Cetera Financial Group
Investment Solution Specialist
Cetera Financial Group, El Segundo, California, United States, 90245
1 day ago Be among the first 25 applicants
Cetera Financial Group provided pay range
This range is provided by Cetera Financial Group. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more. Base pay range
$68,000.00/yr - $95,000.00/yr Direct message the job poster from Cetera Financial Group Cetera Financial Group (CFG) is seeking an Investment Solution Specialist to support integration work for newly acquired firms and assets onto our award-winning investment advisory platform, My Advice Architect, currently representing roughly $200 billion in Assets Under Management (AUM). This role operates in a fast-paced environment and involves solving complex challenges. Coordination of workstreams and deliverables to streamline firm integrations and ensure alignment across systems, processes, and policies is required. The Investment Solutions Specialist will work with leadership to collaborate and coordinate across multiple departments such as Corporate Development, Operations, Legal, and Compliance, as well as with external vendors and partners to ensure integration success. This role reports to the Director of Investment Advisory Integrations. This hybrid role requires being near one of our office locations: El Segundo, CA | San Diego, CA | Des Moines, IA| St Cloud, MN | Dallas, TX. What you will do: Support integration strategies for newly acquired firms to ensure a smooth transition onto Cetera’s advisory platforms. Assist the Investment Solutions Integration team in developing timelines and task lists for firm transitions. Draft materials (e.g., FAQs and job aids) to support smooth onboarding and adoption of Cetera’s platform. Conduct platform testing in UAT and production environments to confirm as expected operations and identify issues. Prepare project updatesfor leadership and stakeholders. Analyze data to identify potential challenges; standardize and map data for platform setup. Serve as a point of contact for questions on advisory programs, performance reporting, trading, proposal generation, advisory billing, and compliance policies. Track open items and surface potential obstacles to success Identify opportunities to optimize integration processes across data management, policies, and platform functionalities. Collaborate with internal teams to develop and implement process improvements that enhance efficiency and reduce integration timelines. Monitor industry trends and platform developments to maintain a competitive edge and support innovative solutions. What you need to have: FINRA Series 65 license is highly desirable; must be willing to obtain within 1 year. Must have a minimum of 5 years in financial services, with basic understanding of advisory platforms like Orion, Envestnet, or Black Diamond. Familiarity with custodial platforms (Pershing, Fidelity, Schwab) is essential. Project management, technical writing, problem-solving, and proficiency in Excel and PowerPoint. Analytical, detail-oriented, and capable of performing multiple tasks under tight deadlines. Strong communication skills, customer service orientation, and ability to collaborate with diverse teams and stakeholders. Integrity, professionalism, strong work ethic, and a proactive, client-focused approach. Compensation: The base annual salary range for this role is $68,000 - $95,000 , plus a competitive performance-based bonus. Base annual salary depends on a wide array of factors, including but not limited to skill set, years and depth of experience, certifications, and location. Base annual salary may also differ significantly due to geography and 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. 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. Seniority level
Seniority level Associate Employment type
Employment type Full-time Job function
Job function Finance Referrals increase your chances of interviewing at Cetera Financial Group by 2x Inferred from the description for this job
Medical insurance Vision insurance 401(k) Paid paternity leave Paid maternity leave Disability insurance Get notified when a new job is posted. Sign in to set job alerts for “Investment Specialist” roles.
