Dallas, Texas, United States · On-site
$30/hr–$42/hr
We are seeking dedicated and resourceful Technology & Process Solutions Specialist to join our team. In this role, you will be responsible for maintaining, upgrading, and managing our Saas software systems, as well as im…
Skills: System Administration, SaaS Management, Cloud Services, User Management, Data Governance
Dallas, Texas, United States · On-site
$30/hr–$42/hr
We are seeking dedicated and resourceful Technology & Process Solutions Specialist to join our team. In this role, you will be responsible for maintaining, upgrading, and managing our Saas software systems, as well as im…
Skills: System Administration, SaaS Management, Cloud Services, Data Governance, User Management
Saint Cloud, Minnesota, United States · On-site
$71k–$111k/yr
Cetera Financial Group is currently seeking an Operations Supervisor for our company’s office located in St. Cloud, MN. This is an outstanding opportunity to provide influential leadership for our growing brokerage opera…
Skills: Team Leadership, Financial Operations, Customer Service, Microsoft Office, Verbal Communication
Dallas, Texas, United States · Hybrid
$24/hr–$31/hr
Cetera is currently seeking a Senior Service Professional for our Advisor Support team in Dallas, TX. This is a unique opportunity to join our team in providing operational support and world-class customer service to our…
Skills: Communication Skills, Organizational Skills, Attention To Detail, Analytical Thinking, Multi-tasking
United States · Remote OK
$64k–$94k/yr
Cetera Financial Group is currently seeking a Compliance Analyst for Ad Review. This is a unique opportunity to join our team to ensure that all retail communication complies with state and federal laws, rules and regula…
Skills: Advertising Review, Regulatory Compliance, Retail Communication Review, Insurance Regulations, Securities Regulations
Dallas, Texas, United States · Hybrid
$22/hr–$27/hr
Cetera is currently seeking an Operations Professional for our team located in St. Cloud, MN. This is a unique opportunity to join our team in providing operational support and world-class customer service to our clients…
Skills: Operational support, Customer service, Administrative support, Account processing, Journal entries
Saint Cloud, Minnesota, United States · On-site
$60k–$90k/yr
At Cetera, we strive for continuous improvement and evolution towards excellence. To achieve this, we require the right individuals who can support and ensure our success. Our corporate team is the backbone of our operat…
Skills: Trade Execution, Investment Products, Compliance Standards, Multitasking, Attention To Detail
Dallas, Texas, United States · Hybrid
$55k–$75k/yr
The Advisor Experience Specialist is responsible for managing the advisor experience within the Regional Growth Team by providing relationship driven escalation resolution and efficiency consultation to financial advisor…
Skills: Escalation Resolution, Relationship Management, Efficiency Consultation, Case Management, SLA Management
United States · Remote OK
$120k–$185k/yr
Cetera is seeking a highly skilled professional to join our Advanced Planning Team (APT) as a Senior Advanced Planning Consultant. The APT plays a critical role in developing sophisticated wealth strategies for high-net-…
Skills: High-Net-Worth Planning, Tax-Efficient Investing, Trust and Estate Planning, Wealth Transfer, Charitable Giving
Leawood, Kansas, United States · Hybrid
The Client Service Specialist plays a key role in delivering exceptional client experiences and supporting the growth of client relationships. This position requires a minimum of one year of experience in client relation…
Skills: Client Relationship Management, Customer Support, Financial Services, Onboarding, CRM Data Entry
Dallas, Texas, United States · Hybrid
$20/hr–$25/hr
Cetera is currently seeking a Specialty Operations Professional for our team located in Dallas, TX. This is a unique opportunity to join our team in providing operational support and world-class customer service to our c…
Skills: Operational Support, Customer Service, Account Maintenance, Problem Resolution, Communication
Dallas, Texas, United States · On-site
$85k–$95k/yr
As a Talent Acquisition Partner focused on partnering with our Growth Organization, you won’t just fill roles—you’ll help build the teams that fuel our growth and shape the future of our business. In this high-impact rol…
Skills: Full-cycle Recruiting, Sales Recruiting, Passive Candidate Sourcing, Stakeholder Management, Market Intelligence
Dallas, Texas, United States · Hybrid
$82k–$117k/yr
The Sr. Compliance Analyst (Regulatory Exams) is responsible for supporting the network of Cetera Financial Group’s broker/dealer and registered investment advisers throughout the examination process. The Regulatory Exam…
Skills: Regulatory Compliance, FINRA Regulations, SEC Regulations, MSRB Regulations, Regulatory Examinations
Leawood, Kansas, United States · On-site
$16/hr–$24/hr
The Office Assistant is the first impression for all visitors, prospects, clients and team members. They play an important role in creating a welcoming environment and keeping the office running efficiently. Responsibili…
Skills: Customer Service, Office Management, Microsoft Office Suite, Event Planning, Vendor Management
Dallas, Texas, United States · Hybrid
$24/hr–$31/hr
