Cetera Financial Group
Job Description
Position Title: IRA Coordinator
Location: Saint Cloud, MN
Schedule: 8am-5pm, in office
What we do here:
Cetera is a leading financial advice firm. Comprehensive services include: wealth management solutions, retirement plan solutions, advisory services, practice management support, innovative technology, marketing guidance, regulatory support, and market research. We believe in the power of more. Everything we do is designed to support and empower our financial professionals, their clients, and our employees to do more so they can be more.
Why work for us : As a member of the Cetera team, you're central to our mission and the reason for our growth. The very experiences you'll help strategize, design, and put into action have a direct impact on the lives of millions of people throughout the country. If you believe there's a better way to do things, and that there's more to life than settling for the status quo, we might be a great place for you to grow your career.
What we can give you:
We get it. As important as your career might be, there's a whole lot more to life. We offer a competitive salary and benefits package including career growth opportunities, a modern office environment with sit/stand desks, 4 weeks PTO starting, 16 paid volunteer hours, 401k program with match, various Health, Dental and Vision options, company paid STD/LTD and Life Insurance.
What is this position and what makes you a good fit?
Cetera Financial Group is currently seeking a Client Support Associate - IRA for our company's office located in St. Cloud, MN. This is a unique opportunity to join our team to provide customer service to our clients.
What you will do:
As a Client Support Associate - IRA at Cetera Financial Institutions, you will be responsible for creating Raving fans by delivering excellent service to our clients. The goal is to build and maintain client loyalty as well as to create the world's most referable platform. Complete training on the rules and regulations on Individual Retirement Plans (IRA). Provide support to our clients related Individual Retirement Plans. Handle complex and escalated issues from representatives and customers. Provide support to our clients with the navigation and use of various systems associated with the Broker/Dealer Work independently within the team to assist callers without requiring outside assistance. Participate in special projects as assigned. Provide training support on department process and system navigation. What you need to have:
1+ year of previous customer service related work 1+ years of proficiency with Microsoft Office tools. Must have a High School diploma or GED Compensation:
The salary range for this role is $19.25 - $21.00 plus a competitive performance-based bonus. Compensation packages are based on a wide array of factors unique to each candidate, including but not limited to a skill set, years and depth of experience, certifications, and specific office location. Compensation ranges may differ in differing locations due to the cost of labor considerations.
About Us
What we give you in return:
Not many teams can say that they support people's dreams coming to life... We happen to do that every day. And as important as we know your career is, we recognize that there's a whole lot more to life. To ensure that our Employees can make the most of their time outside of working hours, we offer a competitive salary and for full-time roles, a benefits package including:
Inclusive health, dental, vision and life insurance plans built to support diverse lifestyles, offer preventative care, and protect against hardship. Easy access to mental health benefits to meet our team members and their families where they are. 20+ days of paid time off (PTO), paid holidays, and 2 paid wellness days to give our employees the time they need to stay close with their loved ones, recharge, and give back to their communities. 401(k) Savings plan with a generous company contribution (up to 5%), and access to a financial professional to offer our employees the opportunity to plan-ahead for a strong financial future well beyond their working years. Paid parental leave to support all team members with birth, adoption, and foster. Health Savings and Flexible Spending Account options to help you save money on healthcare, daycare, commuting, and more. Employee Assistance Program (EAP), LifeLock, Pet Insurance and more.
About Cetera Financial Group:
Cetera Financial Group® ("Cetera") is a leading network of independent retail broker-dealers empowering the delivery of objective financial advice to individuals, families and company retirement plans across the country through trusted financial advisors and financial institutions. Cetera is an independent financial advisor network and a leading provider of retail services to the investment programs of banks and credit unions.
Through its multiple distinct firms, Cetera offers independent and institutions-based advisors the benefits of a large, established broker-dealer and registered investment adviser, while serving advisors and institutions in a way that is customized to their needs and aspirations. Advisor support resources offered through Cetera include award-winning wealth management and advisory platforms, comprehensive broker-dealer and registered investment adviser services, practice management support and innovative technology.
"Cetera Financial Group" refers to the network of retail independent broker-dealers encompassing, among others, Cetera Advisors, Cetera Advisor Networks, Cetera Financial Institutions,and Cetera Financial Specialists.
Cetera Financial Group is committed to providing an equal employment opportunity for all applicants and employees. For us, this is the only acceptable way to do business. Accordingly, all employment decisions at the Cetera Financial Group, including those relating to hiring, promotion, transfers, benefits, compensation, and placement, will be made without regard to race, color, ancestry, national origin, citizenship, age, physical and/or mental disability, medical condition, pregnancy, genetic characteristics, religion, religious dress and/or grooming, gender, gender identity, gender expression, sexual orientation, marital status, U.S. military status, political affiliation, or any other class protected by state and/or federal law.
Agencies please note : this recruitment assignment is being managed directly by Cetera's Talent Acquisition team. We will reach out to our preferred agency partners in the rare instance we require additional talent options. Your respect for this process is appreciated.
Please review our Workforce Privacy Policy for further details on what information we collect and the purposes for collection.
