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© All Rights Reserved. ApplyBlast.com
cetera
The Client Services Representative supports Financial Advisors by managing day-to-day investment practice operations, enhancing customer service, and processing client paperwork and transactions. This role involves maintaining client relationships, scheduling appointments, and communicating with clients and financial companies. It serves as a potential entry point for career advancement into roles requiring industry licenses.
Headquarters
San Diego, California, United States
Company Size
1001-5000 employees
Founded
1981
Cetera Financial Group is a U.S.-based financial services firm that supports independent financial advisors through a network of broker-dealers and registered investment advisors. It provides custody and brokerage platforms, advisory and wealth-management solutions, technology, compliance, and practice‑management support to help advisors grow their businesses and serve clients. Cetera emphasizes advisor autonomy, operational scale, and integrated tools and product access to enable client success and business growth.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for cetera.