Teams at Cetera Financial Group

Acquire and manage client relationships through sourcing leads, conducting comprehensive financial planning, converting prospects, maintaining updated plans and Salesforce records, and coordinating with internal tax, trading, and operational teams to deliver compliant wealth management advice.

The Regional Business Development Manager recruits Financial Advisors and CPA firms, develops leads, and manages the sales process within the tax channel, focusing on CFG's value proposition.

Responsible for recruiting financial advisors, developing leads, creating recruitment plans, delivering presentations, and managing the recruitment process in the West Region.