Cetera Financial Group
Base pay range
$22.00/hr - $29.00/hr Cetera is currently seeking a Senior Service Professional for our Advisor Support team. This is a unique opportunity to join our team in providing operational support and world-class customer service to our clients. There is potential for this to be a hybrid role based on a successful training period. Responsibilities
Cultivating meaningful connections with advisors, their teams, and clients to foster continuing relationships. Proficiently addressing queries through phone calls, regarding advisory accounts and spanning from assisting with new account setup to managing transactions and servicing requirements. Empowering advisors with exceptional support, harnessing innovative technologies to optimize their productivity and achievements. Efficiently utilize our advanced CRM tool to meticulously record and track service requests, ensuring prompt and accurate follow-up. Provide in person/virtual training to clients and advisors, as well as utilize experience to provide training advisors. Able to assist with complex cases and escalations from Service Professionals Other duties as assigned. Required Knowledge, Skills, and Abilities
Demonstrate a real passion for providing a high level of customer service FINRA Series 7 (or willing to obtain within 9-12 months of start date) Processing Experience: Prior experience in processing financial transactions such as journals, distributions, and check requests are highly desirable. Exceptional communicator with strong organizational skills and attention to detail. Analytical thinker with the ability to multitask and adapt quickly in a fast-paced environment. Courteous, empathetic, and an active listener committed to resolving client concerns effectively. Positive team player who leads by example and brings energy and results-driven mindset to every interaction. Desired Knowledge, Skills, and Abilities
Call Center experience highly desirable. Demonstrated experience delivering excellent problem resolution, organizational and follow-up skills Familiarity with Schwab, Fidelity or Pershing in systems like Orion and Envestnet Licensing (SIE or other FINRA Licensing) Minimum Education & Experience
High School Diploma or GED 3+ years Financial industry experience 1 year of experience with MS Office tools Licensing (if applicable) Travel
No Travel Required Compensation
The base annual salary range for this role is $19.70 to $31.25 an hour, 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: 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 is committed to providing an equal employment opportunity for all applicants and employees. All employment decisions at Cetera, 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.
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$22.00/hr - $29.00/hr Cetera is currently seeking a Senior Service Professional for our Advisor Support team. This is a unique opportunity to join our team in providing operational support and world-class customer service to our clients. There is potential for this to be a hybrid role based on a successful training period. Responsibilities
Cultivating meaningful connections with advisors, their teams, and clients to foster continuing relationships. Proficiently addressing queries through phone calls, regarding advisory accounts and spanning from assisting with new account setup to managing transactions and servicing requirements. Empowering advisors with exceptional support, harnessing innovative technologies to optimize their productivity and achievements. Efficiently utilize our advanced CRM tool to meticulously record and track service requests, ensuring prompt and accurate follow-up. Provide in person/virtual training to clients and advisors, as well as utilize experience to provide training advisors. Able to assist with complex cases and escalations from Service Professionals Other duties as assigned. Required Knowledge, Skills, and Abilities
Demonstrate a real passion for providing a high level of customer service FINRA Series 7 (or willing to obtain within 9-12 months of start date) Processing Experience: Prior experience in processing financial transactions such as journals, distributions, and check requests are highly desirable. Exceptional communicator with strong organizational skills and attention to detail. Analytical thinker with the ability to multitask and adapt quickly in a fast-paced environment. Courteous, empathetic, and an active listener committed to resolving client concerns effectively. Positive team player who leads by example and brings energy and results-driven mindset to every interaction. Desired Knowledge, Skills, and Abilities
Call Center experience highly desirable. Demonstrated experience delivering excellent problem resolution, organizational and follow-up skills Familiarity with Schwab, Fidelity or Pershing in systems like Orion and Envestnet Licensing (SIE or other FINRA Licensing) Minimum Education & Experience
High School Diploma or GED 3+ years Financial industry experience 1 year of experience with MS Office tools Licensing (if applicable) Travel
No Travel Required Compensation
The base annual salary range for this role is $19.70 to $31.25 an hour, 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: 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 is committed to providing an equal employment opportunity for all applicants and employees. All employment decisions at Cetera, 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.
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