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CETERA

Onboarding Partner

CETERA

. Support Financial Professionals affiliating with communities within the Cetera ecosystem .

Posted 10/12/2026full-timeDallas • Texas • United StatesMid-LevelSenior💰 $66,000 - $75,000 per yearWebsite

Core Competencies

Role fit
Core Competencies

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Demonstrates expertise in onboarding Financial Professionals within the financial services sector, ensuring compliance with regulatory requirements and maintaining data integrity in systems like Salesforce. Strong communication and organizational skills are essential for facilitating collaboration and addressing concerns effectively.

Highest-signal resume keywords
Financial Services ExperienceCustomer Service ExperienceSalesforce ProficiencyRegulatory Compliance KnowledgeInterpersonal Skills

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills
Regulatory Paperwork CoordinationData Integrity ManagementOnboarding Process ManagementAdministrative Procedures KnowledgeCustomer Service Principles Knowledge
Soft Skills
Attention to DetailOrganizational SkillsAbility to Multi-taskStrong Communication SkillsAdaptability
Tools & Technologies
Microsoft Office SuiteCRM SystemsSalesforceDocuSign
Certifications & Qualifications
SIESeries 7/66Series 7/63Series 99
Industry Keywords
Broker/Dealer BackgroundRIA BackgroundClient ExperienceProcess Improvement Initiatives

About the role

Key responsibilities & impact
  • Support Financial Professionals affiliating with communities within the Cetera ecosystem
  • Coordinate the regulatory paperwork process, including Form U4
  • Conduct internal business reviews to identify potential roadblocks or issues
  • Update Financial Professional information in applicable internal systems
  • Track Financial Professionals through all onboarding phases and ensure critical tasks are completed
  • Serve as the main point of contact during the early onboarding journey
  • Facilitate ongoing calls with Financial Professionals and internal partners until affiliation
  • Facilitate a warm handoff to the Transitions team upon affiliation
  • Collaborate with internal partners and Financial Professionals to address concerns promptly
  • Maintain data integrity in internal systems, including Salesforce and L&R
  • Maintain accurate onboarding status and interaction records in Salesforce
  • Communicate regularly with Financial Professionals and internal partners by phone and email
  • Assist prospective Financial Professionals with firm agreements, regulatory applications, background checks, and fingerprinting
  • Manage high-value Firm/Financial Professional onboarding activities until affiliation
  • Serve as backup for other Firm/Financial Professional transitions as volume dictates
  • Communicate the CFG value proposition and future vision
  • Navigate the firm to ensure best-practice execution
  • Contribute to process improvement initiatives enhancing efficiency, scalability, and client experience

Requirements

What you’ll need
  • Minimum 5 years in financial services desired
  • Minimum 5 years customer service experience desired
  • Strong attention to detail and commitment to accuracy
  • Proficiency with Microsoft Office Suite and CRM systems
  • Excellent interpersonal and organizational skills
  • Ability to work in a team environment
  • Ability to work in a fast-paced environment with specific performance goals
  • Ability to work in a highly autonomous environment while meeting all service demands
  • Ability to adapt to change
  • Strong communication skills and ability to build trust with team members
  • Sense of urgency, ability to multi-task, excellent organizational skills, and strong prioritization skills
  • Excellent oral and written communication skills
  • SIE, 7/66 or SIE, 7/63 or 99 (a plus)
  • 1-2 years broker/dealer or RIA background (a plus)
  • Knowledge of administrative and clerical procedures and systems
  • Knowledge of customer and personal service principles and processes
  • Knowledge of computer hardware and software
  • Knowledge of Salesforce and DocuSign (a plus)
  • Up to 5% travel; minimal travel required

Benefits

Comp & perks
  • Inclusive health, dental, vision, and life insurance plans
  • Mental health benefits
  • 20+ days of paid time off (PTO)
  • Paid holidays
  • 2 paid wellness days
  • 401(k) savings plan with company contribution up to 5%
  • Access to a financial professional for financial planning
  • Paid parental leave
  • Health Savings Account and Flexible Spending Account options
  • Employee Assistance Program (EAP)
  • LifeLock identity theft protection
  • Pet insurance
  • Paid caregiver leave
  • Performance-based bonus