
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.
🕒 July 15
Retirement Plan Consultant at Cetera navigating retirement plan administration complexities. Focusing on client service and compliance for retirement plans in a supportive environment.
🕒 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)
🕒 July 14
Compliance Analyst ensuring all retail communication adheres to state and federal laws at Cetera Financial Group. Unique opportunity to join and contribute to compliance efforts in insurance and securities.
🕒 June 4
Senior Compliance Analyst at Cetera Financial Group ensuring retail communication complies with policies, FINRA, and SEC rules. Remote role focused on advertising compliance with team collaboration.
🕒 April 2
Business Management Consultant managing relationships with financial institutions for growth on the West Coast. Overseeing strategic business planning and delivering consulting services to enhance wealth management.
🏄 California, Hawaii, +3 more states – Remote
💵 $100k - $130k / year
⏰ Full Time
🟠 Senior
🔴 Lead
💸 Financial Planning and Analysis (FP&A)
🕒 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
🕒 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)
🕒 March 13
Regional Business Development Manager leading recruitment efforts of Financial Advisors in the Midwest region for CFG. Requires 50% travel within the region and ideal for those with established industry relationships.
🌽 Illinois, Iowa, +8 more states – Remote
💵 $110k / year
⏰ Full Time
🟡 Mid-level
🟠 Senior
💰 Business Development (BDR)