Associate Advisor Training Specialist

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

Benefits offered by this job

Competitive incentive-based bonus

Hybrid work model

Job summary

Cetera Financial Group, Inc. is seeking a Senior Advisor Training Associate to support advisor success through guidance and training. This hybrid role involves providing real-time assistance and developing best practices to improve advisor capabilities.

Responsibilities include delivering training, answering inquiries, and troubleshooting challenges related to financial planning tools. Candidates should have a strong foundational knowledge in financial planning, relevant certifications, and experience in training or support roles.

Qualifications

• Minimum 3 years of experience in financial planning or wealth management.
• Experience delivering training, coaching, or group facilitation preferred.
• CFP, CPWA, Paraplanner certification, or similar credential preferred.

Responsibilities

• Provide real-time support to advisors through phone and email.
• Deliver training sessions and create training materials.
• Troubleshoot issues and reinforce best practices.

Skills

Strong understanding of financial planning workflows

Hands-on experience with financial planning tools

Strong problem-solving skills

Ability to communicate complex concepts clearly

Experience in delivering training

Education

Bachelor's degree in Finance, Financial Planning, Business, or a related field

Relevant financial services licenses (Series 7 and 65/66)

Tools

eMoney

MoneyGuide

Job description

Job Description

The Senior Advisor Training Associate within our Financial Planning team supports advisor success by providing guidance, training, and real‑time assistance across financial planning tools and workflows. This role partners closely with advisors to help them effectively build, deliver and refine financial plans, troubleshoot challenges, and increase overall confidence in planning capabilities. It combines hands‑on support, training delivery, and development of scalable best practices to improve advisor adoption and outcomes. This role is a hybrid position, which will require presence in the office location (Wed, Thurs and 2nd & 4th Friday of the month).

What you will do:

• 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 escalated 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

What you need to have:

• 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

Travel Requirements:

15%

Compensation Range:

The base annual salary range for this role is $55,000 - $86,000, plus a competitive incentive‑based bonus. Base annual salary depends on a wide array of factors, including but not limited to skill set, years and depth of experience, certifications, and location. Base annual salary may also differ significantly due to geography and cost of labor considerations.

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