Onboarding Partner
Cetera Financial Group
- Salary
- $66k - $75k
- Experience
- 5+ yrs
- Location
- Dallas, Texas, United States
- Job type
- Full-time
Required skills
- Microsoft Office Suite
- Salesforce
- DocuSign
- CRM
About the role
Minimum 5 years financial services and customer service experience desired; proficiency with Microsoft Office Suite and CRM systems; strong communication, organizational, and attention to detail skills; ability to work in fast-paced, autonomous environment.
About Cetera Financial Group
Private U.S. wealth-management network that supports independent financial advisors, financial institutions, tax professionals, and their clients.
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