Advisor Enablement: Financial Planning Tools Trainer

Cetera Financial Group; San Diego (CA); On-site; USD 55,000 - 86,000; Full time

Benefits offered by this job

Health, dental, vision insurance

Paid time off

401(k) matching up to 5%

Paid parental leave

Mental health benefits

Job summary

Cetera Financial Group is seeking an Associate Advisor Training Specialist to support advisor success within the Financial Planning team. You will provide guidance, training, and real-time assistance across planning tools and workflows to help advisors build and refine plans.

You will deliver virtual and in-person trainings, create scalable resources, and ensure content reflects practical use of planning tools. Travel up to 15% and collaboration with cross-functional teams are involved.

Qualifications

• Bachelor’s degree in Finance, Financial Planning, Business, or equivalent.
• Series 7 and 65/66 licenses required.
• CFP®, CPWA®, Paraplanner certification preferred.
• Minimum 3 years in financial planning, wealth management, or advisor-facing support.

Responsibilities

• Provide real-time support to advisors via phone, email, and 1:1 sessions.
• Deliver virtual and in-person training sessions and webinars.
• Develop scalable training resources and knowledge base content.
• Act as subject matter expert across planning tools (eMoney, MoneyGuide, AdviceWorks).
• Support software releases by translating updates into advisor-facing guidance.

Skills

Financial planning knowledge

Training delivery

Communication

Problem solving

Advisor-facing support

Education

Bachelor's degree in Finance/Financial Planning/Business

Series 7/65/66 licenses

CFP/CPWA preferred

Tools

eMoney

MoneyGuide

AdviceWorks

Fee-for-Service

Job description

Cetera Financial Group is seeking an Associate Advisor Training Specialist to support advisor success within the Financial Planning team. You will provide guidance, training, and real-time assistance across planning tools and workflows to help advisors build and refine plans.

You will deliver virtual and in-person trainings, create scalable resources, and ensure content reflects practical use of planning tools. Travel up to 15% and collaboration with cross-functional teams are involved.