Advisor-Focused Financial Planning Training Lead

Cetera Financial Group, Inc.; San Diego (CA); Hybrid; USD 55,000 - 86,000; Full time

Benefits offered by this job

Health insurance

PTO & holidays

401(k) matching

Parental leave

Mental health benefits

Life insurance

Job summary

Cetera Financial Group, Inc. seeks a hybrid Financial Planning Training & Enablement Specialist to support advisor success across planning workflows and tools. You will provide real-time guidance, design scalable training, and partner with advisors to refine plans, troubleshoot, and improve outcomes.

The role combines hands-on support with development of best practices and knowledge resources. In this position you will lead virtual and in-person training, build proficiency in eMoney and

Qualifications

• Strong understanding of financial planning workflows, including plan development and scenario modeling.
• Hands on experience with financial planning tools such as eMoney, MoneyGuide, or similar platforms.
• Ability to operate effectively in a fast paced, high volume, advisor facing support environment.
• Strong problem solving and troubleshooting skills across technical and planning-related issues.
• Ability to communicate complex concepts clearly in a practical, easy to understand manner.
• Experience delivering training, coaching, or group facilitation preferred.
• Bachelor's degree in Finance, Financial Planning, Business, or a related field (or equivalent experience).
• Relevant financial services licenses required, Series 7 and 65/66.
• CFP®, CPWA®, Paraplanner certification, or similar credential preferred.
• Minimum 3 years of experience in financial planning, wealth management, or advisor-facing support role.

Responsibilities

• Provide real time support to advisors through phone, email, and 1:1 consultation.
• Answer questions related to financial planning tools, scenario modeling, and plan development.
• Assist advisors in navigating platforms such as eMoney, MoneyGuide, AdvicePay, and similar tools.
• Troubleshoot issues and remove barriers to enable continued plan progress.
• Serve as a first line resource and elevate complex cases as needed.
• Reinforce best practices that improve plan quality, consistency, and client readiness.
• Deliver virtual and in person training sessions, including webinars, bootcamps, and group sessions.
• Build advisor proficiency and confidence in planning tools and workflows.
• Identify common challenges and incorporate them into training design and delivery.
• Translate real-world advisor needs into practical, skill-building learning experiences.
• Create and maintain training materials, job aids, and best practice guides.
• Translate recurring advisor questions into scalable resources.
• Ensure content reflects practical and effective use of financial planning tools.
• Continuously refine content to align with evolving planning strategies and advisor needs.
• Organize and curate content for knowledge base and AI enabled search tools.
• Identify trends in advisor inquiries to inform support strategies and content development.
• Support the development of scalable, self-service resources for advisors.
• Act as a subject matter expert across key planning tools (e.g., eMoney, MoneyGuide, AdviceWorks, Fee-for-Service & more), including new features and enhancements.
• Play a key role in supporting software releases by testing, translating updates into advisor-facing guidance, training, and best practices

Skills

Financial planning workflows

Troubleshooting

Training delivery

Problem solving

Education

Bachelor's degree in Finance/Financial Planning/Business

Series 7 and 65/66 licenses

CFP®, CPWA®, Paraplanner certification

Tools

eMoney

MoneyGuide

AdvicePay

AdviceWorks

Job description

Cetera Financial Group, Inc. seeks a hybrid Financial Planning Training & Enablement Specialist to support advisor success across planning workflows and tools. You will provide real-time guidance, design scalable training, and partner with advisors to refine plans, troubleshoot, and improve outcomes.

The role combines hands-on support with development of best practices and knowledge resources. In this position you will lead virtual and in-person training, build proficiency in eMoney and