Tax Associate preparing federal, state, and local tax returns at Cetera Holdings. Collaborating with clients and internal teams to ensure accurate and timely filings.
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Cnect
Currently Hiring
About the company
The world's best hiring software designed to redefine applicant engagement and relationship management.
With ground breaking features, Cnect empowers hiring teams to effortlessly cultivate candidate relationships, streamline communication, and visualize the entire hiring pipeline in one intuitive platform.
From personalized engagement strategies to seamless candidate tracking, our solution transforms the way you attract and manage top talent, ensuring a smooth and efficient hiring process.
Say hello to a new era of applicant engagement and relationship management with Cnect.
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31 jobs found
Tax Relationship Management Associate focused on supporting tax operations and providing client service within a fast - paced environment at Cetera Holdings.
Tax Relationship Management Associate supporting CPAs and senior team members in tax operations. Assisting with administrative tasks, document processing, and ensuring client service quality in a hybrid work environment.
Strategic Relationship Manager supporting retirement plan clients with strategic plan management and service. Building relationships and navigating day - to - day client interactions with various partners.
Senior Manager leading due diligence for alternative investment solutions in wealth management. Ensuring regulatory compliance and managing product oversight frameworks with stakeholder collaboration.
Senior Manager directing sales performance and regulatory compliance across Cetera's investment services program. Leading a team while ensuring exceptional client satisfaction and operational excellence.
Client Services Representative supporting Financial Professionals with day - to - day investment practice in Saint Cloud, MN. Hybrid position requiring 4 days in office.
Managing Director of Referral Programs at Cetera designing, launching, and scaling firmâwide referral and leadâgeneration strategies. Collaborating across business lines to ensure consistent, compliant client experiences.
Elite Operations Professional providing operational support and world - class customer service at Cetera Financial Group. Handling a variety of tasks including account processing and customer inquiries.
Communications Specialist supporting writing projects at Cetera, a national financial services firm. Leading media relations efforts, crafting press materials, and managing awards initiatives.
Supports Financial Advisors in daily investment practice operations and client service. Responsible for paperwork, transactions, appointments, and communication with clients and financial companies.
Director of Data Quality at Cetera leading strategy, governance, and execution of data quality initiatives. Ensuring accuracy and reliability of data assets across all systems and processes.