Cetera Financial Group

Cetera is seeking a Senior Manager, Wealth Management Practice Operations to serve as a hands-on operating partner within our Owned Portfolio, driving advisor performance, client outcomes, and practice integration across a portfolio of wealth management offices.

This is a role for a leader with deep financial services expertise who knows how to balance strategic priorities with day-to-day ex*****on – and who's energized by both. Apply today: https://bit.ly/4eiZRnD

What does life actually look like after selling your practice – and is Cetera's W-2 RIA model the right path for you?

Jennifer Hanau and Michael Molnar are hosting a candid Q&A session at this year's Connect2Peers conference, "Maximizing Enterprise Value: A Candid Q&A With Advisors Who Joined Cetera's Employee-Advisor Community," where advisors who have already made the move share their unfiltered experiences. Panelists will speak openly about why they chose this path, what the transition was really like, and how Cetera's integrated service model supports their practice and their clients today.

For independent advisors thinking about succession or monetization, this is the real-world perspective you don't want to miss.

We're thrilled to welcome Shane O'Keefe, CFP® to Cetera and Wilde Wealth Management Group! Shane was looking for greater flexibility, stronger support resources, and an environment that truly aligns with how he wants to serve clients and build his practice long term. He found exactly that here.

Shane said being part of a team that values comprehensive financial planning and relationship-based advice was a must-have. His clients can now look forward to a more modern, streamlined experience backed by great technology and support, all while receiving the same personalized guidance they’ve grown to know and trust.

We love that Shane brings a rare mix of collaborative spirit and independent thinking – a fantastic fit with the Wilde Wealth Management Group culture.

Please join us in welcoming Shane!

Client-first culture. Fiduciary mindset. A firm with nearly four decades of excellence.

Please join us in welcoming the MTI Financial Advisors team to the Summit Financial Networks community at Cetera. Financial Advisors Douglas Morey, Christopher Bayliss, and Thomas Scheck join us from Osaic. Based in Edina, Minnesota, the team oversees approximately $350 million in AUA, as of April 28, 2026, and serves clients across more than 20 states.

MTI sought a partner that matched their culture, and we're thrilled they found their home at Cetera. Doug, Chris, Tom, and the entire MTI team: we're glad you're here and look forward to supporting everything you're building next.

Read more here: https://bit.ly/4veOTpq

Cetera's approach to AI starts with a simple question: how do we give advisors more time with clients? The answer, coming next quarter, is a conversational AI assistant built directly into our client portal and advisor workstation, AdviceWorks – one that draws from Cetera's own knowledge systems to deliver accurate, on-demand answers.

President, Cetera Solutions Christian Mitchell shares more in Faye Kilburn's Citywire article: https://bit.ly/4ahTcYs

Last call! There are only a few weeks left before Connect2Peers registration closes. Secure your spot for powerful speakers, peer collaboration, and interactive workshops in Salt Lake City – register by June 30.

Annuities belong in more planning conversations than most advisors realize - and the opportunities may already be sitting in your book.

At Connect2Peers, Peter Schaffer and Aaron Runyon are leading an interactive Hot Topic session "Real World Advisor Insights: Where Annuities Fit in Today's Practice and How to Uncover Opportunities in Your Book" where experienced advisors share how they integrate annuities alongside existing portfolios, income strategies, and client goals. Attendees will walk away knowing how to recognize the right client situations, frame confident annuity conversations, and surface opportunities they may have been overlooking.

This is practical, peer-driven insight you can apply immediately, not theory. We hope to see you there!

We’re thrilled to welcome financial advisor Andrew Hur, CEPA®, CFP®, CRPC™ to Cetera as he begins an exciting new chapter of supported independence. Based in Los Angeles, Andrew joins Cetera Investors after transitioning from Merrill Lynch.

Andrew chose Cetera for its strong balance of independence and support. He noted that Cetera provides the resources, technology, and breadth of solutions he needs while still giving him the freedom to build and run his practice in a way that best serves his clients. He brings a client-first, relationship-driven approach, backed by the discipline of a structured environment and an entrepreneurial, growth mindset that aligns well with Cetera’s independent model.

Please join us in welcoming Andrew to Cetera!