Onboarding

Move over to move ahead.

Experience makes the difference

95%

95%

AUM transitioned in 45-60 days*

285

285

years of collective onboarding team experience

355

355

financial professionals onboarded in 2024

You’ll wish you did it sooner

Changing firms is a big step. We'll help ensure it's a big step forward. Our Onboarding Navigator experience provides a personalized, seamless transition that keeps you in control.

Onboarding

Benefit from less work and more flow thanks to a technology suite working 24/7 to streamline the process, transferring up to 2,000 accounts each day.

AdviceWorks® streamlines account opening, reduces errors, and provides your clients with a digital portal to their accounts once transferred.

Efficiently coordinate with your onboarding coach through SmartSheet with unlimited access to your action log, dashboard, and client tracker.

Be ready to go the moment your move is finalized, by using Docupace Transition Assistant to gather and review client data before affiliation.

Your onboarding experience manager and coach will work with you until your onboarding is completed to your satisfaction.

Join with confidence and ease

“Cetera has given us integrated technology and full flexibility. They are large yet not corporate—a great balance.”

Matthew Clement

Matthew Clement

Emerald Retirement Planning Group, Inc.

“Transitioning to Cetera has been a rewarding move. The culture remains family-like and engaged.”

Amy Luukko

Amy Luukko

Joyful Wealth Planning

“Having colleagues on Cetera's Onboarding team who took the time to learn and understand our objectives has made all the difference.”

Holly Kylen

Holly Kylen

Kylen Financial

Award-winning experience? We're onboard with that!

Setting you up to thrive is what Onboarding Navigator is all about. So, it’s no surprise we earned top honors from the industry’s only award program for innovation in support of advisor success. Making you a winner isn’t just our goal—it’s our standard.

The ultimate award is your success
 
 

Make your move today

Propel your business and client experience forward. Talk with a Business Development Representative to learn how moving over can be the easiest way to move ahead.

Matt
Matt Smith
Business Development
(848) 254-7557
Jascha
Jascha Wilson
Business Development Specialist
(657) 753-7021

*Based on internal metrics for financial professionals onboarded between Jan. 2020 and Dec. 2024.

The WealthManagement.com Industry Awards program recognizes outstanding organizations and individuals that support financial advisor success. Listing in this publication and/or award is not a guarantee of future investment success. This recognition should not be construed as an endorsement of the advisor by any client. No compensation was provided directly or indirectly by the recipient for participation or in connection with obtaining or using the third-party rating or award.