Advisor Success Training Specialist

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

Benefits offered by this job

Health insurance

PTO + holidays

401(k) match

Parental leave

EAP

Job summary

Cetera Financial Group is seeking an Associate Advisor Training Specialist to support financial planning teams and advisor adoption of planning tools. You will deliver training, answer tool questions, and help refine best practices for more effective plan development.

Role emphasizes hands-on support, scalable resources, and collaboration with the Financial Planning team to improve outcomes and client readiness.

Qualifications

• Strong understanding of financial planning workflows and modeling.
• Experience with common planning tools such as eMoney or MoneyGuide.
• Ability to operate in a fast-paced advisor-facing support environment.
• Excellent problem solving and clear communication of complex concepts.
• Experience delivering training or group coaching preferred.
• Required licenses and credentials as listed above.

Responsibilities

• Provide real time support to advisors by phone, email, and 1:1 sessions.
• Answer questions on planning tools, scenarios, and plan development.
• Deliver virtual and in-person trainings, webinars, and bootcamps.
• Create and maintain training materials, job aids, and guides.
• Translate advisor needs into scalable training resources.
• Support software releases by testing and updating advisor guidance.

Skills

Communication

Training delivery

Problem solving

Advisor support

Education

Bachelor’s degree in Finance/Related field

Series 7 & 65/66 licenses

CFP/CPWA/Paraplanner certification

Tools

eMoney

MoneyGuide

AdviceWorks

Fee-for-Service

Job description

Cetera Financial Group is seeking an Associate Advisor Training Specialist to support financial planning teams and advisor adoption of planning tools. You will deliver training, answer tool questions, and help refine best practices for more effective plan development.

Role emphasizes hands-on support, scalable resources, and collaboration with the Financial Planning team to improve outcomes and client readiness.