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Cetera Financial Group

Engaged Employer

Get paid what you are worth? - Client Support Associate Cetera Financial Group Employee Review

3.0
Nov 6, 2023
Recommend
CEO approval
Business Outlook

Pros

Good relationship with Management and Leads. PTO, Benefits, Remote Work and coming into the office once a week. A good job for a person who wants to start in the financial industry, so work for two years get your licenses and look for a high-paying job.

Cons

401(k) match only 2% no real one on one with management to ask where you wanna grow within the company. A continuing challenge with back office to process paperwork correctly sometimes resulting in escalations to leads or management, The cleaning firm, making changes and not really communicating with Cetera ‘s management and resource center is the last to know making it difficult to communicate with advisers on the changes. The technology they provide to the advisers nowhere near high-tech programs. The training process is a challenge. I believe you get eight weeks to learn systems and some procedures.

Explore other reviews about Cetera Financial Group

5.0
Jun 23, 2026
Recommend
CEO approval
Business Outlook

Pros

Overall, I've had a very positive experience. One of the biggest strengths has been the people. I've had the opportunity to work with a great team and strong leadership, and everyone has been supportive, collaborative, and approachable. I appreciate the positive culture and the willingness of colleagues to help one another and share knowledge. I also value the work-life balance, which have helped create a healthy and productive work environment. The team fosters open communication, and I've enjoyed the variety of work and the opportunity to learn from different people and perspectives. Overall, it's been a great place to work, and I've genuinely enjoyed being part of the team.

Cons

* Greater visibility into long-term career development and advancement opportunities would be valuable. Establishing more structured career development programs and mentorship opportunities could help employees better understand potential growth paths and support their long-term development. * While there have been noticeable improvements, having more in-office activities and opportunities for collaboration and connection for employees who come into the office could make the experience more engaging and further strengthen team culture and employee engagement.

3.0
Jun 21, 2026
Recommend
CEO approval
Business Outlook

Pros

As with most larger size companies there are some genuinely great people that work here but there are also many who are just here for a paycheck. It pays to make friends and internal connections with subject matter experts. There are always new projects starting up and changes seem to be constant, so depending on timing and business segment, advancement can happen quickly. The pay and benefits are OK-decent, but could be better. While there’s change in some areas, others can be stable and very easy to get comfortable with, always work to be done! This can be a good thing for those craving consistency and stability but bad for those looking for something challenging, personal growth and/or advancement opportunities. Hybrid work environment for most roles but must be in office at least 2-3x weekly, and this is tracked.

Cons

Change is constant and training/support aren’t always available. Many acquisitions have led to culture and policy clashes or conflicting info/processes. Many people are overworked and burnout can and does occur. It can take forever for resolutions to come around as most internal systems and programs are outdated. Support is outsourced to third parties and require service tickets to be opened. Updates are also vendor dependent, so things take forever to get fixed, or require annoying long term workarounds. Pay and benefits are OK, but could be better. Advancement opps can also vary across business segments and there’s a lot of promotions based on favoritism or nepotism rather than merit/experience. Lots of little perks like free sodas, snacks, Nespresso machines and such disappeared. Team or department lunches and outings are far and few between. Holiday party went way downhill, although it seems like they might be trying to improve it more recently.

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