Cetera Financial Group→
Strategic Engagement Analyst at Cetera Financial Group in Dallas, TX
Entry LevelHybridFull-timeDallas, TX$50k–$75k/yr
Skills
microsoft excelmicrosoft powerpointcollaboration platforms
Job Description
Summary: Cetera Financial Group is a leading network of independent retail broker-dealers empowering the delivery of objective financial advice. The Strategic Engagement Analyst supports engagement initiatives across Advanced Wealth Solutions by coordinating and measuring programs that connect advisors to tools, resources, and solutions.
Responsibilities:
- Assisting with coordination and execution of engagement activities, events, and initiatives
- Helping maintain engagement materials, calendars, and shared tools
- Supporting collaboration across teams such as Sales Enablement, Communications, and Marketing
- Preparing reports, summaries, and insights that help teams understand what’s working and where to improve
- Tracking activities and outcomes to improve visibility and consistency
Required Qualifications:
- Bachelor's degree or equivalent experience
- 1–5 years of relevant experience (including internships) in areas such as analytics, operations, enablement, marketing, or similar
- Strong organizational and analytical skills
- Ability to manage multiple priorities with attention to detail
- Clear written and verbal communication skills
- Comfort working with common business tools (e.g., Excel, PowerPoint, collaboration platforms)
Preferred Qualifications:
- Experience supporting cross‑functional projects or initiatives
- Exposure to reporting, dashboards, or performance tracking
- Interest in strategy execution, operations, or business analytics
Required Skills: Microsoft Excel, Microsoft PowerPoint, Collaboration platforms
Benefits: 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 plus 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 foster., 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.
Benefits
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 plus 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 foster.
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.