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© All Rights Reserved. ApplyBlast.com
cetera
Cetera is seeking a Service Professional to join its Resource Center team in Dallas, TX, delivering exceptional operational support and world-class service to financial professionals and their clients. This hybrid role focuses on building long-term relationships, serving as the primary point of contact for advisor clients, and resolving inquiries related to brokerage operations and advisory accounts. The position requires leveraging technology to enhance productivity and facilitating training sessions for clients and advisors.
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.