Cetera Financial Group
As of 3 November 2026, Cetera Financial Group has 96 open roles (52 new in 30 days), its finance & accounting team is hiring most, and its postings name Salesforce, Redtail CRM and Snowflake as the tools the team works in.
As of 3 November 2026 · refreshed daily · counts move as websites, DNS and career sites are re-read.
- Headquarters
- , , undefined
- Employees
- 1001-5000 employees (linkedin)
- Sells to
- independent financial advisors, financial institutions, individual investors
- Certifications on site
- Site languages
- Career system
- Oracle_hcm
Cetera Financial Group in one screen
Read from cetera.com: what the company does, the customers it names, the buyers we can actually see, and the companies that sell the same thing.
Cetera Financial Group is a U.S. financial-services network that provides wealth management, securities brokerage, and investment advisory services for independent financial advisors and financial institutions, reaching individual investors through affiliated professionals. Its offerings include brokerage and investment advisory services, portfolio solutions, growth services, marketing support, and institutional solutions. The network operates through FINRA/SIPC-member broker-dealers and SEC-registered investment advisers across the United States.
Named on the site: independent financial advisors, financial institutions, individual investors.
Nearest companies by what they do, sell and whom they serve, 51+ employees. 582 scored.
What Cetera Financial Group says it runs
Tools named in the company's own postings as the team's systems, with the sentence that says so. What the website and DNS show is listed separately.
• Build conversational and workflow agents in Claude and Microsoft Copilot Studio, integrated with Snowflake and Salesforce, to automate recurring reporting, advisor profiling, and ad-hoc data requests.• Maintain compliance guidelines, client communication notes in AdviceWorks/SmartWorks and Redtail while following Cetera standards in a timely manner.t will sit at the intersection of business strategy and modern data/AI tooling — leveraging agentic development on Snowflake, Claude, and Microsoft Copilot Studio, alongside semantic views and data mesh architecture, to scale how leaders co• Develop presentations, dashboards, and reporting (Tableau, Snowflake’s Streamlit) that visualize results, recommendations, and forecasts for business group leaders and department heads.• Automate data collection, reporting, and distribution wherever possible using Snowflake Tasks/Streams, Alteryx, and AI-driven orchestration.t at the intersection of business strategy and modern data/AI tooling — leveraging agentic development on Snowflake, Claude, and Microsoft Copilot Studio, alongside semantic views and data mesh architecture, to scale how leaders consume andrsection of business strategy and modern data/AI tooling — leveraging agentic development on Snowflake, Claude, and Microsoft Copilot Studio, alongside semantic views and data mesh architecture, to scale how leaders consume and act on data.• Develop agentic analytics solutions in Snowflake using Cortex Analyst, Cortex Search, and Cortex Agents — including verified query libraries — to enable natural-language self-service for Growth leaders.• Plan, develop, and execute member-, client-, and advisor-facing email, content, newsletter, announcement, and lifecycle communications through Salesforce Marketing Cloud.• Serve as an expert-level subject matter expert for routing, switching, wireless, network security and IP communications across traditional office, data center, AWS and Azure environments.• Design and support AWS networking services, including VPCs, subnets, route tables, security groups, Transit Gateway, Direct Connect, VPN, ALB/ELB and related services.• Design and support Azure networking services, including Virtual Networks, Network Security Groups, Azure Firewall, Virtual WAN, ExpressRoute, VPN Gateway and load-balancing services.• Design and support Azure networking services, including Virtual Networks, Network Security Groups, Azure Firewall, Virtual WAN, ExpressRoute, VPN Gateway and load-balancing services.• Trace and validate how feeds move through clearing-firm files (Pershing, NFS/Fidelity, Schwab), aggregation via Broadridge / IDM (Investigo) and Albridge / ABR-DW, FI360 for retirement plan data, and downstream SmartWorks (PBD/CIS) and Ad96 open roles, 88 opened in 90 days
Read hourly from the company's career system. Open roles and new roles in the last 30 days, by team.
| open · new 30 d | |
|---|---|
| Finance & accounting | 22 · 8 |
| Sales | 14 · 5 |
| Customer service & success | 11 · 10 |
| Business development & strategy | 6 · 1 |
| General management & consulting | 5 · 4 |
| Legal, compliance & risk | 4 · 3 |
| Administration & office | 3 · 2 |
| Data & AI | 3 · 3 |
| Facilities cleaning and security | 2 · 1 |
| IT operations & business systems | 2 · 0 |
| Marketing & communications | 2 · 2 |
| Human resources | 1 · 1 |
| Product, program & project management | 1 · 1 |
What is changing, read from the postings
Intents are events the employer states about itself, each with the sentence and the posting it came from.
pay_transparency practice (salary_range) appeared in this company's postingsSales, marketing and IT leaders by function. Add Cetera Financial Group to a monitor and get a webhook when a role opens, a tool appears or a signal is read.
Start free, no card. The first 20 are above; e-mails are verified at the mail server when you open them.
Companies like Cetera Financial Group
Nearest by what they do, what they sell and whom they sell to, 51+ employees. 6 of 582 scored.
From the company's own website
Quote the sentence with the date and the link. The numbers change daily; the link always shows the current ones.
Cetera Financial Group (, undefined, 1001-5000 employees) has 96 open roles, 52 new in 30 days, and names 14 tools in its postings. (Breaknorm, 3 November 2026, https://breaknorm.co/company/cetera.com)
Read from the source, not self-reported
Every number on this page can be traced to a page we crawled or a posting we read. Full methodology →
- ProfileBuilt from cetera.com: summary, offerings, customers, certifications and contact points are extracted from its pages, with a confidence score per field.
- HiringRead hourly from the company's Oracle_hcm career site; reposts collapse into one record.
- Tech stackTools the employer's own text names as the team's systems, with the quote; website scripts counted separately.
- HeadcountLinkedIn where known, otherwise estimated from the site.
Cetera Financial Group: questions
Does Cetera Financial Group use Salesforce?
Yes, by the company's own words: 19 postings name it, first seen 2026-07-14, in the business development & strategy team.
Is Cetera Financial Group hiring?
96 open roles as of 3 November 2026, 52 opened in the last 30 days and 16 closed. The largest team hiring is finance & accounting.
Where does this profile come from?
From cetera.com itself: we crawled it on 2026-10-29, built the profile on 2026-10-31, and read its career site (Oracle_hcm) hourly since. Headcount is from LinkedIn.
Who should I write to at Cetera Financial Group?
The people are behind the login: decision makers by function, verified at the mail server when you open them. 0 public role addresses from the site are there too.
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The same data as a search, over MCP and the API, as bulk files, or pushed to you as it changes.
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