Advisor Experience Specialist
CeteraDallas, Texas, United States
Posted March 20, 2026
54000 - 78000 USD
Full Time
About the Company
Cetera Financial Group is a leading network of independent retail broker-dealers empowering the delivery of objective financial advice to individuals, families and company retirement plans across the country through trusted financial advisors and financial institutions.
Job Description
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 advisors, practices and firms in the assigned Region. This is a hybrid role in Dallas, TX.
Requirements
- Minimum 3 years of Service, Sales Support and/or Relationship Service Experience
- SIE and Series 7 (Desired)
- Bachelor’s Degree (Preferred)
Benefits
- Inclusive health, dental, vision and life insurance plans
- Easy access to mental health benefits
- 20 plus days of paid time off (PTO), paid holidays, and 2 paid wellness days
- 401(k) Savings plan with a generous company contribution (up to 5%)
- Paid parental leave
- Health Savings and Flexible Spending Account options
- Employee Assistance Program (EAP), LifeLock, Pet Insurance and more