Position Title: IRA Coordinator
Location: Saint Cloud, MN
Schedule: 8am-5pm, in office
What we do here:
Cetera is a leading financial advice firm. Comprehensive services include: wealth management solutions, retirement plan solutions, advisory services, practice management support, innovative technology, marketing guidance, regulatory support, and market research. We believe in the power of more. Everything we do is designed to support and empower our financial professionals, their clients, and our employees to do more so they can be more.
Why work for us : As a member of the Cetera team, you're central to our mission and the reason for our growth. The very experiences you'll help strategize, design, and put into action have a direct impact on the lives of millions of people throughout the country. If you believe there's a better way to do things, and that there's more to life than settling for the status quo, we might be a great place for you to grow your career.
What we can give you:
We get it. As important as your career might be, there's a whole lot more to life. We offer a competitive salary and benefits package including career growth opportunities, a modern office environment with sit/stand desks, 4 weeks PTO starting, 16 paid volunteer hours, 401k program with match, various Health, Dental and Vision options, company paid STD/LTD and Life Insurance.
What is this position and what makes you a good fit?
Cetera Financial Group is currently seeking a Client Support Associate - IRA for our company's office located in St. Cloud, MN. This is a unique opportunity to join our team to provide customer service to our clients.
What you will do:
As a Client Support Associate - IRA at Cetera Financial Institutions, you will be responsible for creating Raving fans by delivering excellent service to our clients. The goal is to build and maintain client loyalty as well as to create the world's most referable platform. Complete training on the rules and regulations on Individual Retirement Plans (IRA). Provide support to our clients related Individual Retirement Plans. Handle complex and escalated issues from representatives and customers. Provide support to our clients with the navigation and use of various systems associated with the Broker/Dealer Work independently within the team to assist callers without requiring outside assistance. Participate in special projects as assigned. Provide training support on department process and system navigation. What you need to have:
1+ year of previous customer service related work 1+ years of proficiency with Microsoft Office tools. Must have a High School diploma or GED Compensation:
The salary range for this role is $19.25 - $21.00 plus a competitive performance-based bonus. Compensation packages are based on a wide array of factors unique to each candidate, including but not limited to a skill set, years and depth of experience, certifications, and specific office location. Compensation ranges may differ in differing locations due to the cost of labor considerations.
About Us
What we give you in return:
Not many teams can say that they support people's dreams coming to life... We happen to do that every day. And as important as we know your career is, we recognize that there's a whole lot more to life. To ensure that our Employees can make the most of their time outside of working hours, we offer a competitive salary and for full-time roles, a benefits package including:
Inclusive health, dental, vision and life insurance plans built to support diverse lifestyles, offer preventative care, and protect against hardship. Easy access to mental health benefits to meet our team members and their families where they are. 20+ days of paid time off (PTO), paid holidays, and 2 paid wellness days to give our employees the time they need to stay close with their loved ones, recharge, and give back to their communities. 401(k) Savings plan with a generous company contribution (up to 5%), and access to a financial professional to offer our employees the opportunity to plan-ahead for a strong financial future well beyond their working years. Paid parental leave to support all team members with birth, adoption, and foster. Health Savings and Flexible Spending Account options to help you save money on healthcare, daycare, commuting, and more. Employee Assistance Program (EAP), LifeLock, Pet Insurance and more.
About Cetera Financial Group:
Cetera Financial Group® ("Cetera") is a leading network of independent retail broker-dealers empowering the delivery of objective financial advice to individuals, families and company retirement plans across the country through trusted financial advisors and financial institutions. Cetera is an independent financial advisor network and a leading provider of retail services to the investment programs of banks and credit unions.
Through its multiple distinct firms, Cetera offers independent and institutions-based advisors the benefits of a large, established broker-dealer and registered investment adviser, while serving advisors and institutions in a way that is customized to their needs and aspirations. Advisor support resources offered through Cetera include award-winning wealth management and advisory platforms, comprehensive broker-dealer and registered investment adviser services, practice management support and innovative technology.
"Cetera Financial Group" refers to the network of retail independent broker-dealers encompassing, among others, Cetera Advisors, Cetera Advisor Networks, Cetera Financial Institutions,and Cetera Financial Specialists.
Cetera Financial Group is committed to providing an equal employment opportunity for all applicants and employees. For us, this is the only acceptable way to do business. Accordingly, all employment decisions at the Cetera Financial Group, including those relating to hiring, promotion, transfers, benefits, compensation, and placement, will be made without regard to race, color, ancestry, national origin, citizenship, age, physical and/or mental disability, medical condition, pregnancy, genetic characteristics, religion, religious dress and/or grooming, gender, gender identity, gender expression, sexual orientation, marital status, U.S. military status, political affiliation, or any other class protected by state and/or federal law.
Agencies please note : this recruitment assignment is being managed directly by Cetera's Talent Acquisition team. We will reach out to our preferred agency partners in the rare instance we require additional talent options. Your respect for this process is appreciated.
Please review our Workforce Privacy Policy for further details on what information we collect and the purposes for collection.