Senior Investment Advisory Solutions Specialist
Cetera Financial Group
- Salary
- $99k - $134k
- Experience
- 8+ yrs
- Location
- San Diego or Dallas
- Job type
- Full-time
Required skills
- Orion
- Envestnet
- Albridge
- Investigo
- Black Diamond
About the role
Undergraduate degree required; 8+ years in financial services, advisory platforms, performance reporting, or related technology support; securities licenses (Series 7, 24, 63/65, 66) preferred; experience with Orion, Envestnet, Albridge, Investigo, or Black Diamond preferred.
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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