🕒 August 26
Business development consultant recruiting independent financial professionals for Cetera’s broker-dealer network. Managing recruiting pipelines, campaigns, candidate evaluation, and sales enablement.
🇺🇸 United States – Remote
💵 $80k / year
⏰ Full Time
🟡 Mid-level
🟠 Senior
💰 Business Development (BDR)
👻 Ghost score 20%
🕒 August 21
Advertising compliance manager reviewing marketing materials and enforcing FINRA/SEC policies. Supporting Cetera’s independent broker-dealers, advisors, and financial institutions.
🇺🇸 United States – Remote
💵 $91k - $120k / year
⏰ Full Time
🟡 Mid-level
🟠 Senior
👔 Manager
👻 Ghost score 20%
🕒 August 21
Outbound sales specialist generating and qualifying Financial Advisor leads for Cetera Financial Group’s independent broker-dealer and advisory network. Nurturing prospects and building sales-ready opportunities.
🕒 August 17
Senior Trust Officer administering trusts and relationships for Cetera Trust Company, an affiliate of wealth advisory provider Cetera Financial Group. Supporting new business, tax oversight, Directed Trust products, and advisor education.
🕒 August 13
Regional business development manager recruiting financial institutions and advisors for Cetera, a network of independent broker-dealers and investment advisers. Promoting financial products, services, and affiliation models.
🇺🇸 United States – Remote
💵 $125k - $170k / year
⏰ Full Time
🟠 Senior
🔴 Lead
💰 Business Development (BDR)
👻 Ghost score 20%
🕒 August 11
Compliance Analyst reviewing retail advertising for Cetera Financial Group, a financial services company. Ensuring insurance and securities communications comply with FINRA, SEC, and insurance regulations.
🕒 August 11
Regional business development manager recruiting independent financial advisors for Cetera Financial Group, a wealth management network. Building advisor relationships, presenting affiliation benefits, and closing recruitment offers across the East region.
🏈 Alabama, Connecticut, +15 more states – Remote
💵 $100k / year
⏰ Full Time
🟡 Mid-level
🟠 Senior
💰 Business Development (BDR)
👻 Ghost score 20%
🕒 July 14
Regional Business Development Manager attracting independent financial advisors in the West Region. Requires 50% travel and expertise in financial services recruitment.
🐻 Alaska, Arizona, +11 more states – Remote
💵 $110k / year
⏰ Full Time
🟡 Mid-level
🟠 Senior
💰 Business Development (BDR)
👻 Ghost score 22%
🕒 March 31
Lead Regional Growth Team at Cetera to drive sales and manage advisor relationships. Focused on results against sales goals in the Southeast Region of the United States.
🏈 Alabama, Florida, +2 more states – Remote
💵 $115k - $125k / year
⏰ Full Time
🟠 Senior
📈 Growth Marketing
👻 Ghost score 46%
🕒 March 25
Regional Business Development Manager at Cetera Financial Group directing recruitment efforts for Financial Advisors and Accounting Firms. Requires strong sales and relationship-building skills with significant travel.
🇺🇸 United States – Remote
💵 $100k - $110k / year
⏰ Full Time
🟡 Mid-level
🟠 Senior
💰 Business Development (BDR)
👻 Ghost score 47%