Cetera Financial Group · 19 hours ago
Commissions Associate
El Segundo, CA
Full-time
Hybrid
Entry Level
1+ years expCetera Financial Group is a leading network of independent retail broker-dealers empowering the delivery of objective financial advice. The Commissions Associate will focus on accurate processing of commission revenue and resolving inquiries, while working within a fast-paced and growth-oriented environment.
AdviceFinancial ServicesRetailRetirementWealth Management
Responsibilities
Research commission inquiries via Salesforce for CA/CAN Advisors, BD and Resource Centers - Review, analyze commission cases, and meet established service levels within 48hrs
Problem solver with the ability to identify problems and issues of varying complexities that can potentially affect our advisors
High level of analytical skill, and ability to make independent decisions to arrive at satisfactory solutions
Is resourceful, works independently with minimal instruction and is reliable
Ability to analyze and identify root cause of issues and recommend efficiencies
Works on complex projects, using analytical skills to provide high level of detail
Team player works as a productive member, positive contributor to team
Training of commission statements/client analytics for new advisors, as requested
Answer customer calls and resolving issue using multiple resources
Qualification
Required
1 years of Accounting experience
Ability to be flexible and easily adapt to changes in a fast-paced environment
Able to work overtime as needed
Keen attention to detail and accuracy
Preferred
1- 3 years prior experience in a Financial Institution preferred
Proficient in MS Office; Excel; 10 Key; (nice to have Docupace; Netxpro; Salesforce experience)
Problem-solving/troubleshooting skills
Strong organizational, verbal and written communication skills
Team player who possesses great initiative and excellent judgment
Self-starting individual who is able to work under minimal supervision
Ability to effectively prioritize and handle multiple tasks and deadlines simultaneously
Benefits
Inclusive health, dental, vision and life insurance plans built to support diverse lifestyles, offer preventative care, and protect against hardship.
Easy access to mental health benefits to meet our team members and their families where they are.
20 plus days of paid time off (PTO), paid holidays, and 2 paid wellness days to give our employees the time they need to stay close with their loved ones, recharge, and give back to their communities.
401(k) Savings plan with a generous company contribution (up to 5%), and access to a financial professional to offer our employees the opportunity to plan-ahead for a strong financial future well beyond their working years.
Paid parental leave to support all team members with birth, adoption, and foster.
Health Savings and Flexible Spending Account options to help you save money on healthcare, daycare, commuting, and more.
Employee Assistance Program (EAP), LifeLock, Pet Insurance and more.
Company
Cetera Financial Group
Cetera Financial Group is a privately-held, independent broker-dealer and investment adviser families.
1001-5000 employees
Funding
Current Stage
Late StageTotal Funding
unknownKey Investors
Genstar Capital
2023-10-04Private Equity
2018-07-17Acquired
Leadership Team
Michael Durbin
Chief Executive Officer
Dan Burkott
Chief Compliance Officer - Tax Channel
Recent News
2026-01-22
2026-01-07
2026-01-07
Company data provided by crunchbase