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This range is provided by Cetera Financial Group. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more. Base pay range
$68,000.00/yr - $95,000.00/yr Direct message the job poster from Cetera Financial Group Cetera Financial Group (CFG) is seeking an Investment Solution Specialist to support integration work for newly acquired firms and assets onto our award-winning investment advisory platform, My Advice Architect, currently representing roughly $200 billion in Assets Under Management (AUM). This role operates in a fast-paced environment and involves solving complex challenges. Coordination of workstreams and deliverables to streamline firm integrations and ensure alignment across systems, processes, and policies is required. The Investment Solutions Specialist will work with leadership to collaborate and coordinate across multiple departments such as Corporate Development, Operations, Legal, and Compliance, as well as with external vendors and partners to ensure integration success. This role reports to the Director of Investment Advisory Integrations. This hybrid role requires being near one of our office locations: El Segundo, CA | San Diego, CA | Des Moines, IA| St Cloud, MN | Dallas, TX. What you will do: Support integration strategies for newly acquired firms to ensure a smooth transition onto Cetera’s advisory platforms. Assist the Investment Solutions Integration team in developing timelines and task lists for firm transitions. Draft materials (e.g., FAQs and job aids) to support smooth onboarding and adoption of Cetera’s platform. Conduct platform testing in UAT and production environments to confirm as expected operations and identify issues. Prepare project updatesfor leadership and stakeholders. Analyze data to identify potential challenges; standardize and map data for platform setup. Serve as a point of contact for questions on advisory programs, performance reporting, trading, proposal generation, advisory billing, and compliance policies. Track open items and surface potential obstacles to success Identify opportunities to optimize integration processes across data management, policies, and platform functionalities. Collaborate with internal teams to develop and implement process improvements that enhance efficiency and reduce integration timelines. Monitor industry trends and platform developments to maintain a competitive edge and support innovative solutions. What you need to have: FINRA Series 65 license is highly desirable; must be willing to obtain within 1 year. Must have a minimum of 5 years in financial services, with basic understanding of advisory platforms like Orion, Envestnet, or Black Diamond. Familiarity with custodial platforms (Pershing, Fidelity, Schwab) is essential. Project management, technical writing, problem-solving, and proficiency in Excel and PowerPoint. Analytical, detail-oriented, and capable of performing multiple tasks under tight deadlines. Strong communication skills, customer service orientation, and ability to collaborate with diverse teams and stakeholders. Integrity, professionalism, strong work ethic, and a proactive, client-focused approach. Compensation: The base annual salary range for this role is $68,000 - $95,000 , plus a competitive performance-based bonus. Base annual salary depends on a wide array of factors, including but not limited to skill set, years and depth of experience, certifications, and location. Base annual salary may also differ significantly due to geography and 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. 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. Seniority level
Seniority level Associate Employment type
Employment type Full-time Job function
Job function Finance Referrals increase your chances of interviewing at Cetera Financial Group by 2x Inferred from the description for this job
Medical insurance Vision insurance 401(k) Paid paternity leave Paid maternity leave Disability insurance Get notified when a new job is posted. Sign in to set job alerts for “Investment Specialist” roles.
Los Angeles, CA $60,000.00-$70,000.00 2 weeks ago Los Angeles, CA $220,000.00-$415,000.00 2 weeks ago Investment Consultant - Los Angeles, CA (Downtown)
Citi Private Bank - Investment Counselor - Beverly Hills, CA
Beverly Hills, CA $200,720.00-$301,080.00 1 week ago Glendale, CA $167,040.00-$250,560.00 1 week ago Freelance Investments & Analytics Writer
Citi Private Bank - Director, Investment Counselor - Beverly Hills, CA
Beverly Hills, CA $200,000.00-$300,000.00 1 week ago Director/Senior Manager, Enterprise Risk Management-Global Leading Investment Management-Excellent Internal Growth!
Los Angeles Metropolitan Area 1 month ago Senior Analyst, Strategic Partners- CBRE Investment Management
AP Associate - Alternative Investment Manager
Pasadena, CA $85,000.00-$120,000.00 4 days ago Investor Relations Director, CBRE Investment Management
Los Angeles, CA $160,000.00-$180,000.00 1 month ago Los Angeles, CA $200,000.00-$250,000.00 2 weeks ago Asset & Wealth Management Regulated Investment Company (RICS) - Manager
Los Angeles, CA $99,000.00-$266,000.00 2 weeks ago Asset & Wealth Management Regulated Investment Company (RIC) - Senior Manager
Casey Quirk Investment & Wealth Management Insights Senior Manager
Director of Investment Accounting & Reporting-Global, Reputable Firm-Excellent Internal Career Growth!
Implementation Manager AVP / VP - Investment Software Implementation - Charles River Development
Los Angeles, CA $110,000.00-$170,000.00 4 weeks ago Los Angeles, CA $130,000.00-$200,000.00 2 weeks ago Director, Investment Accounting Regulatory Reporting
Los Angeles, CA $110,000.00-$125,000.00 2 weeks ago We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
#J-18808-Ljbffr