Cetera is currently seeking a Senior Service Professional for our Advisor Support Team team. This is a unique opportunity to join our team in providing operational support and world-class customer service to our clients.…
Skills: Communication skills, Organizational skills, Attention to detail, Analytical thinking, Multi-tasking
Dallas, Texas, United States · Hybrid
$100k–$138k/yr
Cetera Financial Group is seeking a dynamic and driven professional to join our Business Development team. As New Entrant Program Recruiter, you will play a pivotal role in attracting and recruiting independent, growth-o…
Skills: Recruiting, Sales Techniques, Salesforce, Microsoft Excel, Microsoft PowerPoint
San Diego, California, United States · Hybrid
$25/hr–$32/hr
This person supports Financial Professionals (Registered Representatives) with running their day-to-day Investment practice while enhancing the customer service level and experience. This role may cover up to 3 Financial…
Skills: Customer Service, Time Management, Written Communication, Verbal Communication, Microsoft Word
Atlanta, Georgia, United States · Hybrid
$22/hr–$29/hr
Sr. Client Services Representative – This person supports Financial Professionals (Registered Representatives) with running their day-to-day Investment practice while enhancing the customer service level and experience. …
Skills: Customer Service, Time Management, Written Communication, Verbal Communication, Microsoft Word
Dallas, Texas, United States · Hybrid
$24/hr–$31/hr
Cetera is currently seeking a Senior Service Professional for our Advisor Support team in Dallas, TX. This is a unique opportunity to join our team in providing operational support and world-class customer service to our…
Skills: Communication skills, Organizational skills, Attention to detail, Analytical thinking, Multi-tasking
Dallas, Texas, United States · Hybrid
The Privacy Specialist serves as a key contributor to the enterprise privacy program for a FINRA-registered broker-dealer and SEC-registered investment adviser. This role operates with a high degree of independence and j…
Skills: Privacy Program Governance, Data Mapping, Vendor Risk Assessment, Privacy Incident Management, Regulatory Compliance
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The specialist is responsible for maintaining, upgrading, and managing SaaS software and internal IT systems to ensure infrastructure efficiency. Key duties include administering user access, troubleshooting outages, and implementing data governance policies.
Candidates should have proven experience as a System Administrator or IT Analyst with strong knowledge of cloud services and SaaS applications. A bachelor's degree in IT or Computer Science and relevant certifications like Salesforce Certified Administrator are preferred.
We are seeking dedicated and resourceful Technology & Process Solutions Specialist to join our team. In this role, you will be responsible for maintaining, upgrading, and managing our Saas software systems, as well as implementing and improving our internal IT systems. The ideal candidate should be strong problem-solving skills, excellent communication abilities, and a passion for discovering and implementing new features in IT systems. Your primary goal will be to ensure that our technology infrastructure runs smoothly and efficiently while
meeting the needs of our internal and external users.
• Examine and evaluate current systems, identifying areas for improvement and optimization.
• Identify system requirements by working with users to track additional requirements and features.
• Administer user access and permissions for Industry Specific Vendors and Cloud SaaS applications such as Salesforce, Dropbox, Notion, and others.
• Collaborate with the IT teams to build and implement new systems and ensure seamless integration with existing systems.
• Troubleshoot issues and outages internally as well as with 3rd party support teams, providing timely resolutions to minimize downtime.
• Validate changes by testing programs and ensuring high levels of performance and data governance.
• Implement and maintain data governance policies, ensuring compliance with relevant regulations.
• Train users on new systems, provide support, and develop expertise to train staff on new technologies.
• Upgrade systems with new releases and models as needed. Assist Solution Architect / Project Manager Ensure deadline and budget
requirements are met.
• Stay up to date with current technologies and technical developments.
• Proven experience as a System Administrator, IT Analyst, or similar role.
• Strong knowledge of systems, software, cloud services, and SaaS applications (e.g., Salesforce, Dropbox, Microsoft 365, etc.).
• Experience with user management and data governance in cloud-based environments.
• Relevant certifications (e.g., CompTIA Cloud Essentials+, Salesforce Certified Administrators, etc.) are preferred.
• Familiarity with various operating systems and platforms (e.g., Windows, MacOS, Linux).
• Excellent problem-solving and critical-thinking skills.
• Strong communication and interpersonal skills, with the ability to work well in a team and with interdisciplinary groups.
• Resourcefulness and the ability to diagnose and resolve problems quickly.
• Bachelor's degree or equivalent work experience in Information Technology, Computer Science, or a related field.
