Careers

Available Openings

Cadaret Grant

For applicants seeking home office positions in Syracuse, New York, click to see our latest openings.

CUSO Financial Services and
Sorrento Pacific Financial

For applicants seeking home office positions in San Diego, California, click to see our latest openings.

NEXT Financial Group

For applicants seeking home office positions in Houston, Texas, click to see our latest openings.

Financial Institutions

For financial professionals, program managers, and sales assistants, click to see our latest openings at credit unions and banks throughout the U.S.

Doug Ketterer

Chief Executive Officer and Founding Partner

The vision and influence to advance an industry. Doug is passionate about the value of personal advice. He believes that customized solutions created by one advisor, working with one client, aren’t just the core of wealth management—but the key to its future. A well-known Wall Street thought leader with over 30 years in the industry, Doug is a sought-after source of ideas that elevate the advisor-client experience. With insight gained as a long-time Morgan Stanley executive, and a clear-eyed commitment to the principles he preaches, Doug is in the right place to lead Atria, its subsidiaries—and the advisors they serve—to a better future.