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Cetera Financial Group

Engaged employer

Good Value Statements but Bad Execution of them - Anonymous employee Cetera Financial Group Employee Review

1.0
Dec 28, 2015
Anonymous employee
Recommend
CEO approval
Business outlook

Pros

Management tries to integrate all departments and groups in One Cetera, but not successful. They encourage a very TOXIC environment full of rumors, close minded, discriminatory remarks towards diversity, unprofessional managers, untrained "professionals", assumptions of bad judgement (based on their own lives) of others just to create unsolicited situations between coworkers. CEO's talking about their employees (in a bad way) regardless of where they are or who's around. No respect towards privacy, coworkers, managers, advisors or institutions. Gossips are primary agenda first thing in the AM to end of your shift.... I am ashamed, disgusted, and disappointed on this company.

Cons

Untrained, not licensed, ignoramuses individuals placed in positions that they do not belong to. They give clients, advisors, representatives, etc., wrong information and procedures without even thinking on that person's best interest. They have no idea on how the industry is run outside their 4 walls or what to do to be compliant with Financial Regulations (which many of them can't even distinguished between accounts or what they even mean or are entitle to.... It is amazing to me how some of these people had gone and sat thru licensing training and failed numerous times, but not consequences had been applied to them for their failures. They continue with their same positions(which requires certain licenses) and implementing "Rules and Regulations" that they don't even know or shown they are capable of implementing them. Downright pathetic.... No Ethics or Morale in this company either. Just because one has worked at a company for years, doesn't give anyone the right to abused it. They feel so comfortable in doing wrong, just because they know "people", this behavior is as normal as drinking water... when they themselves are underachievers. Sneakiness, and thunder stealers in abundance starting from the very absent management....

Explore other reviews about Cetera Financial Group

5.0
Jun 23, 2026
Recommend
CEO approval
Business outlook

Pros

Overall, I've had a very positive experience. One of the biggest strengths has been the people. I've had the opportunity to work with a great team and strong leadership, and everyone has been supportive, collaborative, and approachable. I appreciate the positive culture and the willingness of colleagues to help one another and share knowledge. I also value the work-life balance, which have helped create a healthy and productive work environment. The team fosters open communication, and I've enjoyed the variety of work and the opportunity to learn from different people and perspectives. Overall, it's been a great place to work, and I've genuinely enjoyed being part of the team.

Cons

* Greater visibility into long-term career development and advancement opportunities would be valuable. Establishing more structured career development programs and mentorship opportunities could help employees better understand potential growth paths and support their long-term development. * While there have been noticeable improvements, having more in-office activities and opportunities for collaboration and connection for employees who come into the office could make the experience more engaging and further strengthen team culture and employee engagement.

3.0
Jul 8, 2026
Recommend
CEO approval
Business outlook

Pros

I truly love the people I work with, my team itself is 100% the best part of this job. Reliable employment in this job market. It’s hard to get fired

Cons

Hybrid is great, but I hate that they keep pushing in office more and more. It truly impacted my work life balance after last year when the hybrid policy was changed. Benefits reduced after Avantax was bought by cetera. Bonuses are far from generous for being annual. Team is understaffed, takes forever to back fill roles once someone leaves due to HR red tape.team is stretched thin at this point Workload significantly increased after Avantax was bought by cetera The systems suck, nothing works and tech seems to have no idea how to fix things. Cetera is in the business of acquiring more and more firms vs improving what already exists Really pushing the use of AI and they closely track your usage. AI use is factored into your review and bonus

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