If you are passionate about IT systems and enjoy working in a dynamic and collaborative environment, we would love to hear from you. Apply now and help us shape the future of our technology infrastructure.
About Us
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:
Cetera Financial Group® (Cetera) is a leading network of independent retail broker-dealers and registered investment advisers 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 one of the largest independent financial advisor networks in the nation and a leading provider of retail services to the investment programs of banks and credit unions.
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 (Cetera) is a network of independent retail firms, including those that are members of FINRA/SIPC: Cetera Advisors LLC; Cetera Wealth Services, LLC (formerly known as Cetera Advisor Networks); Cetera Investment Services LLC (marketed as Cetera Financial Institutions or Cetera Investors); and Cetera Financial Specialists LLC. Entities registered as investment advisers with the Securities and Exchange Commission include Cetera Investment Management LLC and Cetera Investment Advisers LLC. Cetera's principal office is located at 655 W. Broadway, 11th Floor, San Diego, CA 92101. Avantax Planning Partners, Inc. is an SEC registered investment adviser within the Aretec Group, Inc. (dba Cetera Holdings, an affiliate of Cetera). All the referenced entities are under common ownership.
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 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.
We deliver tax-intelligent wealth management solutions for Financial Professionals.
Avantax, a unique community within Cetera Holdings, delivers tax-intelligent wealth management solutions for financial professionals, tax professionals & CPA firms, supporting its goal of minimizing clients’ tax burdens through comprehensive tax-intelligent financial planning. Avantax has two distinct, but related, models within its business: the independent Financial Professional model & the employee-based model. Avantax refers to its independent Financial Professional model as Avantax Wealth Management®. Avantax Wealth Management (AWM) works with a nationwide network of Financial Professionals operating as independent contractors & offers its services through its registered broker-dealer, Avantax Investment Services, Inc., Member FINRA, SIPC, registered investment advisor (RIA), Avantax Advisory Services, Inc., & insurance agency subsidiaries. We refer to our employee-based model as Avantax Planning Partners℠. Avantax Planning Partners offers services through its RIA, insurance agency, & affiliated broker-dealer, Avantax Investment Services, Inc., & partners with CPA firms to provide their consumer & small-business clients with holistic financial planning & advisory services. Securities offered through Avantax Investment Services℠, Member FINRA (www.finra.org), SIPC (www.sipc.org). Investment advisory services offered through Avantax Advisory Services℠. Insurance services offered through licensed agents of Avantax Insurance Agency℠ & Avantax Insurance Services℠. 3200 Olympus Blvd., Suite 100, Dallas, TX, 75019, 972-870-6000. Visit Avantax.com/social_policy for more information. Avantax exclusively provides financial products and services & does not directly provide or supervise tax or accounting services. Its affiliated Financial Professionals may offer those services through their independent outside businesses. Financial Professionals’ outside companies aren't registered investment advisers.
Offices: 3200 Olympus Blvd, Suite 100, Dallas, Texas 75019, US
We deliver tax-intelligent wealth management solutions for Financial Professionals.
Avantax, a unique community within Cetera Holdings, delivers tax-intelligent wealth management solutions for financial professionals, tax professionals & CPA firms, supporting its goal of minimizing clients’ tax burdens through comprehensive tax-intelligent financial planning. Avantax has two distinct, but related, models within its business: the independent Financial Professional model & the employee-based model. Avantax refers to its independent Financial Professional model as Avantax Wealth Management®. Avantax Wealth Management (AWM) works with a nationwide network of Financial Professionals operating as independent contractors & offers its services through its registered broker-dealer, Avantax Investment Services, Inc., Member FINRA, SIPC, registered investment advisor (RIA), Avantax Advisory Services, Inc., & insurance agency subsidiaries. We refer to our employee-based model as Avantax Planning Partners℠. Avantax Planning Partners offers services through its RIA, insurance agency, & affiliated broker-dealer, Avantax Investment Services, Inc., & partners with CPA firms to provide their consumer & small-business clients with holistic financial planning & advisory services. Securities offered through Avantax Investment Services℠, Member FINRA (www.finra.org), SIPC (www.sipc.org). Investment advisory services offered through Avantax Advisory Services℠. Insurance services offered through licensed agents of Avantax Insurance Agency℠ & Avantax Insurance Services℠. 3200 Olympus Blvd., Suite 100, Dallas, TX, 75019, 972-870-6000. Visit Avantax.com/social_policy for more information. Avantax exclusively provides financial products and services & does not directly provide or supervise tax or accounting services. Its affiliated Financial Professionals may offer those services through their independent outside businesses. Financial Professionals’ outside companies aren't registered investment advisers.
Offices: 3200 Olympus Blvd, Suite 100, Dallas, Texas 75019, US
