Teams at Cetera Financial Group

Manage tax team members, support wealth advisors with client tax strategies, maintain client relationships, review and sign complex individual, fiduciary, and small business tax returns, coordinate tax planning, improve processes, and communicate technical guidance. The role requires an active CPA or EA license and 5–7 years of public accounting experience, with management experience preferred.

Leads regional recruitment of financial advisors into CFG’s broker-dealer network. Develops prospects, builds advisor relationships, creates territory recruiting plans, presents CFG’s value proposition, evaluates advisor fit, negotiates and closes offers, tracks pipeline activity in Salesforce and Excel, and supports recruiting process improvements. Requires extensive financial services sales experience, industry knowledge, communication and negotiation skills, relevant FINRA licensing, and travel throughout the Western Region.

Independently manage client bookkeeping and accounting records in QuickBooks, including general ledger maintenance, reconciliations, trial balances, journal entries, and month-end procedures. Analyze account activity, prepare payroll tax filings, maintain workpapers, resolve client accounting questions, and meet deadlines independently. The role requires strong Excel skills, accounting knowledge, attention to detail, communication, organization, and the ability to learn new software. Individual and business tax return preparation experience is preferred.