Hiring: Service Professional Company: Cetera Financial Group Location: Dallas, TX Job Posted Time: 2026-09-16 13:20:19 Employment Type: Full-time / Hybrid Target Skills & Keywords : Microsoft Office, Wealth Management About the job Experience: •1 year’s applicable experience •1 years of experience with MS Office tools Required Skills: •Cetera is currently seeking a Service Professional for our Advisor Support team. This is a unique opportunity to join our team in providing operational support and world-class customer service to our clients. This is a hybrid role, located in our Dallas, TX office. •Cultivating meaningful connections with advisors, their teams, and clients to foster continuing relationships. •Establishing oneself as the primary point of contact for advisors’ clients, providing comprehensive guidance throughout their journey, assuming responsibility from inception to successful resolution •Proficiently addressing queries regarding brokerage operations, advisory accounts, and direct business, spanning from assisting with new account setup to managing transactions and servicing requirements. •Empowering advisors with exceptional support, harnessing innovative technologies to optimize their productivity and achievements. •Efficiently utilize our advanced CRM tool to meticulously record and track service requests, ensuring prompt and accurate follow-up. •Provide in person/virtual training to clients and advisors, as well as utilize experience to provide training to peers on complex topics as necessary. •Able to assist with complex cases and escalations from Service Professionals Qualifications: •Demonstrated experience delivering excellent problem resolution, organizational and follow-up skills •Operational familiarity with Schwab, Fidelity or Pershing in systems like Orion and Envestnet •Licensing (SIE or other FINRA Licensing) •High School Diploma or GED Compensation: •Plus a competitive performance-based bonus Interested candidates, please apply directly through the job posting on company's career page or try via AI auto apply on this platform. Don't miss this opportunity to join a forward-thinking team!