Teams at Cetera Financial Group

Lead and develop tax team members, collaborate with wealth advisors, and provide tax planning and compliance services. Review and sign complex individual, fiduciary, and small business tax returns; coordinate estimates, projections, and year-end strategies. Build client relationships, communicate tax guidance, improve processes, and support adoption of new tools. The role requires an active CPA or EA license and five to seven years of public accounting experience.

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.