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Cetera Financial Group

Engaged employer

Amazing Career Track Stifled by Bad Management - Financial Advisor Cetera Financial Group Employee Review

2.0
23 Mar 2021
Recommend
CEO approval
Business outlook

Pros

Higher margins than various other broker/dealers in the industry. State-of-the-art technology stack. Set your own schedule. Can use almost any investment vehicle. Back Office Support was great.

Cons

Management: Is only focused on their own pockets. No real training from the direct manager. Used intimidation tactics. Acts petty half the time. Does not like questions. Assumes you don't respect them or their authority. They just want you to take their word for it on blind faith. Meetings that are held are virtually pointless. No value is really ever given. Encourages you to use "tricks" and deceptive sales practices to convince clients to buy some products over others because they have a higher commission payout. This was exacerbated during the height of the pandemic when new business dried up. Branch Manager (direct) and OSJ were an echo chamber and always sided with each other instead of actually solving issues. In General: Can't opt-out of technology you don't use. So you still have to pay for it.

Explore other reviews about Cetera Financial Group

5.0
11 June 2026
Anonymous employee
Recommend
CEO approval
Business outlook

Pros

Love the team and culture. Work is meaningful. Flexibility

Cons

Wish there was more room for growth

5.0
23 June 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.

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