cetera
The Trust Officer administers an assigned portfolio of trust accounts for Cetera Trust Company, providing responsive and personalized service to clients, beneficiaries, and financial advisors. This role partners with various internal and external teams to ensure accounts are managed in compliance with governing documents, fiduciary standards, and applicable laws. Success is measured by accurate administration, exceptional client service, and strong relationships with financial professionals.
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
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