Jobs in the United States

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Added 10 mins ago
Head of US Regulatory and Group Functions Legal
HSBC
New York · Washington · Buffalo · Chicago
Be a leader and trusted advisor to the businesses and functions in the U.S. and globally on bank and bank holding company regulatory issues, as well as North America and cross- Atlantic…
Added 10 mins ago
Senior Control Manager - US Technology
HSBC
Buffalo
Act as a trusted advisor to senior management on operational risk management including risk assessments, the control environment, and issues management
Added 10 mins ago
Vice President, Global Relationship Banking - Technology, Media and Telecom
HSBC
New York
As Vice President Technology, Media and Telecom (TMT) Sector Global Relationship Banker you’ll act as a go-to advisor for acquiring, retaining and growing Mid Cap and Global Corporate…
Added 31 mins ago
RN .6 Nights W/O WLAF
Franciscan Health Lafayette
IN
Sign On Bonus Available (Ask your Talent Acquisition Advisor if you are eligible for Sign-on Bonus)
Added 40 mins ago
FD
Agent Apprentice- Farmers Insurance
Farmers District 40
Culver City, CA
- $17 to $24 USD / hour
As an Agency Sales Advisor, you'll play an important role in expanding our customer base, identifying insurance needs, and helping individuals, families, and businesses find coverage that…
Added 1 hour ago
Human Resources Coordinator (HRC)
Select Specialty Hospital - Tallahassee
Tallahassee, FL
Serve as a trusted advisor and service-oriented resource for employees and leaders
Added 1 hour ago
Financial Advisor
Edward Jones
Richland, WA
Learning to be a financial advisor through our comprehensive training program?
Added 2 hours ago
VH
Registered Nurse - Infection Preventionist
Veterans Health Administration
Chicago, IL
- $80,018 to $149,392 USD / year
…by one of the following accrediting bodies at the time the program was completed by the applicant: The Accreditation Commission for Education in Nursing (ACEN) or The Commission on…
Added 2 hours ago
NR
SPECIAL ASSISTANT FOR EXECUTIVE ORDER IMPLEMENTATION
Nuclear Regulatory Commission
Rockville, MD
- $184,900 to $209,600 USD / year
PTQ 1 - Comprehensive knowledge and understanding of national nuclear policy, the regulatory program and process, and the regulated industry. Knowledge and understanding of NRC's regulatory…
Added 2 hours ago
VH
Registered Nurse - Clinical Documentation Improvement Advisor
Veterans Health Administration
Martinsburg, WV
- $70,938 to $135,855 USD / year
…by one of the following accrediting bodies at the time the program was completed by the applicant: The Accreditation Commission for Education in Nursing (ACEN) or The Commission on…
Added 2 hours ago
Wealth Lending Advisor - Greenville, SC
TD Bank
Greenville, SC
The Wealth Lending Advisor is responsible for all mortgage and consumer originations for a designated region within Wealth. This role is both a credit and sales role. The Wealth Lending…
Added 3 hours ago
UF
Fish and Wildlife Biologist
U.S. Fish and Wildlife Service
Concord, NH
- $84,579 to $131,790 USD / year
…Service as a Senior Fish and Wildlife Biologist and technical advisor in at least one of the following specialty areas: Endangered Species; Federal Activities; Environmental Contaminants;…
Added 4 hours ago
VH
Clinical Laboratory Scientist (Quality Manager)
Veterans Health Administration
Big Spring, TX
- $111,353 to $144,762 USD / year
The CLS (Quality Manager) serves as a consultant, facilitator, trainer, and technical advisor to staff at all levels to ensure facility compliance with clinical laboratory accreditation and…
Added 4 hours ago
VH
Registered Nurse - Designated Education Officer
Veterans Health Administration
Altoona, PA
- $129,623 to $172,391 USD / year
…by one of the following accrediting bodies at the time the program was completed by the applicant: The Accreditation Commission for Education in Nursing (ACEN) or The Commission on…
Added 5 hours ago
LO
Supervisory Copyright Specialist (Licensing)
Library of Congress
Washington, DC
- $121,785 to $158,322 USD / year
This position is located in the Licensing Section, Financial Management Division, Office of the Assistant Register and Director of Operations, Copyright Office. The incumbent serves as the…
Added 8 hours ago
SO
DHS LICENSING CONSULTANT 1* - 11032026- 82293
State of Tennessee
TN
- $3,261 to $4,081 USD / month
his classification learns to perform professional child/adult care program evaluation work of average difficulty. An employee in this class learns to partner with child/adult care…
Added 8 hours ago
Associate Financial Relationship Advisor
Wells Fargo
CHANDLER, AZ
…offer acceptance. Compliance with state law registration and licensing requirements is mandatory. In addition to state registration and licensing requirements, specific product licenses or…
Added 9 hours ago
Vice President of Information Technology and Security
Jobgether
Remote, United States
Lead Information Security teams responsible for the organization's cybersecurity program, including threat intelligence, incident response, vulnerability management, zero-trust network…
Added 10 hours ago
Sr. Manager, Government Contracts & Compliance Counsel
Synopsys
Exton, PA
…provides strategic, practical legal guidance across the full program lifecycle - from capture and proposal development through contract formation, execution, disputes, and…
Added 11 hours ago
SP
Building Official
St Pete Beach, City of (FL)
St Pete Beach, FL
- $50.52 to $80.83 USD / hour
Act as a technical advisor to the Department Director, City Manager, and the Board of Adjustment regarding construction and development issues.
Added 11 hours ago
SO
Performance and Strategy Manager
State of Washington
Olympia, WA
- $78,504 to $102,996 USD / year
At the Department of Licensing (DOL), we recognize the importance of work life harmony and work hard to create a culture where employees feel valued and respected. Our employees are trusted…
Added 11 hours ago
Relationship Banker| Float
First Horizon Bank
JOHNSON CITY, TN · KINGSPORT, TN · BRISTOL, TN · Johnson City, TN · Kingsport, TN · Bristol, TN
The Relationship Banker| Float is a trusted advisor who engages clients in meaningful, consultative conversations to understand their financial goals and align on solutions that meet their…
Added 12 hours ago
Senior Reporting & Billing Professional
Dallas, TX
Partner with internal partners such as the Program Manager, AdviceWorks team and compliance.
Added 12 hours ago
Elite Reporting & Billing Professional
Dallas, TX
Partner with internal partners such as the Program Manager, AdviceWorks team and compliance.
Added 13 hours ago
GV
Senior Sourcing Manager, Software Category
GE Vernova International LLC
Remote, United States
- $125,000 to $208,300 USD / year
…own end-to-end sourcing, commercial negotiations, renewals, licensing and consumption optimization, and supplier relationship management across business-application categories that support…

