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© All Rights Reserved. ApplyBlast.com
cetera
Cetera Financial Institutions is seeking a Managed Financial Professional to meet with bank customers and help determine the best ways to serve their investment planning goals. The role involves proactively developing a client base, analyzing customer information, and advising on wealth management products. This position requires strong sales and customer service skills to build and maintain professional relationships.
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.
cetera didn’t post a salary, so this is our estimate from similar listings.