Solutions Analyst Solutions Analyst …

Cetera Financial Group
in San Diego, CA, United States
Permanent, Full time
Be the first to apply
Competitive
Cetera Financial Group
in San Diego, CA, United States
Permanent, Full time
Be the first to apply
Competitive
Solutions Analyst
Retirement Plan Solutions Analyst

Position Title: Retirement Plan Solutions Analyst

About Cetera Financial Group


® ("Cetera") is a leading network of independent retail broker-dealers empowering the delivery of objective financial advice to individuals, families and company retirement plans across the country through trusted financial advisors and financial institutions. Cetera is the second-largest independent financial advisor network in the nation by number of advisors, as well as a leading provider of retail services to the investment programs of banks and credit unions.

What you will do:

  • Play a key role in ensuring Cetera Financial Group’s ERISA/retirement plans fiduciary programs continue to conform to set guidelines.
  • Comply with processes and procedures of the team, including regulatory requirements.
  • Provide day-to-day operational support of CFG fiduciary programs, ensuring accuracy, key metrics, and SLA’s achieved.
  • Responsible for daily process of work associated with CFG’s retirement plan fiduciary programs, including new account set-up and maintenance.
  • Facilitates agreement review and ensure alignment with outside vendor data.
  • Provide program support, including onboarding of new advisors and record-keepers/vendors.
  • Respond to inquiries from internal and external customers via email in a timely fashion.
  • Perform detailed research as required.
  • Strong communication skills with advisors, vendors, and internal teams.
  • Ability to communicate clearly in written format, including the ability to document decisions made effectively by program management, with supporting rationale.
  • Provide feedback and contribute to improving the overall fiduciary program experience.
  • Ability to distinguish multiple firm-specific versions of agreements and forms, recognize similarities and differences across firms; and to apply knowledge of each, as appropriate.
  • Ability to manage daily work with multiple vendor relationships under direction of program management.
  • Proficiency with the technology platform(s) used by the Retirement Plan Solutions (RPS) team.

What you need to have:

  • Bachelor’s degree or equivalent experience
  • 3-5 years of financial services experience

Really catch our eye with:

  • Experience with employer sponsored retirement plans.
  • Bachelor’s Degree in Business, Economics, Finance or Accounting
  • Series 65, 66, 7 
  • 3+ years’ experience with direct business and/or advisory operations and customer service
  • 3+ years of advanced Excel experience (v-lookup, shortcut keys, etc.) 

Our top performers share the following traits: 

  • Natural curiosity with respect to how things work, and why, and how they fit together.
  • Strong organizational skills

What we give you in return: 

Our competitive Health program offers a comprehensive benefits package that supports healthy lifestyles, preventative care and helps to protect against hardship. Our retirement plan offers our employees the opportunity to plan ahead for a strong financial future well beyond their working years. 

About Cetera Financial Group


® ("Cetera") is a leading network of independent retail broker-dealers empowering the delivery of objective financial advice to individuals, families and company retirement plans across the country through trusted financial advisors and financial institutions. Cetera is the second-largest independent financial advisor network in the nation by number of advisors, as well as a leading provider of retail services to the investment programs of banks and credit unions.

Through its multiple distinct firms, Cetera offers independent and institutions-based advisors the benefits of a large, established broker-dealer and registered investment adviser, while serving advisors and institutions in a way that is customized to their needs and aspirations. Advisor support resources offered through Cetera include award-winning wealth management and advisory platforms, comprehensive broker-dealer and registered investment adviser services, practice management support and innovative technology.

Please Note: Cetera does not accept unsolicited Agency resumes. Any unsolicited resumes received from Agencies will be considered the property of Cetera unless specifically requested by Human Resources. Unsolicited resumes will be ineligible for referral fees.


Primary Location: US-CA-San Diego
Work Locations:
Job: Investment Solutions
Organization: Cetera Financial Group
Schedule: Full-time
Job Posting: Feb 19, 2021, 9:40:09 PM
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