Cetera Financial Group Inc logo

Software Engineer

Cetera Financial Group Inc

  • Dallas, TX
  • 2 days ago

    Highlights

    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. 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.

    Numbers & Facts

    LocationDallas, TX
    IndustryFinancial Services
    Company Size100 to 499 employees
    Websitehttps://www.cetera.com

    Description

    At Cetera, we are redefining the future of technology in financial services. We operate in a fast-paced, innovation-driven environment where transparency, collaboration, and measurable outcomes are at the core of everything we do.

    We are seeking a Salesforce Engineer to support the development and enhancement of our contact center and wealth management platforms. This role is ideal for a motivated engineer who enjoys building scalable solutions, collaborating across teams, and leveraging emerging technologies to improve advisor and client experiences.

    What You''ll Do

    • Design, develop, test, and implement AI Salesforce solutions across Service Cloud and Experience Cloud
    • Develop applications using Apex, Lightning Web Components (LWC), APIs, and integration frameworks
    • Support solutions that enable omnichannel contact center capabilities, including:

    o Voice and call center integrations

    o Live chat and digital engagement

    o Email-to-case and case management workflows

    o AI-enabled service capabilities

    • Participate in the software development lifecycle from requirements gathering through deployment and support
    • Troubleshoot production issues and support platform stability and performance
    • Collaborate with Product Owners, Architects, Business Analysts, and other technology teams to deliver business solutions
    • Contribute to code reviews and follow established development standards and best practices
    • Assist with deployment activities and release support as needed
    • Explore opportunities to enhance advisor and client experiences through automation and process improvements
    • Work with third-party vendors and internal partners to support delivery of high-quality solutions

    What We''re Looking For

    • 3-5 years of software development experience, including Salesforce development
    • Experience with Apex, Lightning Web Components (LWC), Salesforce platform capabilities, and integrations
    • Familiarity with Service Cloud, Experience Cloud, and case management processes
    • Experience working in Agile development environments
    • Understanding of REST APIs, integrations, and modern application development practices
    • Exposure to cloud technologies, preferably AWS
    • Strong analytical, problem-solving, and communication skills
    • Ability to manage multiple priorities and work effectively in a collaborative team environment
    • Interest in learning emerging technologies, including AI and automation capabilities
    • Salesforce certifications are a plus

    #LI

    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.

    About Company

    Are you a forward-thinker? Are you energized by a challenge? Do you want to make a difference? If you are looking for a dynamic company where you can build the future of independent financial advice with inspiring teammates—and have fun along the way—we think you’ll like it here. At Cetera, our Guiding Principles reflect what matters most to us. We seek to: measure success by our advisors' success recognize the strength of our team execute with purpose & efficiency empower & inspire each other

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