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Advisor Support Lead — Hybrid Client Success & Training

Job in Dallas, Dallas County, Texas, 75215, USA
Listing for: Cetera Financial Group
Full Time, Apprenticeship/Internship position
Listed on 2026-01-27
Job specializations:
  • Customer Service/HelpDesk
Job Description & How to Apply Below
A leading financial services firm seeks a Senior Service Professional in Dallas, TX. This hybrid role focuses on delivering exceptional operational support and customer service to clients. Responsibilities include connecting with advisors, resolving inquiries about brokerage operations, and training clients. Ideal candidates possess strong communication skills, organizational abilities, and experience in financial transactions. Competitive hourly compensation is offered, ranging from $22.60 to $29.80, along with a performance-based bonus.
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