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Summary
About the Role
About You
- Bachelor's degree in finance, economics, or related field or equivalent.
- Minimum 5 years of experience in financial modeling in Excel including advanced functions and formulas.
- Minimum 5 years of experience in data analytics with the ability to write intermediate to advanced SQL queries.
- Intermediate experience with visualization and reporting tools such as Tableau, Alteryx, and Snowflake.
- Working knowledge of Salesforce and building custom reporting solutions.
- Knowledge/experience working in the wealth management industry.
- Strong attention to detail and problem-solving skills.
- Ability to be proactive, adaptable to change, and thrive in a fast-paced environment.
- Excellent organizational skills and ability to manage/prioritize a wide range of tasks.
- Strong communication skills to effectively communicate with multiple internal stakeholders.
Benefits
- Inclusive health, dental, vision, and life insurance plans.
- Easy access to mental health benefits.
- 20+ days of paid time off (PTO), paid holidays, and 2 paid wellness days.
- 401(k) Savings plan with a generous company contribution (up to 5%).
- Paid parental leave for birth, adoption, and foster.
- Health Savings and Flexible Spending Account options.
- Employee Assistance Program (EAP), LifeLock, Pet Insurance, and more.
We’re enablers. Mentors. Dream builders. Our purpose is to turn financial aspirations into reality. Within our community lies a vibrant wellspring of growth and opportunity for financial professionals, financial institutions, and individual investors alike. As a premier financial services firm, we don’t just deliver financial technology, bespoke guidance, research and market intelligence, and collaborative client-service platforms. We build environments where ideas thrive, connections flourish, and ambitions become remarkable achievements. Driven to deliver unwavering support and innovative solutions to help people live their purpose, we empower each other and the communities around us to bring a stronger tomorrow to life. ___________________________ “Cetera Financial Group” refers to the network of independent retail firms encompassing, among others, Cetera Advisors LLC, Cetera Advisor Networks LLC, Cetera Investment Services LLC (marketed as Cetera Financial Institutions or Cetera Investors), and Cetera Financial Specialists LLC. All firms are members FINRA/SIPC. Cetera Financial Group is located at 655 W. Broadway, 11th Floor, San Diego, CA 92101. Individuals affiliated with Cetera firms are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services. Avantax is a wholly owned subsidiary of Cetera Holdings, which refers to Aretec Group, Inc. Securities offered through Avantax Investment Services, Member FINRA, SIPC. Investment advisory services offered through Avantax Advisory Services and Avantax Planning Partners.