
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.
🕒 August 11
🏈 Alabama, Connecticut, +15 more states – Remote
💵 $100k / year
⏰ Full Time
🟡 Mid-level
🟠 Senior
💰 Business Development (BDR)
👻 Ghost score 20%
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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.
• Present and represent Cetera Financial Group as the wealth management firm of choice for independent, growth-oriented Financial Advisors • Manage recruitment of prospective Financial Advisors • Develop leads and build relationships with prospective Financial Advisors through ongoing contact • Create a recruiting plan for the assigned territory • Meet recruitment goals • Serve as the primary point of contact with Financial Advisors • Articulate and sell Cetera Financial Group’s business model and affiliation benefits • Evaluate advisors’ fit based on their book of business and other interactions • Deliver business presentations and provide consultative support on services, products, and technology • Negotiate and close offers by comparing Cetera’s independent brokerage model with advisors’ existing compensation structures • Capture recruiting activity in the Business Development pipeline using Salesforce, Excel, and other tools • Participate in outbound social media and call campaigns • Collaborate with cross-functional teams on solution development and recruiting process enhancements
• Bachelor’s Degree • 5+ Years directly related work experience within financial services recruiting or sales • FINRA Series 7, 65 or 66 licenses • Proven negotiation skills and track record of creating compelling value propositions for prospective clients • Effective communication and presentation techniques • Working knowledge of Salesforce and Excel • Strong understanding of the sales process, pipeline management & metric achievement • Strong knowledge of the Financial Services industry • Must be located in one of the following states: Alabama, Connecticut, Delaware, Florida, Georgia, Massachusetts, Maine, Maryland, Mississippi, North Carolina, New Hampshire, New Jersey, New York, Pennsylvania, Puerto Rico, Rhode Island, South Carolina, Virginia, Vermont, or West Virginia • Up to 50% travel
• Inclusive health, dental, vision, and life insurance plans • Mental health benefits • 20+ days of paid time off (PTO) • Paid holidays • 2 paid wellness days • 401(k) savings plan with company contribution up to 5% • Access to a financial professional for financial planning • Paid parental leave • Health Savings Account and Flexible Spending Account options • Employee Assistance Program (EAP) • LifeLock identity theft protection • Pet insurance • Paid caregiver leave • Additional voluntary benefits
Apply Now🕒 August 11
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