Teams at Cetera Financial Group

Recruit prospective independent financial professionals for Cetera’s broker-dealer network. Responsibilities include managing recruiting pipelines, coordinating appointments and home-office visits, leading targeted campaigns, evaluating candidates, communicating business-model benefits, developing transition packages, supporting lead generation, and creating sales enablement materials. The role requires strong communication, organization, sales knowledge, and proficiency with Microsoft Office and Salesforce.

Leads a regional growth team responsible for sales performance, organic growth, advisor relationships, engagement plans, pipeline management, retention, and adoption of investment solutions and company platforms. Manages team performance, develops advisor study groups, coordinates onboarding and sales enablement, and connects advisors with subject matter experts. The remote role requires Southeast regional residency, up to 50% travel, significant sales and relationship experience, team management, and applicable FINRA licenses.

Conduct outbound prospecting and research to identify decision-makers and investment-program opportunities at credit unions and banks. Build and maintain Salesforce records, generate qualified institutional leads, schedule introductory meetings, track pipeline activity, and share market intelligence with external business development partners. The role also supports targeted outreach campaigns, lead qualification, relationship development, and sales enablement for financial institution audiences.