Associate Wealth Planning Consultant (Hybrid — TX)

Cetera Financial Group Inc; Baytown (TX); Hybrid; USD 65,000 - 90,000; Full time

Job summary

Cetera Financial Group Inc in Baytown, TX is seeking an Associate Financial Planning Consultant to support onboarding and ongoing service of CPA planning relationships. This hybrid role requires coming into the office 2-3 days a week on the set HUB schedule.

You will meet with clients and CPAs to present proposed solutions, gather information, complete paperwork, and provide timely follow-up, while assisting lead advisors in monitoring portfolio investments and maintaining client relationships.

Job description

Cetera Financial Group Inc in Baytown, TX is seeking an Associate Financial Planning Consultant to support onboarding and ongoing service of CPA planning relationships. This hybrid role requires coming into the office 2-3 days a week on the set HUB schedule.

You will meet with clients and CPAs to present proposed solutions, gather information, complete paperwork, and provide timely follow-up, while assisting lead advisors in monitoring portfolio investments and maintaining client relationships.