Jobs in the United States

25+ jobs

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Added 2 mins ago
VH
Histopathology Technologist
Veterans Health Administration
Houston, TX
- $58,193 to $92,541 USD / year
Added 2 mins ago
VH
Nursing Assistant- Long Term Care
Veterans Health Administration
Martinsburg, WV
- $38,547 to $62,936 USD / year
Added 2 mins ago
FS
Wildland Firefighter (Fuels Management)
Forest Service
Location Negotiable After Selection · Joseph, OR · Baker City, OR · Central Point, OR
- $30 USD / hour
Examples of specialized experience include: Performed suppression operations and instructed others during initial attack or assisting with prescribed burns; Gave formal talks and informally…
Added 2 mins ago
VH
Recreation Therapist
Veterans Health Administration
Columbus, OH
- $52,654 to $101,309 USD / year
…provides treatment interventions incorporating the four-step process of assessment, planning, implementation, and evaluation of patient treatment services. This position supports Whole…
Added 2 mins ago
VH
Registered Nurse (RN) - Home Telehealth (HT) Care Coordinator
Veterans Health Administration
Tomah, WI
- $77,771 to $147,657 USD / year
…responsible and accountable for all elements of the nursing process when providing and/or supervising direct patient care. The incumbent assumes responsibility for the coordination of care…
Added 4 mins ago
RC
Restaurant Leader
Raising Cane's
Iowa City, IA
- From $60,000 USD / year
The Restaurant Leader is responsible for strategic direction for their restaurant and must maintain operations standards and drive results through people development, sales and profit…
Added 4 mins ago
RC
Assistant Restaurant Leader
Raising Cane's
Davenport, IA
- From $55,000 USD / year
The Assistant Restaurant Leader is responsible for supporting the Restaurant Leader in day-to-day operations of the restaurant and upholding Raising Cane’s standards and culture in all…
Added 4 mins ago
FS
Wildland Firefighter (Fuels Management)
Forest Service
Location Negotiable After Selection · Darby, MT · Stevensville, MT · Sula, MT
- $30 USD / hour
Examples of specialized experience include: Performed suppression operations and instructed others during initial attack or assisting with prescribed burns; Gave formal talks and informally…
Added 4 mins ago
VH
Pharmacy Technician (Procurement/Inventory)
Veterans Health Administration
Ann Arbor, MI
- $78,264 to $101,738 USD / year
Assists pharmacy manager in identifying areas of effort duplication and developing solutions to streamline processes, reduce waste, save costs, and improve patient care.
Added 4 mins ago
VH
Food Service Worker
Veterans Health Administration
Chicago, IL
- $23 to $27 USD / hour
…proficiency in special procedures and broad knowledge of service operations, such as food and beverage preparation, modified diets, computer proficiency, dishwashing, dry and refrigerated…
Added 4 mins ago
VH
Social Worker
Veterans Health Administration
Chillicothe, OH
- $64,406 to $101,309 USD / year
Added 4 mins ago
VH
Food Service Worker
Veterans Health Administration
Chicago, IL
- $23 to $27 USD / hour
…proficiency in special procedures and broad knowledge of service operations, such as food and beverage preparation, modified diets, computer proficiency, dishwashing, dry and refrigerated…
Added 4 mins ago
FA
Airway Transportation Systems Specialist
Federal Aviation Administration
Miami, FL
- $119,046 to $184,558 USD / year
Serves as a principal expert for the National Airspace System Operations Manager for the Miami ARTCC Service Operations Center.Â All duties of an ATSS are tied to maintaining safe and…
Added 6 mins ago
Program Manager, Buildings
City of New York
New York City, NY
- You have business operations, process design, and project management experience.
Added 6 mins ago
Senior Advisor, Digital Strategy
City of New York
New York City, NY
The Senior Advisor for Digital Strategy reports to the Executive Director and supervises the Data Manager.
Added 7 mins ago
VH
Registered Nurse (Perioperative-Operating Room)
Veterans Health Administration
Bronx, NY
- $108,092 to $143,754 USD / year
…unintended retained surgical items, participates in the Time Out process to ensure correct site, side, and level, and follows implant and tissue/tissue-based product documentation, policy,…
Added 7 mins ago
UC
Management and Program Analyst
U.S. Coast Guard
Washington, DC
- $121,785 to $158,322 USD / year
…of Homeland Security, U.S. Coast Guard, Acquisition Program Manager Surface (CG-932) in Washington, District of…
Added 7 mins ago
VH
Medical Technician
Veterans Health Administration
Durham, NC
- $52,693 to $68,502 USD / year
…required and notifies immediate supervisor and/or the Laboratory Manager of testing issues, when…
Added 7 mins ago
VH
DENTIST (Rolla)
Veterans Health Administration
Rolla, MO
- $180,000 to $235,000 USD / year
Added 7 mins ago
DH
Management and Program Analyst
DHS Headquarters
Springfield, VA
- $121,785 to $158,322 USD / year
…leadership to track program or project performance, operational process changes, progress milestones, and recommended changes in policies, practices, and operations that impact effective…
Added 7 mins ago
VH
DERMATOLOGIST (Rolla)
Veterans Health Administration
Rolla, MO
- $350,000 to $400,000 USD / year
Added 7 mins ago
NG
DD, Maritime Safety Office
National Geospatial-Intelligence Agency
Saint Louis, MO · Springfield, VA
- $151,661 to $209,600 USD / year
…the Planning, Programming, Budgeting, and Execution (PPBE) process; adjusts objectives, work plans, schedules, and resource allocations as needed; and exercises sound judgment in managing…
Added 7 mins ago
VH
SUPERVISORY DENTIST (Rolla)
Veterans Health Administration
Rolla, MO
- $235,000 to $250,000 USD / year
Added 7 mins ago
DC
Secretary (Office Automation)
Defense Commissary Agency
Fort Gordon, GA
- $45,409 to $59,031 USD / year
Read the entire announcement before starting the application process.
Added 7 mins ago
VH
Registered Nurse (Inpatient Mental Health)
Veterans Health Administration
Wilkes Barre, PA
- $64,058 to $119,679 USD / year
The Inpatient Mental Health Registered Nurse is responsible and accountable for all elements of the nursing process when providing and/or supervising direct patient care and assumes…

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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