Senior Reporting & Billing Professional

Dallas, TX, United States

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Job details

Posting language: English
Posted: Nov 2, 2026

Original job description

Cetera is currently seeking a Senior Reporting and Billing Professional for our team located in Dallas, TX. This is a unique opportunity to join our team in providing operational support and world-class customer service to our clients. There is potential for this to be a hybrid role based on a successful training period.

Core Responsibilities:

Support of Cetera’s Advisory Programs including, Operational support and Customer Service for various departments within the organization as well as advisors across the Cetera Network.
Understanding of advisory programs and billing methodologies, Operations business and established knowledge around brokerage operations New Accounts, Money Movement, and Maintenance.
Responsible for daily processing of work associated with department to include:
Advisory billing processing
Perform various asset calculations/reconciliation
Perform research as requested on customer accounts
Provide phone support for department
Other duties as assigned
You will partner with your Operations Lead and/or Team Lead to understand all position requirements and ensure key metrics are achieved and within Service Level Agreements.
You will cross train team members with the foundation of the Specialty Operations role. Cross training on billing functions, Envestnet platform and understanding workflows.
You will proactively work to identify and resolve potential problems with respect to operational and/or billing issues.
Respond to inquiries from internal as well as external customers via Sales Force, email, mail (if applicable), and phone (if applicable) in a timely fashion.
Partner with Internal teams to come to a resolution
Handle complex cases that require detailed research as requested on customer accounts, respond on time.
Become competent in Docupace, NetX360, Adviceworks, mAA, Salesforce and Smartworks
Provide the clients and advisors of our different communities operational support around Financial Planning operations.
Learn about our business and develop expertise in BD operations, processing and service as a steppingstone for acquiring additional responsibilities.
Responsible for low to mid escalations, partnering with Operations Team Lead and leadership to help resolve.
Partner with internal partners such as the Program Manager, AdviceWorks team and compliance.
Shared responsibility related to reviewing and completing compliance audit requests.
You will partner with your manager to understand all position requirements and ensure key metrics are achieved.
Process daily work items while meeting process requirements, SLA’s and achieving quality metrics.
You will partner with other team members to ensure advisors experience consistent, high-quality customer service.
Comply with processes and procedures of the team and regulatory requirements.
Perform research as requested on customer accounts

