echoloc/ Companies/ Cetera Financial Group

Company profile

Cetera Financial Group Tech Stack

Independent broker-dealer and wealth network serving financial advisors

Financial Services San Diego , CA 1,001–5,000 employees Privately Held

Cetera Financial Group runs a network of independent broker-dealer and registered investment adviser firms, with a Salesforce-centric stack (Apex, Lightning Web Components, Service Cloud) alongside Broadridge, Envestnet and Docupace for advisor operations. Hiring is accelerating and weighted toward sales, finance and support, which fits recurring pain points around advisor adoption and retention. AWS Bedrock in the stack, paired with an AI threat-modeling project, points to early generative AI work with security review attached.

Tech Stack 126 technologies

Core StackSalesforce Microsoft Exchange Power BI Tableau Python Apex AWS Intune Jira ServiceNow Broadridge Docupace Microsoft Access SAP BusinessObjects Lightning Web Components Service Cloud Azure AD B2C SailPoint Identity Security Cloud OpenID Connect OAuth 2.0 AWS Bedrock SAST DAST OWASP Microsoft 365 Defender BitLocker Tanium CrowdStrike Falcon Configuration Manager Envestnet+92 more

What Cetera Financial Group Is BuildingChallenges and projects from their job posts

◆Challenges

Driving advisor adoption and retention
Maintaining FINRA and regulatory audit compliance
Data governance
Embedding analytics into daily operations
Generating and converting new client relationships
Ensuring timely service delivery

▲Active Projects

Data product go-to-market strategy
AI threat modeling
Advisor education content and study groups
Proactive outreach program
Outbound social media campaigns
Technology training initiative

Hiring Activity

Accelerating110 roles · 40 in 30d

Department

Sales

Finance

Support

Legal

Ops

Data

Security

Seniority

Mid

Senior

Junior

Manager

Director

Lead

Principal

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About Cetera Financial Group

Cetera Financial Group is a privately held financial services firm headquartered in San Diego, CA, with 1,001–5,000 employees. It operates a network of independent retail firms that includes FINRA/SIPC member broker-dealers and SEC-registered investment advisers. Its customers are financial professionals, financial institutions and individual investors. The firm provides wealth management, financial planning, retirement planning and broker-dealer operations and compliance support. Current hiring is concentrated in the United States.

HeadquartersSan Diego , CA

Company Size1,001–5,000 employees

Hiring MarketsUnited States

Frequently Asked Questions

What tech stack does Cetera Financial Group use?

Cetera's stack includes Salesforce (Service Cloud, Apex, Lightning Web Components), Broadridge, Envestnet, Docupace, Power BI, Tableau, AWS, AWS Bedrock, SailPoint, CrowdStrike Falcon, ServiceNow and Jira.

Is Cetera Financial Group hiring?

Yes. Hiring is accelerating, concentrated in sales, finance and support, with smaller openings in legal, operations, data, HR and security. All roles are in the United States.

Where is Cetera Financial Group headquartered?

Cetera Financial Group is headquartered in San Diego, California, and employs between 1,001 and 5,000 people.

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How this profile is built

Cetera Financial Group's technology stack, projects, and hiring signals are inferred from public hiring and company data — career pages, public listings, and company web presence — then clustered and de-duplicated. Figures are estimates that refresh over time. Read our full methodology →

This is not an official vendor or customer list. It is a technology-adoption signal inferred from public data, intended for B2B research.