Transitions Partner

Cetera desires to deliver an enhanced, elite level of service that accelerates the onboarding of Financial Professionals, their teams and client assets – while upholding strict regulatory compliance and preserving our signature white-glove, high-touch experience. The Concierge Team enhances Cetera’s best-in-class onboarding and transition experience. The responsibilities of the Onboarding and Transitions Partners will be augmented by the Concierge team to improve the experience, move assets quicker and lead to higher referability through: Proactive Problem Resolution, Training Coordination and Relationship Management