Required Knowledge, Skills, and Abilities:

Ability to multi-task
Flexible and adaptable to change
Strong communication and organizational skills
Positive role model to colleagues
Highly responsive to coaching and training
Ability to learn quickly and multi-task effectively in a fast-paced environment
Team player attitude
Energetic and results-oriented
Intermediate experience with Microsoft Excel

Desired Knowledge, Skills, and Abilities:

Previous experience in the Finance and/or Financial Services industry
Bachelor’s degree
Series 99, 6, or 7 licensed
Demonstrated experience delivering excellent problem resolution, organizational and follow-up skills
Ability to multi-task while staying on track with regulatory deadlines, field inquiries, and internal assignments.

Minimum Required Education & Experience:

High School Diploma or GED
1 years’ applicable experience
1 years of experience with MS Office tools
Licensing (if applicable)

Travel Requirements: No Travel Required

About Us

What we give you in return:

Not many teams can say that they support people’s dreams coming to life. We happen to do that every day. And as important as we know your career is, we recognize that there’s a whole lot more to life. To ensure that our employees can make the most of their time outside of working hours, we offer a competitive salary and for full-time roles, a benefits package including:

Inclusive health, dental, vision, and life insurance plans built to support diverse lifestyles, offer preventative care, and protect against hardship.
Easy access to mental health benefits to meet our team members and their families where they are.
20+ days of paid time off (PTO), paid holidays, and 2 paid wellness days to give our employees the time they need to stay close with their loved ones, recharge, and give back to their communities.
401(k) savings plan with a generous company contribution (up to 5%), and access to a financial professional to offer our employees the opportunity to plan-ahead for a strong financial future well beyond their working years.
Paid parental leave to support all team members with birth, adoption, and fostering.
Health Savings and Flexible Spending Account options to help you save money on healthcare, daycare, commuting, and more.
Employee Assistance Program (EAP), LifeLock, Pet Insurance and more.
Paid caregiver leave to provide time away from work when caring for an ill or recovering family member.
Additional benefits such as an Employee Assistance Program (EAP), identity theft protection (LifeLock), pet insurance, and other voluntary benefits to provide extra peace of mind

About Cetera

Cetera Financial Group® (Cetera) is a leading network of independent retail broker-dealers and registered investment advisers empowering the delivery of objective financial advice to individuals, families, and company retirement plans across the country through trusted financial advisors and financial institutions. Cetera is one of the largest independent financial advisor networks in the nation and a leading provider of retail services to the investment programs of banks and credit unions.

Advisor support resources offered through Cetera include award-winning wealth management and advisory platforms, comprehensive broker-dealer and registered investment adviser services, practice management support, and innovative technology.

Cetera Financial Group (Cetera) is a network of independent retail firms, including those that are members of FINRA/SIPC: Cetera Advisors LLC; Cetera Wealth Services, LLC (formerly known as Cetera Advisor Networks); Cetera Investment Services LLC (marketed as Cetera Financial Institutions or Cetera Investors); and Cetera Financial Specialists LLC. Entities registered as investment advisers with the Securities and Exchange Commission include Cetera Investment Management LLC and Cetera Investment Advisers LLC. Cetera's principal office is located at 655 W. Broadway, 11th Floor, San Diego, CA 92101. Avantax Planning Partners, Inc. is an SEC registered investment adviser within the Aretec Group, Inc. (dba Cetera Holdings, an affiliate of Cetera). All the referenced entities are under common ownership.

Cetera Financial Group is committed to providing an equal employment opportunity for all applicants and employees. For us, this is the only acceptable way to do business. Accordingly, all employment decisions at Cetera Financial Group, including those relating to hiring, promotion, transfers, benefits, compensation, and placement, will be made without regard to race, color, ancestry, national origin, citizenship, age, physical and/or mental disability, medical condition, pregnancy, genetic characteristics, religion, religious dress and/or grooming, gender, gender identity, gender expression, sexual orientation, marital status, U.S. military status, political affiliation, or any other class protected by state and/or federal law.

Agencies please note: this recruitment assignment is being managed directly by Cetera’s Talent Acquisition team. We will reach out to our preferred agency partners in the rare instance we require additional talent options. Your respect for this process is appreciated.

Please review our Workforce Privacy Policy for further details on what information we collect and the purposes for collection.

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