Cetera Financial Group
Associate Financial Planning Consultant
Cetera Financial Group, Sacramento, California, United States, 95828
Associate Financial Planning Consultant
Location: Citrus Heights, California
Base annual salary range: $65,000 to $85,000, plus incentive compensation.
Core Responsibilities
General Support
– Assist Partner Advisors with analysis, client service, and technical tasks; develop and refine technical skills; collaborate with team members to ensure seamless client service delivery.
Analytical Support
– Prepare financial plans by gathering and analyzing client data using financial planning software; attend client meetings to take detailed notes and provide follow‑up support; conduct portfolio reviews, asset allocation analysis, and generate rebalancing trades; research financial products, investment managers, and services; create custom spreadsheets or tools for specific planning scenarios or purchase decisions.
Client Service
– Respond to basic client inquiries regarding account access, statements, or general financial questions; facilitate fund transfers, update account information, and complete account‑related forms; maintain accurate records in CRM systems and generate performance reports using portfolio management tools; provide product education or options to clients as needed.
Desired Knowledge, Skills, and Abilities
Strong analytical skills with attention to detail.
Excellent communication skills for both client interactions and internal collaboration.
Ability to manage multiple priorities efficiently in a fast‑paced environment.
Proficiency with financial planning software (e.g., eMoney, MoneyGuidePro) and portfolio management tools is preferred.
Minimum Required Education & Experience
Bachelor’s degree in finance, business, or a related field.
2–5 years of experience in financial planning, investments, or related areas preferred.
Series 7, 63, 65, and a Life Insurance license are required.
Travel Requirements Up to 5% travel.
Compensation The base annual salary range for this role is $65,000 to $85,000, with a generous incentive compensation package. Base salary may differ by skill set, experience, and location.
Equal Employment Opportunity Statement Cetera Financial Group is committed to providing an equal employment opportunity for all applicants and employees. All employment decisions at Cetera, including hiring, promotion, transfers, benefits, compensation, and placement, will be made without regard to race, color, ancestry, national origin, citizenship, age, physical or mental disability, pregnancy, genetic characteristics, religion, gender, gender identity, gender expression, sexual orientation, marital status, U.S. military status, political affiliation, or any other class protected by state or federal law.
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Base annual salary range: $65,000 to $85,000, plus incentive compensation.
Core Responsibilities
General Support
– Assist Partner Advisors with analysis, client service, and technical tasks; develop and refine technical skills; collaborate with team members to ensure seamless client service delivery.
Analytical Support
– Prepare financial plans by gathering and analyzing client data using financial planning software; attend client meetings to take detailed notes and provide follow‑up support; conduct portfolio reviews, asset allocation analysis, and generate rebalancing trades; research financial products, investment managers, and services; create custom spreadsheets or tools for specific planning scenarios or purchase decisions.
Client Service
– Respond to basic client inquiries regarding account access, statements, or general financial questions; facilitate fund transfers, update account information, and complete account‑related forms; maintain accurate records in CRM systems and generate performance reports using portfolio management tools; provide product education or options to clients as needed.
Desired Knowledge, Skills, and Abilities
Strong analytical skills with attention to detail.
Excellent communication skills for both client interactions and internal collaboration.
Ability to manage multiple priorities efficiently in a fast‑paced environment.
Proficiency with financial planning software (e.g., eMoney, MoneyGuidePro) and portfolio management tools is preferred.
Minimum Required Education & Experience
Bachelor’s degree in finance, business, or a related field.
2–5 years of experience in financial planning, investments, or related areas preferred.
Series 7, 63, 65, and a Life Insurance license are required.
Travel Requirements Up to 5% travel.
Compensation The base annual salary range for this role is $65,000 to $85,000, with a generous incentive compensation package. Base salary may differ by skill set, experience, and location.
Equal Employment Opportunity Statement Cetera Financial Group is committed to providing an equal employment opportunity for all applicants and employees. All employment decisions at Cetera, including hiring, promotion, transfers, benefits, compensation, and placement, will be made without regard to race, color, ancestry, national origin, citizenship, age, physical or mental disability, pregnancy, genetic characteristics, religion, gender, gender identity, gender expression, sexual orientation, marital status, U.S. military status, political affiliation, or any other class protected by state or federal law.
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